Your first session

Pick a plan

Before you can use the app, your workspace needs a plan. The first page you see is “Choose a plan to get started”. The Usage plan is one click with no card required. The Team plan goes through Stripe checkout. You can change plans any time from AI Usage & Billing.

Only a workspace owner or admin can choose. If you were invited to someone else’s workspace before they picked a plan, you’ll see a note asking them to do it.

The intro

On your first visit to the dashboard, a five-screen intro explains how listings flow from search to your inbox and pipeline. Skip it whenever you like. To watch it again, open the intro.

The getting-started checklist

The dashboard shows a “Getting started” card with four steps. Each one ticks itself off when you actually do it. There’s nothing to check by hand:

1. Add a listing to your inbox. Import one from Search, from a URL, or with the browser extension.
2. See how it scores. Open a listing in your inbox and look at its fit check. This needs a buyer profile.
3. Move a deal to your pipeline. Click “Track in pipeline” on a listing.
4. Work a deal with the stage guide. Check off a diligence item, or move a deal past Interested.

Dismiss the card with the X once you know your way around.