Complete onboarding
Onboarding is a guided, full-screen setup with seven steps. You cannot skip it, and dreamif.ai sends you back to it until it is finished.
What onboarding looks like#
Onboarding runs full screen at /onboarding. The sidebar is hidden while you are in it, so there is nothing to click away to. Seven steps run in order, and each one saves as you go.
You cannot skip onboarding. Until it is finished, dreamif.ai redirects you back to /onboarding from every other route.
The seven steps#
1. Tell us a bit about yourself#
Pick your role, then answer What would you like help with first? and What else…. Your first answer decides how steps 5 and 6 run. The extra answers become secondary workflows you can set up later. See Choose your first workflow in onboarding.
2. Connect Google#
Gmail and Google Calendar are required. Google Contacts and Google Drive each offer Add now or Add later.
Each service explains what it is for before you grant it:
- Gmail: "Save reply drafts to Gmail. Send only after you approve."
- Google Calendar: "Suggest times from your calendar. Nothing lands on your calendar until you approve."
- Google Contacts: "Recognize people you already email."
- Google Drive: "Pull from folders you pick."
Signing in only identified you to dreamif.ai. This is the step where product access is actually granted. See What Google permissions dreamif.ai needs.
3. Set scheduling context#
Tells dreamif.ai how your week is shaped so it can suggest times you would actually take. You can change all of it later on the Calendar tab. See Set working hours and notice windows.
4. Set Drive and context behavior#
Choose how forward dreamif.ai should be about pulling in outside context: Only when necessary (mostly use the email thread), When helpful (use calendar, notes, or selected files when they improve the draft), or Proactively (check connected context before drafting). If you added Drive, this is also where you pick the folders it may read. You can tune each tool separately later on Settings > AI preferences > Research & Tools.
5. Set up your first workflow#
This step changes based on what you picked in step 1. Labels get a label-source choice, follow-ups get a cadence, voice gets phone setup, and the assistant workflow has no step 5 at all.
6. See it work once#
The demo step runs your first real result: a draft in Gmail, a follow-up suggestion, a label preview, a phone call, or a question answered in chat. If dreamif.ai is still reading your mailbox you will see "Reading your inbox for likely replies." or "Reading your inbox for follow-up opportunities." while it catches up.
7. Pick a plan#
The last step is checkout. dreamif.ai needs an active subscription before Dashboard, People, Nurture, and Chat open up. After you pay, you may see "Activating plan..." and, if access takes a moment to catch up, "Access is still updating.". See What you can do without a subscription.
If you leave partway through#
Come back and you land on the step you were on. Nothing you already answered is lost.
Two things can leave a workflow unfinished after onboarding ends:
- Skipped. You chose Add later or dismissed it. Nothing was configured.
- Saved for later. You did the setup, but it needs a paid plan to run. dreamif.ai shows "Saved. This setup will finish after subscribing." with a Finish after subscribing button, and replays the setup once you subscribe.
Both are recoverable. See Finish or revisit onboarding setup.