> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firsttouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Your launchpad for outreach. Set up First Touch in minutes.

<Warning>
  **Prerequisite:** Please complete the following steps in order to continue onboarding successfully.
</Warning>

<CardGroup cols={1}>
  <Card color="#3c5d29" icon="hand-wave" title="Welcome to Mission Control">
    You are 6 steps away from launching outreach campaigns. Follow this interactive checklist to get your workspace ready.
  </Card>
</CardGroup>

<Info>
  This checklist reflects the current **team admin** onboarding flow. Invited team members see a shorter checklist focused on connecting their own social account and extension setup.
</Info>

## Onboarding Checklist

<Steps>
  <Step icon="hubspot" iconType="duotone" title="Connect your HubSpot account">
    Connect HubSpot so First Touch can map CRM fields, sync HubSpot audiences, enrich records, and support HubSpot workflow actions.

    1. Go to [**Team Settings > Integrations**](/WebApp/Settings/integrations).
    2. Click **Connect** on the HubSpot card and authorize the connection.
    3. Look for the green **Connected** indicator.

    <Accordion icon="circle-question" title="Why connect?">
      Connecting HubSpot allows First Touch to:

      * **Enrich records:** Automatically update contact and company properties with fresh data.
      * **Log supported activity:** Log supported LinkedIn activity back to the HubSpot contact timeline.
      * **Avoid duplicates:** We check existing records before creating new ones.
    </Accordion>
  </Step>

  <Step icon="users" iconType="duotone" title="Connect Social account">
    To enable automated profile viewing and messaging, connect a social account from **User Accounts**. For team onboarding, make sure each sender connects their own social account.

    <Card color="#0077B5" icon="link" horizontal href="/WebApp/Social/social-Integration" title="Authorize Social Connection">
      Click here to connect your account and configure daily safety limits.
    </Card>
  </Step>

  <Step icon="diagram-project" iconType="duotone" title="Create your first flow">
    Turn data into action. Flows are the engine of your outreach campaigns.

    <CardGroup cols={1}>
      <Card icon="book-open" href="/WebApp/Flows/first-flow-guide" title="Quick Start Guide">
        Launch your first automated campaign in 5 minutes.
      </Card>
    </CardGroup>
  </Step>

  <Step icon="users" iconType="duotone" title="Invite team members">
    Invite teammates after your first flow is in place so the right people can participate in outreach.

    * Navigate to **Team Settings**.
    * Invite members via their **work email**.
    * Assign roles (**Member** or **Admin**) based on the access they need.

    <Tip>
      **Pro Tip:** Ask each sender to connect their own social account and install the Chrome Extension.
    </Tip>
  </Step>

  <Step icon="bolt" iconType="duotone" title="Trigger your flow inside HubSpot workflows">
    Set it and forget it. Trigger flows automatically based on CRM changes.

    1. Open **HubSpot** and navigate to **Workflows**.
    2. Add the **Enroll Contact into First Touch Flow** action.
    3. Select the Flow you created in Step 3.

    <Info>
      **Example:** Trigger a flow automatically when a contact's "Lifecycle Stage" changes to "Opportunity".
    </Info>
  </Step>

  <Step icon="chrome" iconType="duotone" title="Install the Browser Extension (Optional)">
    Allow your team to enroll prospects from the Chrome extension.

    <CardGroup cols={2}>
      <Card color="#3c5d29" icon="download" href="https://chromewebstore.google.com/detail/first-touch/dbkabjeliahdblphpbgljbngijgknjfj?hl=en" title="Install from Chrome Web Store">
        Install and pin to your toolbar.
      </Card>

      <Card icon="graduation-cap" href="/ChromeExtension/overview" title="Master Prospecting">
        Learn how to use the extension.
      </Card>
    </CardGroup>
  </Step>
</Steps>

***

## Level Up Your Skills

Once you're set up, dive into the powerful features under the hood:

<CardGroup cols={2}>
  <Card color="#3c5d29" icon="robot-astromech" href="/WebApp/Flows/Agents/overview" title="Meet Your AI Agents">
    See how Research and Qualification agents help your flows.
  </Card>

  <Card color="#3c5d29" icon="brain-circuit" href="/WebApp/Settings/knowledge-base" title="Train the 'Brain'">
    Teach the AI about your product and ICP in the Knowledge Base for better messaging.
  </Card>

  <Card icon="radar" href="/WebApp/Signals/Overview" title="Track Signals">
    On enabled accounts, trigger flows based on real-time news, funding rounds, and hiring intent.
  </Card>

  <Card color="#3c5d29" icon="message-lines" href="/WebApp/Flows/Master-Messaging-Guide" title="Master Messaging">
    Learn to use the Chrome Extension sidebar like a pro.
  </Card>
</CardGroup>