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The Setup Guide lives right inside the AI chat workspace. Instead of leaving chat to work through a checklist, you open the guide as a panel, press Start on any task, and the Nudj Agent walks you through it step by step — checking what your community already has, pointing you at the relevant docs, and asking one question at a time. It is the same onboarding checklist as the full Launch Guide, surfaced where you actually do the work.

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Opening the guide

There are two ways in, and both land on the same panel:

From the session summary

The chat session summary shows a Setup Guide row with a progress ring and your completion percentage. Click it to open the guide panel.

From the workspace panel

Open the workspace panel beside the chat and switch to the Guide tab (next to Preview, Inventory, and Brand).
The guide only appears for communities where onboarding is enabled. If it isn’t available for the selected community, the panel shows an empty state instead. Switch community from the top-nav dropdown to see a different community’s guide.

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What Start does

Each task row shows its state at a glance: Pressing Start drops a short message into the chat composer — “Help me complete the setup task …” — and quietly attaches the task’s context to your next send, so you never have to read or edit a wall of instructions. When you send it, the agent:
1

Checks your current status

It calls the community_guide tool to read where your community stands on that task and pull the matching guidance.
2

Explains the task

It tells you what the task is and why it matters for your program.
3

Shares the docs

It links the relevant page in this documentation so you can go deeper.
4

Walks you through it

It guides you to completion step by step, asking one question at a time rather than dumping a form on you.
5

Marks it done

Once it’s satisfied the task’s criteria are met, it marks the task complete for you — the panel, sidebar guide card, and nav dots update on the spot.
You don’t have to press Start to get help. Ask the agent directly — “help me set up referrals” or “how do I configure loyalty tiers?” — and it pulls the same task guidance.

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Progress and completion

The panel header shows your overall completion percentage, and each section groups its tasks together. Most tasks complete automatically once the underlying thing exists — create a challenge and “Create earning mechanics” ticks itself. A handful of tasks (the Work with AI, Launch, and Measure rows) have no automatic signal, so they’re marked complete manually — either by you on the full guide page, or by the agent at the end of a walkthrough once you’ve confirmed the work is done.
A few tasks are advisory — they are informational nudges that stay out of your headline completion percentage. You can still self-confirm them.

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The task catalogue

The guide is organised into eight sections. Here is everything it covers.

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Full guide anytime

The panel has an Open full guide link in its footer that takes you to the complete Launch Guide, where you can tick tasks manually, review prerequisites, and see the whole checklist on one page.

Nudj Agent

Everything the AI co-pilot can do inside the chat workspace.

Community setup

The end-to-end onboarding walkthrough.