docs: Add setup prerequisites and collaborative onboarding to quickstart guide#309
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prithvi2206 merged 3 commits intomainfrom Mar 18, 2026
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Expands the "Before You Start" section to address common prospect questions: - Lists admin permissions needed for each integration (Slack, GitHub, Jira, Linear) - Explains that teammates can be invited to help with setup - Clarifies that setup can be handed off between team members Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Reformatted the inviting teammates content from a heading with paragraph text to a Tip callout for better visual hierarchy. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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| If you don't have admin access to connect a particular integration, you can invite someone from your IT or Engineering team directly from the onboarding wizard. The invited person receives an email that brings them to the same onboarding page you're on, and they can pick up exactly where you left off. | ||
| </Tip> |
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Prithvi's response to prospect Susannah (Alation): "you can invite an admin from eng/IT to connect those apps to Promptless, and they can pick up where you left off... The email they get will bring them to the same exact onboarding page that you are looking at. Everyone you invite can continue the onboarding steps."
Source: https://Promptless.slack.com/archives/C08RZNK94GN/p1773778951753019
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| Your progress saves automatically—if you leave and come back later, you'll pick up where you left off. Team members from the same organization can continue setup without losing previous progress. | ||
| Your progress saves automatically—if you leave and come back later, you'll pick up where you left off. Setup doesn't need to be completed by a single person: any teammate you invite can continue from the current step, making it easy to hand off to someone with the right permissions for a specific integration. |
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Prospect email question: "What information do we need to have ready from GitHub, Slack, JIRA, etc?" - prompted documentation of prerequisites and collaborative setup flow.
Source: https://Promptless.slack.com/archives/C08RZNK94GN/p1773778951753019
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The Tip component was used without being imported, causing the build to fail with "Expected component Tip to be defined" error. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Expands the Setup & Quickstart guide to address common questions prospects have before starting setup.
Changes:
Revision (Mar 18): Converted the "Inviting teammates to help with setup" section from a heading with paragraph text to a Tip callout for better visual prominence.
Why this helps:
Prospects often ask what they need to have ready before scheduling kick-off calls. This update lets them self-serve answers about required permissions and understand that they can invite IT/Engineering teammates to help connect specific integrations.