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

# Platform Onboarding Guide

> A guided video walkthrough for getting started on Exec

Welcome to Exec. The walkthroughs below help you get up and running, ordered to build naturally: start with workspace setup, then run your first roleplay, build content, structure programs, and measure results. Follow them in order, or jump to whatever is most relevant to you. Each page opens with a short video walkthrough followed by step-by-step detail.

## Your First Week

Five steps take a brand-new workspace to a team that practices. Each one links to the guide that covers it.

<Steps>
  <Step title="Build your first scenario">
    During signup, Exec read your website and drafted roleplay ideas that fit your business. Pick the one closest to a conversation your team actually has, and Scenario Studio builds it in about two minutes. See the [beginner building guide](/roleplays/ai-agent).
  </Step>

  <Step title="Run it and read your scorecard">
    Talk out loud like it is a live call, end with the green **End** button, and your scorecard arrives about a minute later. [Complete Your First Roleplay](/your-first-roleplay) walks through it, and [Interpret Your Results](/roleplays/interpret-results) explains what the scores mean.
  </Step>

  <Step title="Edit it until it sounds like your team">
    If the character gets a detail wrong or the objections feel generic, [edit the scenario](/roleplays/edit-scenario) and tell the agent what to change in one sentence.
  </Step>

  <Step title="Invite your team">
    Add teammates from Settings and assign seats. The [rollout guide](/guides/rollout) covers invites, seats, and groups in one pass.
  </Step>

  <Step title="Assign the scenario">
    Give it a due date, a minimum passing score, and an attempt count. Assigned roleplays land at the top of each person's home screen. See [Assign Scenarios](/roleplays/assign-scenarios).
  </Step>
</Steps>

## Video Walkthroughs

<CardGroup cols={2}>
  <Card title="1. Workspace Settings" icon="gear" href="/platform/settings-tab">
    The admin essentials to get your workspace ready: users and licenses, groups, profile fields, roleplay settings, data export, and SSO.
  </Card>

  <Card title="2. Doing Your First Roleplay" icon="circle-play" href="/your-first-roleplay">
    Run a roleplay end to end: launch a session, complete it, and review your feedback and AI Coach notes.
  </Card>

  <Card title="3. Building Roleplays: Beginner" icon="robot" href="/roleplays/ai-agent">
    Build your first scenario in Scenario Studio: the core concepts, the ways to build, publishing, editing, sharing and assigning, and collections.
  </Card>

  <Card title="4. Knowledge Hub" icon="book-open" href="/knowledge-hub/overview">
    Your content library: upload files, connect Notion and Drive, create and edit documents, organize and share, and use it to build scenarios.
  </Card>

  <Card title="5. Advanced Roleplay Building" icon="sliders" href="/roleplays/advanced-building">
    Build richer scenarios using Knowledge Hub sources, manual character tuning, scenario-specific and conditional context, conversation guidelines, and remixing.
  </Card>

  <Card title="6. Building and Managing Programs" icon="rectangle-list" href="/programs/overview">
    Package roleplays into a structured program: components, participants and leads, tracking and nudging, cloning, and certifications.
  </Card>

  <Card title="7. Using Skills" icon="head-side-gear" href="/skills/overview">
    Skills and skill analytics: evaluation criteria, the dashboard, saved views, the AI Analyst, and roleplay analytics.
  </Card>

  <Card title="8. Call Scoring" icon="phone" href="/calls/overview">
    Record and score live calls: connect a recorder, configure analysis settings, build categories and scorecards, and review results.
  </Card>
</CardGroup>

## Playbooks for Your Team

Once the basics are working, these guides show how teams like yours run Exec week to week, with paste-ready scenario prompts and sample programs.

<CardGroup cols={2}>
  <Card title="Train sales teams" icon="handshake" href="/guides/train-sales-teams">
    Discovery calls, pricing objections, and cold calls, plus the weekly rhythm that moves scores.
  </Card>

  <Card title="Train support teams" icon="headset" href="/guides/train-support-teams">
    Escalations, billing disputes, and saying no well, built from the tickets in your queue.
  </Card>

  <Card title="Train customer success" icon="arrow-trend-up" href="/guides/train-customer-success">
    At-risk renewals, QBRs, and price increases, timed to your renewal calendar.
  </Card>

  <Card title="Train managers" icon="users" href="/guides/train-managers">
    Difficult feedback, performance reviews, and compensation conversations.
  </Card>

  <Card title="Roll Exec out to your team" icon="rocket" href="/guides/rollout">
    Invites, seats, assignments, and measurement, in one admin walkthrough.
  </Card>

  <Card title="Plans and feature availability" icon="table-list" href="/platform/plans">
    What Free, Starter, Professional, and Enterprise each include.
  </Card>
</CardGroup>

<Note>
  Questions as you go? Try asking your Exec Agent, or reach out to your Exec contact for support.
</Note>