Connectors

Getting Started

Set up your workspace, invite your team, connect a source, and explore your data in four steps.

This guide gets a new organization oriented and through its first tasks. Work through the four steps in order. Each step is its own page, so you can link to it and come back to it later.

Before you begin

Make sure you have:

  • An invitation from your administrator, or a sign-up link from the onboarding team.
  • Credentials for the first source system you plan to connect (your dispatch, billing, or fleet system).
  • A current version of a supported browser (Chrome, Firefox, Safari, or Edge).

The four-step path

1. Create your workspace

Verify your email, set your display name, and accept the terms. Your workspace is private to your organization.

2. Invite your team

Add your team and assign roles, so each person sees and does only what their job needs.

3. Connect an integration

Pick a connector from the catalog, authorize it, choose what to sync, and run a test sync.

4. Explore your data

Open your intelligence dashboards for the live overview, ask Agentic Studio a plain-language question, and check sync status.

Where to go next

When you have worked through the four steps, read the Products overview to understand what each surface does, or jump straight to a guide for the task you want to complete.