Onboarding Walkthrough

A step-by-step guide to setting up Compass for your team.

Step 1: Project Configuration

Work with your Compass administrator to configure your project settings, including:

• Team name and description
• Interaction channels (voice, chat, email, SMS)
• Agent roster

Step 2: Data Ingestion

Connect your interaction data sources. Compass supports:

• Audio file upload (SFTP, S3)
• Transcription services
• Meeting capture integrations

See Data Ingestion for details.

Step 3: Define Your Objectives

Optionally customize how Compass scores interactions for your team. See Custom Objective Rubrics.

Step 4: Review & Coach

Once interactions are flowing, explore coaching summaries and start using insights in your team meetings.