Chapter 6 — Personal preferences & onboarding(Tutorial example at the end)
Why this chapter matters
Each signed-in user can tune their own UI comfort (language, time display, avatar). On first company use you may see a setup wizard for basics and phone verification. If the product offers an “Ask me”-style assistant, you can ask how to perform tasks in natural language.
Examples:
- A Hong Kong colleague switches the UI to Traditional Chinese and timezone to Hong Kong so report times match store hours.
- After first activation, an owner follows the first-time setup wizard for phone verification and company intro so nothing critical is skipped.
- A new hire unsure “where is my to-do?” opens Ask me from the welcome area and types a question.
6.1 User preferences
Affects only your account, not other colleagues.
- Language: after switching, console wording follows (some strings may remain English if not yet translated).
- Timezone: list, form, and some report timestamps display in your chosen zone (per feature support).
- Avatar: upload to show on the sidebar and elsewhere.
If you cannot change email, password, or job role here, ask an administrator under Company / user management.
6.2 Onboarding & Ask me
| Item | Description |
|---|---|
| First-time setup wizard | On a brand-new company, the product may guide phone verification, company basics, etc.; it should not interrupt every login after completion. |
| Product tour | Step highlights on dashboard and other pages; replay or reset may live on a tour page or floating control when available. |
| Ask me | From welcome dialogs, chat in natural language (for example how to use Build App, AI BI Builder, or the document library). Answers use the product operation notes and your current page. Requires AI services enabled by an admin in API management. |
To replay a tour: if the UI exposes tour management or a floating icon, restart from there — follow the controls on screen.
TutorialExample: new hires and “Ask me”
New colleagues can set language and timezone first; if the company enables a first-time wizard, complete phone and company basics to reach day-to-day work. Ask me (when available) answers operational questions in chat, but an admin must enable a usable AI provider under API management.
How the product ties together: Ask me selects the matching operation notes from your question and current page (Apps, Studio, Commerce, Reports, and Admin). Workflow AI nodes also depend on AI providers configured in API management.