To help you and your team get set up quickly and easily, we've created a Getting Started Toolkit in the form of a spreadsheet. This resource is designed to guide you through the key elements needed to configure your account.
What’s Inside the Toolkit?
At the bottom of the spreadsheet, you’ll see multiple tabs—each representing a different part of the platform you can configure. These tabs cover the required setup areas you'll need to complete in order to start using Cognota effectively.
Collaborate with Your Team
Each tab is designed for team collaboration. You can use them to align with stakeholders and teammates on how you want to set up Cognota for your organization. This ensures everyone is on the same page from the beginning.
Step-by-Step Guidance
Within each tab, you’ll find simple instructions on how to add or import your data. These steps are easy to follow and will help you complete your configuration with confidence.
Need Help?
If you have any questions or need a hand, don’t hesitate to reach out to our team at support@cognota.com. We’re happy to help at any stage of the process.
Your Customer Success Manager will also introduce you to additional configuration options later on. For now, this toolkit covers everything you need to get started.
Ready to get started? Download the free toolkit here!