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

# User Onboarding Workflow

> End-to-end CasaAI setup: sign up, connect data, configure properties, train agents, and launch workflows.

## Overview

Follow these steps to get CasaAI running with your data and workflows. Each step includes verification so you know you are ready to proceed.

<Note>
  Docs URL: <a href="https://docs.casaai.dev">[https://docs.casaai.dev](https://docs.casaai.dev)</a>. Main site: <a href="https://casaai.dev">[https://casaai.dev](https://casaai.dev)</a>.
</Note>

## Steps

<Steps>
  <Step title="Sign up or sign in">
    * Go to [casaai.dev](https://casaai.dev) and choose email or OAuth.
    * Complete MFA if prompted.
      <Check>Landing on CasaBoard home screen.</Check>
  </Step>

  <Step title="Connect data sources">
    * Upload PMS CSVs or spreadsheets (tenants, units, payments, maintenance).
    * Connect cloud storage (Drive/S3) for leases and tickets with photos.
    * Optional: connect via API for continuous sync.
      <Check>Data import shows green status; entities created for properties, units, tenants.</Check>
  </Step>

  <Step title="Configure properties and units">
    * Map CSV columns to CasaAI fields.
    * Confirm units belong to properties; assign rent schedules and lease terms.
      <Check>No unmapped units or tenants remain.</Check>
  </Step>

  <Step title="Train AI agents">
    * Choose templates: Tenant Screening, Maintenance Triage, Rent Reminders, Finance KPIs.
    * Upload historical examples; label desired outcomes and routing rules.
    * Name each workflow and assign owners.
      <Check>Agent status: Ready. Test run succeeds.</Check>
  </Step>

  <Step title="Run sample workflows">
    * Tenant screening: submit a new applicant record.
    * Maintenance: create a ticket with description and photo.
    * Rent reminders: simulate a delinquent payment event.
      <Check>Actions logged with decisions and notifications visible.</Check>
  </Step>

  <Step title="Review dashboards and exports">
    * Open CasaBoard to view KPIs (occupancy, delinquency, SLAs, NOI).
    * Export dashboards to CSV/Excel or send to BI via webhook.
      <Check>Export/download succeeds and file/webhook arrives.</Check>
  </Step>
</Steps>

## Example block diagram

```mermaid theme={null}
flowchart LR
  signup[Sign up] --> data[Connect data sources]
  data --> config[Configure properties/units]
  config --> train[Train AI agents]
  train --> run[Run sample workflows]
  run --> dashboard[Dashboards & exports]
```

## Example screens (placeholders)

<Columns cols={3}>
  <Frame caption="Data source connection status">
    <img src="https://mintcdn.com/casaai/7eJ31qUUPykHs7Lp/images/hero-light.png?fit=max&auto=format&n=7eJ31qUUPykHs7Lp&q=85&s=372fa36823bdd6da49579f0c5b940c91" alt="Placeholder: data source connection dashboard" width="2064" height="1104" data-path="images/hero-light.png" />
  </Frame>

  <Frame caption="Agent training readiness">
    <img src="https://mintcdn.com/casaai/7eJ31qUUPykHs7Lp/images/hero-dark.png?fit=max&auto=format&n=7eJ31qUUPykHs7Lp&q=85&s=b74e78d91d5f747397f492c38ca3157e" alt="Placeholder: agent training progress" width="2064" height="1104" data-path="images/hero-dark.png" />
  </Frame>

  <Frame caption="CasaBoard KPIs">
    <img src="https://mintcdn.com/casaai/7eJ31qUUPykHs7Lp/images/checks-passed.png?fit=max&auto=format&n=7eJ31qUUPykHs7Lp&q=85&s=4ec36dfe4ff91f6e642d8fb31cd96851" alt="Placeholder: KPI cards and charts" width="1100" height="346" data-path="images/checks-passed.png" />
  </Frame>
</Columns>

## Tips

* Start with one property and one workflow to validate mappings.
* Keep a small labeled dataset for agent training, then expand.
* Use webhooks for downstream systems (ticketing, CRM, BI) to keep data in sync.