Your Setup Path
The state-aware checklist that gets you from a built site to a live one.
Where it appears
Your **Home** hub changes with the state your account is in. A brand-new tenant lands on 'Your site is built. Let's make it yours' with **Your setup path**; a tenant that has built but not published sees 'Let's get you live' with a **Review & publish** action.
HomeWork through it
Each item takes you to the hub where the work happens: Brand for your logo, colours and knowledge; Site for your copy and layout; Settings for your CRM connection and features. Progress is tracked as you go.
Or talk it through
**Set up with Helion** runs the same path as a conversation instead of a checklist, which is quicker if you would rather describe what you want than click through it. **Skip to dashboard** goes straight to Home if you would rather explore first.
After you're live
Once your site is published, Home becomes a reporting surface instead: visitors, page views and conversions for the last 30 days, where the funnel is leaking, and — on Fusion — what's heating up and how your SEO and AEO scores are moving.
Guide complete
You've covered all 4 steps. Check out the related guides below.
Still need help?
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