Step 1
Invite received
The new user opens the Skylar invite link sent by their organisation, coach, or enablement team.
This invite gives the user a clear starting point and connects them to the right Skylar workspace or learning assignment.
Guides
Product onboarding
How Skylar user onboarding works
Skylar onboarding takes a new user from an invite link to account setup, a first guided roleplay, a company-specific practice scenario, reflection, and assessment feedback.
Quick answer
A new Skylar user first accepts an invite, creates their account, completes a short onboarding roleplay, practices the organisation's default scenario, reflects with the AI coach, and receives scores and feedback.
What happens during onboarding?
The flow is designed to make the first Skylar experience clear for the user while giving the organisation a consistent way to introduce coached practice. The first roleplay explains the product experience. The next roleplay connects practice to the organisation's real coaching priorities.
Step 2
Account setup
The user creates their password and confirms access to Skylar.
Once the account is active, the user can enter the platform and start the guided onboarding experience.
Step 3
Onboarding roleplay
The user completes a short welcome roleplay that introduces how Skylar practice works.
This first roleplay is common for everyone. It helps the user understand the interaction style before moving into organisation-specific practice.
Step 4
Organisation roleplay
The user starts the default scenario set by their organisation.
This roleplay reflects the conversations, buyer context, and coaching priorities chosen by the organisation, sales coach, or enablement team.
Step 5
Reflection
After the roleplay, the user receives a guided debrief with the AI coach.
Reflection helps the user understand what happened in the conversation, what they handled well, and what they should improve next time.
Step 6
Assessment
Skylar provides scores and feedback after the user completes the practice flow.
The assessment gives the user and their coach a clearer view of readiness, strengths, and areas that need more practice.
For coaches and enablement
Why the flow matters
Sales coaches and enablement teams need users to understand Skylar before they are assessed on a real organisation scenario. The onboarding roleplay creates a common baseline, so users know how to speak with the AI coach, complete practice, and review feedback.
The organisation roleplay then makes the experience specific. Teams can connect the first serious practice session to their messaging, qualification process, buyer personas, or training programme.
Common questions
Short answers for people evaluating or rolling out Skylar to new users.
Who is this Skylar onboarding flow for?
This onboarding flow is for new Skylar users who have been invited by an organisation, sales coach, sales trainer, or enablement team.
What does a new user do first in Skylar?
A new user starts by opening their invite link, creating their account, and completing an onboarding roleplay that introduces the Skylar practice experience.
Can an organisation control the first real roleplay?
Yes. After the common onboarding roleplay, the user moves into an organisation roleplay that can be set by the company, sales coach, or enablement team.
Why does Skylar include reflection after the roleplay?
Reflection turns the roleplay into coached practice. The user reviews the conversation, receives guidance, and understands what to improve before the next attempt.
Ready to start using Skylar?
Open Skylar if you already have access, or speak with the team about setting up your workspace.