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.

Skylar onboarding flow from invite received to first roleplay assessment
The Skylar onboarding flow: invite received, account setup, onboarding roleplay, organisation roleplay, reflection, and assessment.

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 1

Invite received

The new user opens the Skylar invite link sent by their organisation, coach, or enablement team.

Step 2

Account setup

The user creates their password and confirms access to Skylar.

Step 3

Onboarding roleplay

The user completes a short welcome roleplay that introduces how Skylar practice works.

Step 4

Organisation roleplay

The user starts the default scenario set by their organisation.

Step 5

Reflection

After the roleplay, the user receives a guided debrief with the AI coach.

Step 6

Assessment

Skylar provides scores and feedback after the user completes the practice flow.

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.