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

# Get onboarded on Spott

> Your guided path from first login to running your desk in Spott.

[Spott](https://spott.io/) is the **AI-native ATS and CRM** for recruitment firms. It was
born from frustration with legacy systems like Bullhorn, bolt-on tools, and AI's unused
potential for recruiting. Spott is built with AI at the core, as an intelligent and
easy-to-use platform where everything works together.

Instead of passively storing data, Spott captures every interaction and turns it into
action. It powers smarter search, outreach, and BD, resulting in more placements, faster.

## How to use this guide

Work through the four parts in order. Each page is a standalone walkthrough you can follow
with Spott open in another tab, and ends with a short checklist so you can confirm you
have actually done it.

<Note>
  This guide is deliberately self-contained. Wherever a topic goes deeper than onboarding
  needs, you will find a link into the full [documentation](/index), which you can come
  back to at any time.
</Note>

<Steps>
  <Step title="Set up your account and get your data in">
    Sign in, configure your personal settings, set up the workspace, and migrate your
    candidates.
  </Step>

  <Step title="Get to know the core features">
    Candidates, jobs, companies, and placements: the records your desk runs on.
  </Step>

  <Step title="Get to know the core tools">
    Notes, tasks, inbox, calendar, dashboard, and reporting.
  </Step>

  <Step title="Learn the best practices">
    The handful of habits that make everything else work, plus how to reach us.
  </Step>
</Steps>

## 1. Set up your account and get your data in

<CardGroup cols={2}>
  <Card title="Set up Spott (user)" icon="user-gear" href="/docs/onboarding/setup-user">
    Your own account: preferences, profile, notifications, email, and calls.
  </Card>

  <Card title="Set up Spott (admin)" icon="screwdriver-wrench" href="/docs/onboarding/setup-admin">
    The workspace: stages, labels, data model, features, and access.
  </Card>

  <Card title="Billing and credits" icon="credit-card" href="/docs/onboarding/billing">
    Seats, credits, and topping up.
  </Card>

  <Card title="Self-migration guide" icon="database" href="/docs/onboarding/self-migration">
    Bring your candidates in with CSV or bulk CV upload.
  </Card>
</CardGroup>

## 2. Get to know the core features

Navigate through each of these pages to learn the essentials of the Spott platform, on
both the ATS and the CRM side.

<CardGroup cols={2}>
  <Card title="Manage candidates" icon="users" href="/docs/onboarding/manage-candidates">
    Every route into your database, then work a candidate record end to end.
  </Card>

  <Card title="Manage jobs" icon="briefcase" href="/docs/onboarding/manage-jobs">
    Create a job and run its pipeline.
  </Card>

  <Card title="Manage clients" icon="building" href="/docs/onboarding/manage-clients">
    Companies, contacts, and business development.
  </Card>

  <Card title="Record and track placements" icon="handshake" href="/docs/onboarding/placements">
    Close the loop when someone gets hired.
  </Card>
</CardGroup>

## 3. Get to know the core tools

Navigate through each of these pages to get to know the essential tools in Spott, and how
to make best use of them.

<CardGroup cols={2}>
  <Card title="Home dashboard" icon="gauge" href="/docs/onboarding/dashboard">
    Your day at a glance, with targets.
  </Card>

  <Card title="Inbox and calendar" icon="inbox" href="/docs/onboarding/inbox-calendar">
    Email and meetings, in one place.
  </Card>

  <Card title="Tasks and notes" icon="list-check" href="/docs/onboarding/tasks-notes">
    Capture what happened, and never drop a follow-up.
  </Card>

  <Card title="Reporting" icon="chart-column" href="/docs/onboarding/reporting">
    Build the reports your team runs on.
  </Card>
</CardGroup>

## 4. Best practices and support

<CardGroup cols={2}>
  <Card title="Best practices" icon="circle-check" href="/docs/onboarding/best-practices">
    Four habits that make Spott work for you.
  </Card>

  <Card title="Getting support" icon="comments" href="/docs/onboarding/support">
    Where to find answers, and how to reach the team.
  </Card>
</CardGroup>
