Completing the Getting Started Guide

How to use our in-app guide and Maz, our AI onboarding companion, to get the most out of your new Ninety account.

Written by Tommy Mains

Updated at October 7th, 2024

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Table of Contents

What Is the Getting Started Guide? The Getting Started Guides for Owners and Managees What Is Maz? How to Speak to a Ninety Team Member Activating Maz Chatting with Maz

What Is the Getting Started Guide?

The Getting Started Guide is an in-app tutorial designed to get new users up and running on Ninety during their free trial or after joining a company already using Ninety. To access the Getting Started Guide:

  1. Click the Getting Started card on the Left Navigation.
  2. Click Turn On Maz to have access to our AI onboarding companion.
  3. Click on your current phase, Lay the Groundwork, for example.
  4. Read about the recommended task.
  5. Click the Learn More link for additional resources.

 

The Getting Started Guides for Owners and Managees

Getting started with a new tool like Ninety involves a learning curve from beginner to proficient to mastery; Maz can help bridge those gaps faster than ever.

Following our in-app journey helps users get the most out of their Ninety subscription right away. We have two Getting Started Guides for new EOS users:

  • For owners — the user who created the account.
  • For team members — users with the Managee role.

Click through the tabs below to see what's included:

For Company Owners

The Getting Started Guide for owners has three categories to complete — each with a number of tasks proven to get your leadership team up and running on Ninety:

  1. Law the Groundwork
    1. Invite your leadership team to Ninety
    2. Add issues to the leadership team's to-do list
    3. Create Rocks
    4. Populate your Scorecard with Measurables
    5. Check out the Meetings tool
  2. Build Traction®️
    1. Run your first Level 10 Meeting™️
    2. Capture To-Dos during your meeting
    3. Encourage leadership team members to create more issues
    4. Use Headlines for announcements and Cascaded Messages
    5. Run your second Level 10 Meeting™️
  3. Look Ahead
    1. Enter your V/TO®️
    2. Update quarterly Measurables
    3. Capture long-term issues
    4. Run a quarterly meeting
 
 

For Managees

The Getting Started Guide for managees has three categories to complete — each with a number of tasks proven to get team members up and running on Ninety:

  1. Lay the Groundwork
    1. Personalize your profile
    2. Familiarize yourself with what you can do in Ninety
    3. Review your team's issues
    4. Review your team's Rocks
    5. Review your team's Scorecard
  2. Build Traction®️
    1. Join or host a Level 10 Meeting™️
    2. Capture To-Dos during the meeting
    3. Create Issues for your next meeting
  3. Look Ahead
    1. Visit the V/TO®️ tool
    2. Review the Accountability Chart™️
    3. Prepare for your first Quarterly Discussion
 
 

 

What Is Maz?

Maz is Ninety's experimental AI onboarding companion. We're building Maz to be helpful to you. First and foremost, Maz can help you navigate our platform and answer questions about your business operating system. 

 

How to Speak to a Ninety Team Member

To speak with a Ninety team member directly, use the chat bubble on the bottom right of your screen.

 

 

 

Activating Maz

Maz is available for new users powering their EOS® journey with Ninety. To activate Maz:

  1. Click Getting Started from the left navigation.
  2. Click Turn On Maz.

Now, you can begin entering prompts for Maz to answer. You'll also have access to click recommended questions to ask Maz to help you work through the Getting Started Guide.

 

You will not be able to access the onboarding AI chatbot if you “X” out of Have a Question? popup without activating Maz. Use the chat button on the bottom right of the screen to ask any question about using Ninety or to speak to a team member.

 

 

This video shows the steps above:

 

Chatting with Maz

To ask Maz a question:

  1. Click the Getting Started card on the left navigation.
  2. Type your question in the textbox under Have a Question.
  3. Click the paper airplane send button.
  4. Click the down arrow on the top right of the chat to minimize the conversation.

You can also start a conversation with Maz by clicking one of the recommended questions under a task in the Getting Started Guide.

 

Maz is always learning to provide clearer, more accurate, and more detailed responses. If you receive an inaccurate or unhelpful response, please click the circled exclamation point at the bottom right of the response.

 

If you accidentally mark a response as incorrect, simply click the now-red exclamation point icon to unmark the response.

 

 

To view previous responses from Maz, click on the up arrow on the top left of the Have a Question popup.

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