The Agentic Onboarding experience in Search Atlas is designed to guide new users from first login to an actively configured, AI-powered SEO workspace. This walkthrough explains what users see, what steps can be skipped, and how the platform progressively unlocks features, credits, and automation as tasks are completed.
1️⃣ First Login & Initial Redirect
1️⃣ First Login & Initial Redirect
👋 The first-time user experience
When a user logs into Search Atlas for the first time:
They are initially redirected to a call booking screen, where they can schedule a 1:1 onboarding session.
This step is optional and can be skipped.
Users may also see guided onboarding steps that introduce key features.
This initial redirect establishes context and offers direct human support before any configuration begins.
2️⃣ Onboarding Flow & Guided Setup
2️⃣ Onboarding Flow & Guided Setup
🧭 Structured onboarding before full access
After the initial redirect, users are taken into the guided onboarding flow. This flow introduces core setup steps required before the platform is fully activated. The onboarding sequence is designed to be followed step by step and cannot be completed randomly.
Each screen explains what is being configured and why it matters, preparing the account before deep feature access.
3️⃣ Landing on the Dashboard (Pre-Completion State)
3️⃣ Landing on the Dashboard (Pre-Completion State)
⏳ Dashboard with onboarding tasks active
Once onboarding begins, users arrive at the dashboard in a pre-completion state. At this point, the dashboard displays:
Onboarding task modules
Progress indicators
Sections that are not yet fully activated
This version of the dashboard is intentionally instructional and highlights what still needs to be completed.
4️⃣ Creating a New SEO Project
4️⃣ Creating a New SEO Project
🧱 Setting up the foundation
As part of onboarding, users are prompted to create a new SEO project. This includes entering project details and initiating setup. Once created, the project begins processing in the background.
This step is mandatory, as all automation, reporting, and agents are tied to an active project.
Search Atlas uses a task-based onboarding model:
Each section of onboarding contributes to overall completion.
Completing tasks increases:
Project readiness
Feature availability
User rewards
5️⃣ Task-Based Progress & Completion Requirements
5️⃣ Task-Based Progress & Completion Requirements
📋 Sequential tasks that must be completed
Onboarding is driven by tasks that must be completed in order. Users cannot skip required tasks to claim rewards. Each completed section unlocks the next step and moves the onboarding forward.
If a task is incomplete, the system clearly indicates what remains and prevents final completion.
6️⃣ Credits, Timers, and Rewards System
6️⃣ Credits, Timers, and Rewards System
💎 Understanding how rewards are earned
As tasks are completed, users earn Hyperdrive Credits.
Credits increase as onboarding progresses
Time-based bonuses may apply (for example, credits doubling within a certain window)
A visible timer shows how long bonus eligibility remains
Once onboarding is fully completed, the earned credits are applied to the account.
7️⃣ Activating Automation & Agents
7️⃣ Activating Automation & Agents
🤖 Turning on background execution
After key onboarding tasks are completed, users can activate auto-tracking and automation. This enables Search Atlas agents to begin working in the background, running audits, syncing data, and preparing insights without manual input.
This marks the transition from setup to active execution.
8️⃣ Completed Onboarding Dashboard State
8️⃣ Completed Onboarding Dashboard State
When all onboarding tasks are completed:
The onboarding task box disappears
Guidance prompts are removed
Credits are fully credited to the account
The dashboard shifts into a clean, operational state, reflecting that onboarding is finished.
9️⃣ Agency Board & Multi-Project Portfolio View
9️⃣ Agency Board & Multi-Project Portfolio View
🏢 Managing multiple projects
Users can access the Agency Board, which aggregates projects into a single view. If the user has multiple projects (for example, more than five), they appear grouped as a portfolio.
Projects can be opened directly from this view, making it easier to manage multiple accounts.
🔟 Inside a Project: Performance & Strategy Overview
🔟 Inside a Project: Performance & Strategy Overview
📊 Initial project insights
Opening a project brings users to a performance-focused view, including:
A snapshot of key metrics
Historical performance data
Filters for different time ranges (such as yearly or recent periods)
This provides immediate context on how the project is performing.
1️⃣1️⃣ Content Strategy & Topic Suggestions
1️⃣1️⃣ Content Strategy & Topic Suggestions
🧠 Planning content with AI support
Within the project, users can begin building a content strategy. They can:
Review suggested topics
Click Suggest New Topics
Edit or refine topic ideas
This step can be completed during onboarding or revisited later.
1️⃣2️⃣ Content Editing & Article Generation
1️⃣2️⃣ Content Editing & Article Generation
✍️ Generating and refining content
Once topics are selected, Search Atlas can generate articles automatically. Generated content appears directly in the interface, where users can:
Review the article
Edit the content
Approve it for further use
This demonstrates AI-driven execution in action.
1️⃣3️⃣ Google Business Profile & Keyword Confirmation
1️⃣3️⃣ Google Business Profile & Keyword Confirmation
📍 Local SEO setup
As part of onboarding, users are guided through Google Business Profile (GBP) setup. This includes:
Reviewing suggested GBPs
Editing and confirming keyword suggestions
Providing feedback using thumbs up/down
Once confirmed, local SEO tracking begins loading in the background.
1️⃣4️⃣ Background Processing & Final Navigation Options
1️⃣4️⃣ Background Processing & Final Navigation Options
⚙️ Agents continue working
After all connections are made, agents continue processing data in the background. Users can:
Go directly to the dashboard
Proceed to installations
Continue working while automation runs
At this stage, onboarding is complete and the platform is fully active.
Search Atlas’ Agentic Onboarding is more than a setup flow, it’s a progressive journey from exploration to execution. Each step is intentionally designed to reduce friction, surface value early, and transition users into a fully operational SEO environment powered by intelligent agents.
By the time onboarding is complete, the platform shifts from guidance to autonomy. Tasks disappear, automation takes over, credits are unlocked, and the dashboard becomes a live reflection of real performance. Whether managing a single project or an entire agency portfolio, users move forward with confidence, knowing Search Atlas is working continuously in the background.
This is onboarding built not just to educate, but to activate!