Onboarding pilotProject · Product team
Current- Owner
Daniel ReyesLinear- Customer
- NorthwindNotion
- Decision
- Offer assisted setup for the pilotCustomers complete setup themselvesMeeting notes
- Still open
- Wider rolloutSlack
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Product team09:41
Let's offer assisted setup for the pilot.
Onboarding planUpdated
Pilot owner: Maya Chen · Product
Product weeklyYesterday
Approved: assisted setup for the pilot only.
Onboarding pilotProject
- Current decisionAssisted setup, pilot only
- OwnerMaya Chen
- Proposed in#product-team
Your agentCompany context
What have we decided about onboarding?
Assisted setup is approved for the pilot only. Maya Chen owns it for Product; the wider rollout remains open.
How it works
Your company,
mapped automatically.
Ambial finds people, projects and decisions across your tools and creates linked records for each. Together, they form your company context.
Your company context
Daniel ReyesPersonOnboarding pilotProject
NorthwindCustomer
Assisted setupDecision
Import serviceSystem
ProductTeam
Recognize the same project.
A plan, a ticket and a meeting can refer to one project. Ambial brings them together.
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Link the project to its owner, customer and decisions. Follow any connection back to its source.
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History
Decisions change.
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When a later discussion changes a decision, Ambial updates the current position and keeps what it replaced, with the reason and the source.
Onboarding pilot
Previously
Customers complete setup themselves.
Current decision
Offer assisted setup for the pilot.
Why it changed
Import issues were blocking customers during setup. The team agreed to help pilot customers get started.
Product weeklyPilot only · Wider rollout still open
Needs your callEverything else updates automatically
Same project?
“Onboarding v2” in Linear and “Onboarding pilot” in Notion may describe the same work.
Keep separateMerge
Conflicting statement
The help center still describes self-serve setup for pilot customers.
Review
When it matters
Automatic by default.
Your call when needed.
Routine source updates flow straight into Ambial. When a match is uncertain or sources disagree, Ambial asks your team instead of guessing.
Tools and agents
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Connect selected spaces and projects. Ambial follows updates while your team keeps working in its existing tools.
Questions about getting startedFAQ
Questions?
The practical details.
Do we need to move our documentation?
No. Keep it in your existing tools. Ambial follows the sources you connect.
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No. Your assistants and custom agents access company knowledge through MCP or an API.
How is this different from search?
Search finds documents. Ambial also connects the people, projects, customers and decisions those documents describe, keeps their history, and gives agents a current brief with its sources.
Which tools and agents can we connect?
We'll confirm supported sources and agent connections with each early-access team, based on the tools you already use.
Who is early access for?
Startup teams using agents across product, engineering and operations, with knowledge spread across several tools.