Getting Started with OpsGrip
Welcome to OpsGrip! Here's what to expect when you sign up.
Your First 15 Minutes
When you create your account, OGI — your AI companion — walks you through everything. No specialist call required. No scheduling. Just you and OGI, at your pace.
Phase 1: Guided Setup (5 minutes)
OGI walks you through 15 quick steps to set up your workspace. You'll tell OGI about your company, your team size, your role, and what features matter most to you. Everything you enter automatically fills in your Settings — no double entry.
Steps include: - Your name and job title - Company details (name, website, address) - Company size and IT team size - Your role (IT Director, Sysadmin, Help Desk, Field Tech, CIO) - Pain points and current tools - Features you want enabled - Notification preferences - Picking your OGI personality vibe
Phase 2: Interactive Tour (5-10 minutes)
Once setup is done, OGI takes you on a 10-stop hands-on tour. You'll actually do real tasks — add a dashboard tile, create a site, log an inventory item, write a KB article, and more. Each stop earns XP, and OGI celebrates your progress along the way.
Phase 3: Settings Review (2-3 minutes)
Finally, OGI walks you through every Settings tab so you know where everything lives. Since Phase 1 already pre-filled most of your settings, this is more of a quick review than a setup step.
After Onboarding
Once you're through the tour, your workspace is fully set up and ready to use. You'll have: - A customized dashboard with role-appropriate tiles - Demo data to explore (sites, inventory items, KB articles, tasks) - All your preferred modules enabled - OGI ready to answer IT questions anytime
Tips
- Use the Knowledge Base — We've included 140+ starter articles covering common IT topics. They're marked with a "STARTER" badge so you can tell them apart from your own content.
- Customize your dashboard — Click Edit Mode to drag, drop, resize, and add tiles. You can create multiple custom dashboards.
- Ask OGI anything — OGI is a full IT copilot. Ask about network issues, policy questions, or let it help you write emails and KB articles.