Getting started with PantherIQ

1. Create your workspace

Click Get started on the marketing site, choose your plan, and invite the teammates who will review outcomes. Each workspace receives an owner role by default, plus optional admin and operator seats.

• Verify your email and enable SSO/OAuth for quick sign-in.
• Define workspace name and business unit—this appears on invoices and reports.
• Review the automation catalog to flag which playbooks you intend to activate.

2. Select an automation

Browse the Automations section of the dashboard. Each card includes the outcome it delivers, integrations required, and KPIs PantherIQ monitors on your behalf.

1. Open the automation detail page to review deployment notes and sample insights.
2. Click Request deployment and pick the workspace plus environment (demo or production).
3. Assign an internal business owner who will receive weekly summaries.

3. Connect integrations

PantherIQ automations stay in sync with your stack via OAuth or service accounts. Provide the minimum scopes needed for each integration—email, CRM, social, calendar, data warehouses, or bespoke APIs.

• Use the Integrations tab to authorize Google Workspace, Microsoft 365, HubSpot, Salesforce, Slack, X, or custom REST.
• Tag environments (demo vs. production) so we never mix data sources.
• Confirm webhook destinations if you plan to consume results programmatically.

4. Run your first automation

Once connections are verified, PantherIQ operators schedule an initial run. You can trigger a demo run immediately or wait for the production cadence defined in the runbook.

• Use the Runs tab to monitor queued, in-progress, and completed jobs.
• Outcome dashboards highlight leads generated, tickets resolved, messages sent, or workflows closed.
• Pause or resume automations without losing configuration data.

5. Review insights & outcome reports

Each run produces structured outcomes, QA notes, and operator commentary. Reports arrive via email and are also accessible through the dashboard or API.

• Outcome cards summarize the value created (meetings booked, replies handled, tasks completed).
• Trend charts show week-over-week deltas plus forecasted impact.
• Export CSV/JSON artifacts or forward results to BI tools through webhooks.

6. Troubleshoot common issues