> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tartini.com.br/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Your Operation Ready with the Checklist

> The Home page steps that get Tino ready to provide support: Identity, Processes, channel, and team.

export const Artigo = ({titulo, href, children}) => <a className="lista-artigos-item" href={href}>
    <span className="lista-artigos-texto">
      <span className="lista-artigos-nome">{titulo}</span>
      {children ? <span className="lista-artigos-desc">{children}</span> : null}
    </span>
    <svg className="lista-artigos-seta" viewBox="0 0 24 24" width="18" height="18" aria-hidden="true">
      <path d="M9 6l6 6-6 6" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" />
    </svg>
  </a>;

export const Lista = ({titulo, children}) => <div className="lista-artigos">
    {titulo ? <p className="lista-artigos-titulo">{titulo}</p> : null}
    <div className="lista-artigos-itens">{children}</div>
  </div>;

Until the operation is ready, the Home page works like a checklist. It shows what's missing before the AI can start working and unlocks the steps in the right order.

<Note>
  Only the Administrator can complete the checklist. Other roles see the **sua empresa está sendo configurada** (your company is being set up) screen, with the progress, until setup is finished.

  The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
</Note>

***

## The steps

| Step                                         | What it requires                                                                           | Where it happens                                                    |
| -------------------------------------------- | ------------------------------------------------------------------------------------------ | ------------------------------------------------------------------- |
| **Identidade da Empresa** (Company Identity) | Teach Tino about the business: properties, personality, and operations                     | **Cérebro**                                                         |
| **Processos** (Processes)                    | Map at least one process for the operation. Only appears on the Scale and Enterprise plans | **Cérebro > Processos** (Cérebro > Processes)                       |
| **Canal de atendimento** (Support channel)   | Connect a channel for Tino to receive and reply to messages                                | **Configurações > Canais** (Settings > Channels)                    |
| **Equipe** (Team)                            | Invite the people who are part of the operation                                            | **Configurações > Empresa > Usuários** (Settings > Company > Users) |

The Processes, Channel, and Team steps stay locked until Identity is complete. Clicking a locked step opens the **Conclua a Identidade da Empresa** (Complete the Company Identity) modal, which lists what's missing, with a **Cadastrar** (Register) button for each item.

***

## What completes Identity

The Company Identity step is considered complete when the Cérebro has:

* At least three properties (documents, questions and answers, websites, or policies).
* Items registered in Communication (tone of voice), Guidelines, and Compliance.
* On plans with AI operations: items registered in Clarifications, Routing, and Availability.

The step shows the percentage while it's incomplete. See [Training the Cérebro](/en/primeiros-passos/guias/treinando-o-cerebro) to do this in the right order.

***

## The floating widget

On any screen, a circle in the bottom-left corner shows the percentage complete and the current step. Click it to open the **Preparando sua operação** (Preparing your operation) card, with the steps and the **Conectar canal** (Connect channel), **Convidar equipe** (Invite team), and **Mapear processos** (Map processes) buttons. When you open the Cérebro, Channels, or Users, the widget opens on its own at the matching step.

***

## When everything is ready

With all four steps complete, the widget shows **Tudo pronto!** (All set!) and the **Iniciar trabalho** (Start working) button, which takes you to the Inbox. From then on, the Home page shows the operation dashboard instead. See [The Home page explained](/en/metricas/pagina-inicial).

<Tip>
  Deleting a required item from the Cérebro sends the step back to pending.
</Tip>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="I'm a manager and the Home page says the company is being set up.">
    Only the Administrator can complete the checklist. Until they finish, other roles see the progress, without the buttons.
  </Accordion>

  <Accordion title="The Processes step doesn't show up for me.">
    It only exists on plans that include Processes (Scale and Enterprise). See [Plans and what each one unlocks](/en/visao-geral/planos-e-recursos).
  </Accordion>

  <Accordion title="I finished everything and the widget keeps showing up.">
    Click **Iniciar trabalho** (Start working). The widget disappears for this session.
  </Accordion>
</AccordionGroup>

***

## Related articles

<Lista>
  <Artigo titulo="Getting Started with Tartini" href="/en/primeiros-passos/guias/comecando-com-o-tartini">The complete guide, step by step.</Artigo>
  <Artigo titulo="Connect WhatsApp via QR Code" href="/en/canais/whatsapp-qr-code">Connect a number with your phone for your first channel.</Artigo>
</Lista>


## Related topics

- [Create Your Account](/en/primeiros-passos/configuracao/crie-sua-conta.md)
- [Complete Your First Access](/en/primeiros-passos/configuracao/primeiro-acesso.md)
- [Frequently Asked Questions for Beginners](/en/primeiros-passos/perguntas-frequentes/iniciantes.md)