Welcome to Akooda! In this guide, we’ll instruct you on how to set up Akooda with your account.

Once done, your account manager will trigger the first scan of your account and will set a walkthrough session to show off all Akooda can do. Then, when you’re up and running, you can walk about and explore the other features in the main User Guide.

Before anything else, check that you have access to your account by logging into the Akooda app with your organization’s email domain. If you’re signed in, you should be able to see the “Account Settings” pages, including “Apps”, “Tags” and “People” on the left navbar.

Setting up Akooda can be quick and easy, and should only take you a few minutes when you follow these simple steps to get started.

As we approach your start date we’d like your help with coordinating the intro meeting using the scheduling link or by sharing some time slots that work for the team (ideally including the system admins for the apps your wish to integrate with).

During the meeting, we'll walk you through the steps below required to get you set up on Akooda. That said, whether you had the meeting or not, you are always more than welcome to go ahead and start them on your side using the linked guides.

If you have any questions as you go, feel free to reach out to our support team or message us in the shared slack channel.

For Akooda to be aware of your organization’s structure, you need to compile a spreadsheet listing all of your current employees, with at least 2 columns: their email and department. This spreadsheet can be sent to us over email or imported directly to the People Settings page (where you can also export the expected format).

Any other columns you would like to include are optional and very-much encouraged (such as position, direct manager, team, location, tenure, gender, etc.) - as they will be used to provide more and better insights.

NOTE: It is highly recommended to export the chart from your HRIS system - the People Management guide will elaborate more, including links to export guides of popular HR solutions.

This is a super quick, minimal-clicks process done by app admins with the rights permissions - see the Apps Integrations help center section for more details on each connector listed on the Apps Settings page.

You should strive to add all supported apps to maximize the coverage of your organization’s digital footprint. All apps are built with inherent privacy and security protections in place as noted in the Akooda Integration Principles.

NOTE: Make sure to follow the guides, as some integrations require extra steps in addition to just clicking the “Connect” button. For instance, Google’s requires you to create a dedicated akooda@ user.

The more tags you add the smarter Akooda gets. In this step, head over to the Tags Settings page to configure the initial collection of "topics" that are top of mind for you, such as features, projects, technologies, and customers, all grouped by categories. The Categories and Tags article will help you get the gist of it all.

Not sure you added everything you’re after? Worry not! You can edit them at any time, any day. Our system is aware of any incoming changes and will re-tag your entire data within 24hr of the most recent updates. Also, your account manager will help with more suggestions as you onboard.

NOTE: Already connected to some of your apps? Let us know and we will share recommended tags detected by our NLP engine. This should help get your wheels turning on additional topics relevant to your organization.

As soon as you’re done with the abovementioned set-up steps, let your account manager know to both trigger the initial processing of your data and schedule the onboarding meeting. During that meeting, we will give you a tour of the platform, your data, and its insights.

NOTE: Our team will let you all Akooda account admins know as soon as that first scan is complete, so you can free roam the app in your own time to learn what’s happening in your organization - even before we meet.

That’s it! Congratulations, you have joined the exalted ranks of Akooda customers! Give yourself a pat on the back.

Now that you’re all set up, here are some steps we recommend:

Was this page helpful? Provide feedback on this article and ways we can improve to [email protected].