Setup Checklist

The Setup Checklist helps you configure your Alva account step by step. It tracks what you’ve done and what’s left, and automatically detects when steps are complete based on your account data.

​

Accessing the checklist

Go to Settings → Setup to see your checklist.

​

How it works

The checklist is organised into categories, each containing a set of tasks:

• Company Context — set up your company profile, add products and competitors
• Email — connect your inbox, set up signatures
• Discovery — create search profiles, configure your first search
• BDR Agents — create email templates, set up an agent
• Team — invite team members, assign roles

Each task shows:

• A title and brief description of what to do
• An estimated time to complete
• A call-to-action button that takes you directly to the right page
• A completion status — either manually checked off or auto-detected

​

Auto-detection

Many tasks are detected automatically. For example:

• If you’ve already added a company profile, that task shows as complete
• If you’ve connected an email account, the email task is checked off
• If you’ve created a discovery profile, that step is marked done

You don’t need to come back to the checklist to tick things off — Alva recognises when you’ve done them.

​

Notes

You can add personal notes to any checklist item — for example, reminders about what you still need to do, or context for later.

​

Maturity stages

As you complete more of the checklist, your account progresses through maturity stages — from New through to Power User. This is a simple way to see how fully you’re using the platform.

​

Skipping steps

If a step doesn’t apply to you, you can skip it. Skipped steps don’t count against your completion percentage.