First-time setup

The first time you sign in to Sophie, you'll go through a short setup. This guide walks you through what to expect so you can get up and running quickly.

Step 1: Sign in

Use the email and password you created in Creating your account. Sophie will recognize that it's your first visit and start the setup wizard automatically.

Step 2: Complete your profile

Sophie will ask for a few details to personalize your experience:

• Your name — shown to your team and in conversations.
• Your role — for example, advisor, associate, or operations.
• Your time zone — so scheduling features use the right local time.
• A profile photo (optional) — helps teammates recognize you in shared spaces.

You can change any of these later under Settings.

Step 3: Take the guided tour

Sophie offers a brief tour of the main areas of the app. We recommend taking it — it only takes a couple of minutes and shows you where things live. You can always skip it and come back later.

Step 4: Land on your dashboard

After the tour, you'll arrive at your dashboard. This is your home base in Sophie. From here you can:

• See a summary of what's happening with your clients today.
• Jump into a conversation with Sophie.
• Review upcoming tasks and meetings.
• Manage your client list and connected tools.

What's next

Now that you're set up, learn your way around with Navigating Sophie.