Complete initial setup and onboarding tasks

The initial setup steps guide you through the Incident Response feature experience starting from services to downloading mobile app to ensure you're set up for success. The onboarding wizard lists the tasks you can complete to get started with Incident Response.

Before you begin

Role required: User who signed up for the account

About this task

After you sign in, you start at the home page. The home page is where you see relevant information about the tasks that need your immediate attention, the alerts and incidents assigned to you, the teams you manage or are a part of, your on-call information, and a list of critical and degraded services.

Before you do anything else you’ll start by setting up a placeholder service and get a notification.

Welcome page after signing up.

Procedure

  1. To start with the initial configuration steps, click Let's go.
  2. On the Start with a service form, enter the name of the service that your team will monitor and respond to, and the name of your team.
    Choose a service and a team.
  3. Click Next.
    Choose an integration.
  4. Select an existing integration and click Next.
    Enter your contact details where you want to get notification when you are on call.
  5. Enter your contact details where you want to get notifications when you are on call.
    Note: If you do not want to enter any of the contacts, clear the check box.
  6. Click Send test notification.
    If the contacts are correct, you will receive a test notification.
    Download your mobile app.
  7. Click Close.

    Congratulations! You have crossed the initial milestone. If you have completed the initial setup, the first two tasks in the Onboarding Wizard are marked as Completed. You can now get started with the remaining tasks to set up chat, configure notification settings, and download our mobile app by clicking Let's go in each task card.

    Onboarding wizard.

What to do next

Learn about the Incident Response interface.