Getting Started with XTM One
This chapter shows you how to sign in and find your way around XTM One for the first time.
Sign in
Open the XTM One sign-in page and choose the login method available in your organization.
You may see one or more of these options:
- sign in with your company account
- sign in with email and password
- create a local account, if your organization allows it
If your organization uses single sign-on, you will be redirected to your identity provider and then brought back into XTM One automatically.
What happens after sign-in
After you sign in, you land in the main application area.
The first screen gives you access to:
- the sidebar for moving between sections
- the top bar for profile, notifications, and quick actions
- the main page content in the center of the screen
Find your way around
Use the left sidebar to switch between the main parts of XTM One.
The most common places to start are:
- Dashboard for the overall view
- Chat to ask a question or work with an assistant
- Agents to open a specific assistant
- History to review completed work
- Profile to update your own settings
If you are an administrator, you will also see the administration sections in the sidebar.
Understand what you can access
What you see in XTM One depends on your role and your organization’s license.
In practice, this means:
- some users only use the shared platform experience
- some users can use ready-made AI assistants
- some users can manage their own agents and related resources
If a section is missing, it may not be enabled for your account.
Start with the dashboard
If you are not sure where to begin, open the Dashboard first.
It is the best place to:
- see recent activity
- check what is already in progress
- find the next action you need to take
Next step
Once you are signed in and comfortable with the layout, move to the Foundations section.
Start with Foundations Overview, then continue to Data model before you move into the Dashboard and the rest of the UI chapters.