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Onboarding

Onboarding configures the initial workspace monitoring scope.

Users can select suggested interests and add a custom ticker. Each selected item becomes part of the initial setup.

When onboarding is completed, NataPulse creates or seeds an initial watchlist from the selected interests.

The wizard presents the alert channels currently available to the workspace. The current basic flow supports in-app notification selection.

Workspace configuration can be limited to administrators or users with watchlist-management permission. Other users may see a message indicating that an administrator must complete onboarding.

Completing onboarding does not lock the workspace permanently. Watchlists can be refined later from the Watchlists page.

Users can skip onboarding and enter Live Pulse. This avoids forcing invented preferences, but the workspace will have less personalized monitoring context until watchlists and alerts are configured.

Begin with a small number of assets or themes that are genuinely monitored. Add broader sector or wallet scopes after reviewing the event volume and signal quality.