Getting Set Up

Getting set up in Flowlytics

Flowlytics starts by grounding the project before anything else opens up. This setup guide explains how discovery works, what gets saved if you stop, and how documents help the platform build a stronger project foundation from the start.

What this stage does It builds the project foundation before research, reporting, or strategy workflows begin.
What stays locked The workspace and methods stay closed until the setup is strong enough to trust.
Why it matters Better setup creates better evidence, stronger recommendations, and cleaner product decisions later on.

Start every project with a grounded foundation

Every new project begins in discovery. Flowlytics keeps the project in an in-discovery state until there is enough grounded information to support research properly. That means the platform is not just collecting labels. It is building the context that later methods, evidence, and strategy outputs depend on.

  • The project starts in discovery and stays there until setup is complete.
  • Research methods do not unlock while the foundation is still incomplete.
  • The wider workspace stays closed until Flowlytics has enough context to work from.

What the discovery session is actually looking for

The discovery session adapts to the kind of project you are setting up. A new product idea, a redesign, and a churn problem do not need the same follow-up questions, so the platform keeps probing until the answers are useful enough to guide real work.

Project setup and decision context

Flowlytics needs the product name, a clear description, direct competitors, the decision objective, and the main constraints shaping the work.

Users, workflow, and success signals

The platform also needs to understand who is affected, where the workflow breaks today, and what success needs to look like before research begins.

If answers are vague, Flowlytics treats that as incomplete setup, not as approval to move on. The platform advances when the project is grounded, not when fields happen to be filled.

How pause and resume works

If setup is interrupted, discovery can pause without turning the project into a low-quality live workspace. Progress is saved exactly where it was left, and when you come back, Flowlytics reopens discovery at the right point instead of pretending the foundation is already finished.

  • Current discovery progress is preserved.
  • The project remains locked in discovery until setup is fully grounded.
  • Research methods stay unavailable while critical information is still missing.
  • This protects downstream reports from being shaped by a weak setup.

Bring documents into setup when you already have evidence

Discovery uploads are optional, but they are useful when you already have source material such as briefs, notes, decks, transcripts, or internal context documents. Flowlytics can pull structured setup context from those files, reduce repeated manual input, and still ask for clarification if something important is missing.

  • The AI extracts setup context from uploaded files and combines it with your answers.
  • Original files can continue to support later evidence and strategy work.
  • Important gaps or vague claims can still trigger follow-up questions.
  • You should not need to keep re-uploading the same core material later.

Where to go next

Once the project is grounded, you can move into the next help-centre guides depending on what you need to do next inside Flowlytics.

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