Docs › Getting Started › Training Training & Guides
Vantage provides in-depth walkthrough guides for every major feature of the platform. Each guide is a step-by-step tutorial designed to take you from zero to fully configured.
Available Guides
Getting Set Up
Guide What You'll Learn Account Setup The complete 4-step signup wizard — creating your account, providing company info, selecting a billing plan, and getting started Organizations When to create an organization, how they work, and managing cross-company settings Companies What companies are, when to create them, data isolation, and management Managing Users Adding, editing, and deactivating users, assigning roles and companies Roles & Permissions Creating custom roles, available permissions, and example role configurations
Building & Visualizing
Guide What You'll Learn Building Workflows The Workflow Editor, adding and connecting nodes, running workflows, data preview Creating Dashboards Creating dashboards, adding tiles, configuring data sources, sharing, and AI features Connecting Integrations Setting up OAuth and API key integrations, managing credentials, using integrations in dashboards and workflows
Guide What You'll Learn AI Features Global AI assistant, tile AI, AI providers, context configuration, AI workflow nodes Settings Overview Complete walkthrough of every settings tab — personalization, account, organization, and AI features Managing Billing Token balance, purchasing tokens, billing modes, Stripe integration, transaction history
Learning Path
If you're brand new to Vantage, we recommend following this order:
Account Setup Connecting Integrations Creating Dashboards Building Workflows AI Features Managing Users Settings Overview