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If you’re onboarding a new environment, aim for these milestones.

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1) Operator: triage an alert → open a case

  • Go to Incident Management → Alerts
  • Open an alert and review the context
  • Create or link a Case
Docs: Incident alerts · Incident cases Video track: Operator track

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2) Admin: provision a customer

Provision a tenant and verify it appears correctly in the Customers view. Docs: Customer provisioning

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3) Admin: connect an integration / connector

Connect at least one data source and verify it shows up in CoPilot. Docs:

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4) Validate indices and retention

Make sure the backing indices/patterns exist and data is landing where expected. Docs: Indices management