Onboarding Guide

The onboarding wizard helps you configure your organization's AI governance settings quickly and effectively. This guide explains each step in detail.

Starting Onboarding

The onboarding wizard automatically appears when you:

• Create a new account with a new organization
• Are invited to set up an organization
• Need to reconfigure your organization settings

Step 1: Focus Areas

Select your primary objectives for using Containment.AI:

Guardrails

Choose this if you need to:

• Block sensitive data from being sent to AI systems
• Enforce acceptable use policies
• Prevent data leakage in real-time

Audit

Choose this if you need to:

• Track all AI interactions for compliance
• Generate reports for auditors
• Maintain visibility into AI usage patterns

Compliance

Choose this if you need to:

• Meet regulatory requirements (HIPAA, SOC 2, GDPR, etc.)
• Document AI governance controls
• Demonstrate due diligence to stakeholders

Other

Select this for custom requirements not covered above.

tip

You can select multiple focus areas. Your selections help us recommend the most relevant initial configuration.

Step 2: Organization Details

Configure your organization's basic information:

Organization Name

Enter your company or team name. This will be displayed throughout the dashboard and in reports.

Email Domains

Your primary domain is automatically detected from your signup email. You can add additional domains if your organization uses multiple email domains.

AI Platforms

Select which AI platforms your organization uses or plans to use:

• ChatGPT / OpenAI
• Claude / Anthropic
• Google Gemini / Bard
• Microsoft Copilot
• Other AI tools

This helps us configure relevant policies and monitoring.

Step 3: Guardrail Presets

Choose a starting configuration for your security policies:

Recommended Preset

Best for most organizations

Provides balanced protection that:

• Blocks common sensitive data patterns (SSN, credit cards, etc.)
• Warns on potential PII before sending
• Logs all AI interactions for audit
• Allows business-justified exceptions

Strict Preset

Best for highly regulated industries

Maximum protection that:

• Blocks all potentially sensitive content
• Requires approval for exceptions
• Enhanced monitoring and alerting
• Recommended for healthcare, finance, government

Minimal Preset

Best for awareness and monitoring

Light-touch approach that:

• Monitors AI usage without blocking
• Logs interactions for visibility
• Alerts on high-severity violations only
• Good for initial rollout and assessment

Trigger Behavior

For each preset, configure how policies respond:

Behavior	Description
Block	Prevent the action and show a warning
Warn	Show a warning but allow the user to proceed
Log	Record the event silently without user notification

Step 4: Deployment

Configure how to deploy Containment.AI to your users:

MDM Deployment (Recommended for Enterprise)

If you use a Mobile Device Management solution:

1. Select your MDM provider:

   • Microsoft Intune
   • Jamf Pro
   • VMware Workspace ONE
   • Other MDM

2. Follow the provider-specific instructions to push the Chrome extension

3. Configure the extension with your organization ID

Manual Installation

For smaller teams or pilots:

1. Each user installs the Chrome extension from the Chrome Web Store
2. Users sign in with their work email
3. The extension automatically connects to your organization

Deployment Status

Track deployment progress from the dashboard:

• See how many users have the extension installed
• Identify users without protection
• Monitor extension health and connectivity

Completing Onboarding

After finishing all steps:

1. Review your configuration summary
2. Click Complete Setup to finalize
3. You'll be taken to the dashboard with your new configuration active

Skipping Onboarding

If you want to explore first:

1. Click Skip for now at any step
2. You'll be assigned to the Demo Corporation
3. Explore with sample data before configuring your own organization
4. Return to onboarding anytime from Settings

Changing Settings Later

All onboarding settings can be modified after initial setup:

Setting	Location
Organization name	Settings > Account
Email domains	Settings > Account
Policies	Policies page
Deployment	Integrations page

Troubleshooting

Domain not recognized

If your email domain is blocked (e.g., personal email), you'll need to:

• Use a work email address, or
• Contact sales for special arrangements

Organization already exists

If an organization exists for your domain:

• Request access from the existing admin
• Use Demo Corporation while waiting for approval

Need to restart onboarding

Contact support to reset your onboarding status if you need to start fresh.