First Login Experience

The first time you open SiteTrax.io with Intelligence enabled, you are asked to complete a short profile interview. It takes a few minutes and it is what makes later answers specific to your operation rather than generic.

1. The invitation

SiteTrax.io opens a welcome panel over the dashboard explaining that Intelligence helps you understand what is happening across your operation, identify exceptions faster, and focus attention where it matters. It notes that eight short questions tailor Intelligence to your priorities and that your draft is saved so you can resume later. Select Start interview.

If you dismiss the panel, a Finish setup card remains in the left sidebar showing how far you got, with a Resume button.

2. The eight questions

1. Who are we talking to? Name, title, company and website.
2. What do you do most days? Run a gate, run a yard, answer customers, or watch the numbers.
3. What are you actually trying to get done? Your goals, which can differ from your title.
4. Where do you need visibility? Gate, yard, dock, road, or a second site. Include places nothing is watching yet.
5. What else do you already have? A yard management system, a TMS, hand-kept spreadsheets, detention invoices, appointment data, or nothing outside SiteTrax.io.
6. What costs you the most? Detention and per diem, trucks waiting, units you cannot find, or disputes without proof.
7. Add any operating numbers you know. Optional, and skippable.
8. How much do you want to read? Just the answer, answer plus why, or show the working. You can also store custom instructions for tone, focus and terminology.

Progress is listed down the left, and you can jump back to any answered question. A draft-saved indicator confirms your work is held as you go.

3. Question seven adapts

The operating-numbers question changes based on the costs you selected. Flag detention and per diem, and SiteTrax.io asks for units charged in a normal month, free time before charges start, the detention rate with its currency and basis, and an effective date. Decimal amounts are stored exactly rather than converted to floating-point values.

4. Review and publish

The review screen lists every answer before anything is committed, together with the calculation timezone inferred from your browser. That timezone is saved as context for date and time calculations and is not treated as a confirmed facility timezone.

Select Publish profile. Publishing creates an immutable revision. You can reopen it later without replacing its history.

5. Your working brief

After publishing, SiteTrax.io shows the working brief generated from your answers. This is the context a connected assistant receives. Custom AI instructions are saved with the revision but kept separate from the brief.

Select Return to Intelligence to reach the hub.

Only answers you explicitly confirmed are published. Values shown from your account for display are not silently promoted into stored facts.