# First Login Experience

![First Login Experience](https://docs.sitetrax.io/uploads/images/gallery/2026-09/st-intel-first-login-feature.png)

The first time you open SiteTrax.io with Intelligence enabled, you are invited to complete a short profile interview. It records your priorities and personalizes the native coverage review. Publishing also makes selected facts and priorities available for a connected assistant to retrieve when relevant; it does not guarantee how that assistant answers.

## 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 explains that a short interview tailors 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. Your profile questions

The interview covers the topics below. Follow the questions and progress shown for your account; additional questions and available choices can vary.

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.

![Question one of the Intelligence profile interview](https://docs.sitetrax.io/uploads/images/gallery/2026-09/st-intel-ui-interview-q1-identity.png)

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. Operating details

The operating details can depend on the costs you selected. For detention and per diem, the profile can record units charged in a normal month, free time, and a rate with its currency, billing basis and effective date. Only enter values you know and identify the charge they describe. Saving these inputs does not independently verify a tariff, invoice or liability.

![Question seven expanded with detention inputs](https://docs.sitetrax.io/uploads/images/gallery/2026-09/st-intel-ui-interview-q7-operating-numbers.png)

## 4. Review and publish

The review screen lists your saved draft answers before you publish, together with the timezone inferred from your browser. That timezone is saved as user context; it does not establish a facility timezone or silently change the time window of an operational query.

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

![The published profile review screen](https://docs.sitetrax.io/uploads/images/gallery/2026-09/st-intel-ui-profile-review-published.png)

## 5. Your working brief

After publishing, SiteTrax.io shows the working brief generated from your answers. The brief, custom AI instructions and response-style preferences are saved with the revision, but are excluded from the public MCP profile response. A connected assistant can retrieve a compact selection of published facts and priorities when relevant. Ask for your preferred tone or level of explanation directly in the assistant.

Select **Return to Intelligence** to reach the hub.

Publishing a profile unlocks the normal personalized hub. It does not connect an assistant. Ordinary authorized MCP queries can work without a profile. Before starting assistant setup, verify your SiteTrax.io account email, then follow [Account access and OAuth](https://docs.sitetrax.io/books/ai-integrations/page/account-access-and-oauth).

<p class="callout info">Only answers you explicitly confirmed are published. Values shown from your account for display are not silently promoted into stored facts. An unfinished draft or a skipped sample experience does not become published MCP profile context.</p>