Getting started
Getting started
Find the right first steps and the main areas of Kimpton.
If your firm gave you a password-setting link, follow Getting started with your firm. If you signed up yourself, use the Free or Paid guide.
Where to go
| To do this | Open |
|---|---|
| Ask a question and review its sources | New Agent; see Ask Kimpton |
| Find holdings or a published model | Portfolio; see Portfolios |
| Find documents or a Skill | Vault; see Vault |
| Review a saved workflow result | Workflows; see Runs and history |
| Check your plan or connections | Settings; see Billing or Data connections |
The organization selected in your account menu determines which shared data you can see. If something is missing, check the organization first. Then ask your firm administrator whether you have access.