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Getting Started with Effy AI

This guide gives you a quick overview of Effy AI’s main features and shows you how to navigate the platform

Updated over a week ago

Welcome to Effy AI — an AI-first performance management platform that helps you run 360° feedback, performance reviews, and goal tracking with AI-powered insights.

Main navigation overview

You’ll find these core sections in the main navigation:

Goals: Set, track, and align individual, team, and company-wide goals.

Reviews: Create and manage review cycles, track participation, and view insights and reports.

Notes: Write private notes, capture instant feedback, and share feedback when needed.

People: Manage your team directory, roles, and organizational structure.

Your first steps

To get started, we recommend the following steps:

  1. Add your team members
    See Inviting People and Bulk Import for details.

  2. Set up your org structure
    Define manager–employee relationships to enable reviews and reporting.

  3. Create your first review cycle
    See Creating Your First Review Cycle for a step-by-step guide.

  4. Connect Slack
    Get notifications and reminders directly in Slack.

Need help?

We offer live onboarding calls to help you get set up faster. Just message us using the chat widget, and we’ll schedule a walkthrough.

You can also find video tutorials at the bottom of the navigation panel inside the platform.

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