When you first open Atlas, you'll see a Setup guide at the top of your dashboard. It's a short, four-step checklist designed to get you from empty store to fully configured as quickly as possible. Each step takes you into the right flow with a single click, and progress saves automatically as you go.
The Setup guide is shown only to new users, and only once. After you complete all four steps, it disappears permanently. You can also dismiss it manually at any time if you'd rather not use it.
In this article:
How the Setup guide works
The Setup guide card sits at the top of your dashboard and shows your progress across four steps. A progress bar at the top (for example, "3 / 4 completed") gives you a visual sense of how close you are to finishing.
Each step has:
A title describing the action
A helper text explaining why the step matters
A Proceed button that takes you directly to the right section of Atlas
Steps can be completed in any order. You don't have to go from top to bottom, and you can jump around based on what you want to set up first.
ℹ️ The Setup guide is shown once and disappears permanently after all four steps are completed. If you dismiss it or finish it, there's no way to bring it back. The features themselves are always accessible from the sidebar or the + Create new button, so you're not losing anything.
If you close Atlas mid-way
Your progress is saved automatically. If you complete two steps and close the app, the guide will still be waiting on your dashboard when you return, showing your saved progress.
Step 1: Build your store
Helper text: "Select your product source and build a store with AI in just minutes. Most users make their first sale within 30 days."
This step takes you into the store-building flow. Clicking Proceed opens Step 1 of 3: Add products, where you can:
Paste product URLs from Amazon, AliExpress, Shopify, or any other website (up to 20 at a time).
Or select products from your existing Shopify catalog.
From there, Atlas walks you through the rest of the store generation process. For a full walkthrough, see [How to generate pages with Atlas].
What counts as complete: Generating your store.
Step 2: Publish product bundles
Helper text: "Stores with bundles make 34% more per order ($47 to $63 average order value)."
This step takes you into the bundle-building flow. Clicking Proceed opens the Select Bundle Template screen, where you can pick from bundle templates like Buy X Get Y, Volume Discount, Complete the Look, and more.
ℹ️ Bundles (and cart upsells) require a project before you can create one. If you haven't created a project yet, Atlas will prompt you to create one first when you click Proceed. Give your project a name and click Create to continue into the bundle builder.
Once you're in the bundle builder, you can select a template, configure your offers, and publish. For a full walkthrough, see [How to create a bundle deal].
What counts as complete: Creating a bundle.
Step 3: Add cart upsells
Helper text: "Capture the 67% of customers who abandon their cart. This feature alone can double your revenue."
This step takes you into the cart drawer builder. Clicking Proceed opens the Select Cart Upsell Template screen with three template options (Basic, Standard, Premium) so you can pick the experience that fits your store.
ℹ️ Like bundles, cart upsells require a project before you can create one. If you don't have a project yet, Atlas will prompt you to create one first when you click Proceed.
For a full walkthrough of the cart drawer builder, see [Setting up cart upsells in Atlas].
What counts as complete: Creating a cart drawer.
Step 4: Generate an additional product page
Helper text: "93% of successful sellers test 3-5 products before finding their winner. Start testing now."
This last step nudges you to generate a product page for a second product so you can test multiple offers. Clicking Proceed takes you into the page builder, the same flow used in Step 1 but focused on a single product page rather than a full store.
💡 Testing multiple products is one of the highest-leverage things you can do early on. Don't skip this step, most successful Atlas stores find their winner by running several product tests in parallel.
What counts as complete: Generating a product page.
Dismissing the Setup guide
If you'd rather not use the Setup guide, you can dismiss it:
Click the "..." menu in the top right corner of the Setup guide card.
Click Dismiss.
⚠️ Dismissing the Setup guide is permanent. Once dismissed, there's no way to bring it back. You can still access every feature directly from the sidebar or the + Create new button, so dismissing doesn't block you from anything, it just removes the guided checklist.
Next steps
[Navigating the Atlas dashboard]
[Understanding Projects in Atlas]
[How to generate pages with Atlas]
[How to create a bundle deal]