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Using the Atlas setup guide

The five-step guide on your dashboard, what each step does, and how to dismiss, snooze or come back to it.

Written by Eddie Lavandera

The setup guide is the card near the top of your Atlas dashboard, titled Setup guide. It tracks five things to do in your first weeks and shows how many you have completed. It is a checklist rather than a requirement: Atlas works whether or not you finish it, and nothing is locked behind it.


The five steps

Each step has a Proceed button that takes you straight to the right screen.

Step

What it asks you to do

Build your store

Select your product source and build a store with AI.

Publish your store

Publish the pages you built so customers can see them.

Publish product bundles

Add bundle offers to your product pages.

Add cart upsells

Set up your cart drawer.

Generate an additional product page

Build a second page so you can test more than one product.

The card shows your progress as {current} / {total} completed, and a step ticks off on its own once you have done the thing it describes. There is no way to mark a step complete manually, and no need to: the guide reads your actual store.


What the steps are actually measuring

Two of the steps are worded in a way that does not match what Atlas actually checks for.

Publish your store means at least one Atlas page has been published into a theme. A page saved as a draft does not count. If you built pages and saved them without publishing, this step stays open.

Publish product bundles means at least one bundle has been set to Active and its offers are live. A bundle saved as a draft does not count, and neither does an active bundle whose block has not been added to your theme, because customers cannot see it.

ℹ️ If a step will not tick off and you are sure you did it, the usual cause is a draft rather than a published item. Check the status badge on the row in your Projects list.


Dismissing and snoozing

Select the options menu on the card, labelled Setup guide options, for two choices:

  • Snooze hides the guide for now and brings it back later.

  • Dismiss removes the guide from your dashboard.

Both are safe. Dismissing the guide does not affect your store, your pages, or your subscription. It only hides the card.

If dismissing fails you will see Couldn't dismiss the setup guide. Please try again. Refresh the page and try once more.

💡 If the guide is in your way but you have not finished it, snooze rather than dismiss. Snoozing keeps the progress visible for later, and the remaining steps are a reasonable order to work through.


Next steps

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