Your Gradial organization must be provisioned by the Gradial team before you can begin. Reach out to your Gradial contact or request a demo to get started.
✅ Phase 1: Organization Setup (Gradial provisions this for you)
These steps are completed by the Gradial team during onboarding. You don’t need to action these, but it’s helpful to know what’s happening behind the scenes.✅ Phase 2: Admin & Access Setup
Once your organization is live, your admin can begin configuring access.Add users to your Gradial organization
Invite your team members and assign appropriate roles. See Managing Access for details on roles and permissions.
Set up Single Sign-On (SSO)
Connect Gradial to your identity provider to enable SSO for your organization. This is recommended for enterprise teams. See Managing Access for configuration steps.
If you add users to the organization prior to SSO setup, they will receive an e-mail from Gradial prompting them to create a password.
✅ Phase 3: Connect Your Tools
Integrate Gradial with the platforms your team already uses.Add your CMS / destination environment
Connect Gradial to your CMS (e.g. Adobe Experience Manager, Sitecore) so agents can read, author, and publish content. See Integrations for supported platforms and setup instructions.
Add upstream ticketing integrations
Connect your project management tools — Jira, Workfront, or similar — so Gradial agents can receive and execute work directly from your existing workflows. See How Gradial Works with Ticketing Systems.
Connect your Digital Asset Management (DAM) system (if applicable)
If your team uses a DAM, connect it so agents can source and manage assets as part of content workflows. See Digital Asset Management.
✅ Phase 4: Configure Your Gradial Workspace
Set up the structures and content within Gradial and your CMS that agents will work with.Set up your Gradial area within your CMS/DAM for testing
Create a dedicated sandbox or testing area within your CMS or DAM. This gives you a safe space to run agents and validate outputs before going live. Your Gradial contact can advise on the recommended structure.
Create Golden Pages
Golden Pages are reference pages that Gradial Agents use as a quality benchmark when creating or updating content. Setting these up early improves the accuracy and consistency of agent outputs. See Golden Pages.
Configure design patterns (if applicable)
If you’re using Gradial for page creation or migration, ingest your design system’s patterns so agents understand your component library. See Design Pattern Ingestion.
✅ Phase 5: Run Through Your Use Cases
With your environment connected, validate that Gradial is working as expected for the workflows that matter to your team.Test a small content update
Run a real (or representative) small content update through Gradial — updating copy, an image, or a link. See Small Content Updates in Gradial.
Test a medium content update
Try a more substantial update involving multiple components or pages. See Medium Content Updates in Gradial.
Test a new page workflow
Use Gradial to create a new page from scratch, following your Golden Page and design patterns. See New Page Workflow.
Validate QA and accessibility reports
Run a QA report and accessibility check on a test page to confirm your compliance rules are correctly configured. See QA Reports and Accessibility Reports.
Test translation/localization (if applicable)
If you operate in multiple languages or regions, test a translation or localization workflow. See Translation and Localization & MSM Inheritance.
✅ Phase 6: Go Live
Once everything has been validated, you’re ready to roll out Gradial to your wider team.Train your team on the Gradial platform
Share platform navigation and prompting guidance with your users. See Navigating the Gradial Platform and Prompting an AI Agent.
Establish your support process
Know where to go when you need help. Reach out via the Customer Support Portal or contact [email protected].