---
title: Onboarding | Knowledge Center
description: Everything you need to start using the ReFocus AI platform
---
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1. [Knowledge Center](https://knowledge.refocusai.com/)
2. [Onboarding](https://knowledge.refocusai.com/onboarding)
# Onboarding
Everything you need to start using the ReFocus AI platform
- [Go-Live Checklist](https://knowledge.refocusai.com/go-live-checklist)
- [How to Create Your Agency Account on ReFocus AI](https://knowledge.refocusai.com/how-to-create-your-agency-account-on-refocus-ai)
## Start Here
- [System Requirements for Using ReFocus AI](https://knowledge.refocusai.com/system-requirements-for-using-refocus-ai)
- [Onboarding with ReFocus AI: An Overview](https://knowledge.refocusai.com/onboarding-overview)
- [How to add a new user to your ReFocus AI account](https://knowledge.refocusai.com/how-to-add-a-new-user-to-your-refocus-ai-account)
- [How to Complete Steps 4 and 5 of Onboarding](https://knowledge.refocusai.com/how-to-complete-steps-4-and-5-of-onboarding)
- [How to access your files during the ReFocus AI Onboarding](https://knowledge.refocusai.com/how-to-access-your-files-during-the-refocus-ai-onboarding)
- [Change your email address](https://knowledge.refocusai.com/how-to-change-your-email)
- [How to use One-Time Passwords](https://knowledge.refocusai.com/using-a-one-time-password)
- [How to log out of the web portal](https://knowledge.refocusai.com/how-to-logout)
- [Using the ReFocus AI Quote Comparison Skill](https://knowledge.refocusai.com/refocus-ai-quote-comparison-skill)
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## Set up Carrier Access & MFA Forwarding
- [How to add Carriers for Automated Remarketing](https://knowledge.refocusai.com/how-to-add-carriers)
- [How to Set Up MFA Email Forwarding for IT Administrators in Microsoft Outlook](https://knowledge.refocusai.com/how-to-set-up-mfa-email-forwarding-microsoft-outlook)
- [How to Set Up MFA Email Forwarding for IT Administrators in Google Workspace](https://knowledge.refocusai.com/how-to-set-up-mfa-email-forwarding-google-workspace)
- [How to Organize MFA Emails in a Dedicated Folder](https://knowledge.refocusai.com/organize-mfa-emails-in-dedicated-folder)
- [Troubleshooting: Email MFA forwarding is not working](https://knowledge.refocusai.com/troubleshooting-email-mfa-forwarding-is-not-working)
- [Troubleshooting: Carrier invite email didn’t reach ReFocus after creating dedicated credentials](https://knowledge.refocusai.com/troubleshooting-carrier-invite-email-didnt-reach-refocus-after-creating-dedicated-credentials)
- [Example: Setting Up Safeco as a Dedicated Credential in ReFocus](https://knowledge.refocusai.com/setting-up-safeco-in-refocus)
- [FAQ: What Do Carrier Statuses Mean?](https://knowledge.refocusai.com/faq-what-do-carrier-statuses-mean)
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## Account Monitoring
- [How to Setup Account Monitoring Alerts and Notifications](https://knowledge.refocusai.com/setup-account-monitoring-and-notifications)
- [How to Configure Account Monitoring Filters](https://knowledge.refocusai.com/how-to-configuring-account-monitoring-filters)
## Remarketing
- [Start And Manage Remarketing In ReFocus AI](https://knowledge.refocusai.com/start-and-manage-remarketing)
- [Manual Add Quote](https://knowledge.refocusai.com/manual-add-quote)
- [Using Automatic Remarketing](https://knowledge.refocusai.com/automatic-remarketing)
## Data Enrichment
- [Using Data Enrichment](https://knowledge.refocusai.com/using-data-enrichment)
## Risk Engineering
- [How to Control CLUE and MVR Reports in Automated Remarketing](https://knowledge.refocusai.com/control-clue-and-mvr-reports-automated-remarketing)
- [Getting Started with Risk Engineering Rules](https://knowledge.refocusai.com/how-to-setup-risk-engineering-rules)
- [Risk Engineering Rules: Defaults, Rules, and Nested Rules](https://knowledge.refocusai.com/risk-engineering)
- [Override or Respect Existing Information in Risk Engineering Rules](https://knowledge.refocusai.com/override-risk-engineering-rules)
- [Meets or Exceeds Principle in Risk Engineering Rules](https://knowledge.refocusai.com/meets-or-exceeds-principle)
- [ReFocus Preset Risk Engineering Values](https://knowledge.refocusai.com/preset-risk-engineering-values)
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## Installing & Using Bridge (Browser Extension)
- [How to Use the Bridge Browser Extension](https://knowledge.refocusai.com/use-bridge-browser-extension)
- [How to Install the Bridge by ReFocus Browser Extension](https://knowledge.refocusai.com/install-bridge-browser-extension)
## Renewal Hub
- [What is Renewal Hub?](https://knowledge.refocusai.com/what-is-renewal-hub)
- [Creating your first playbook](https://knowledge.refocusai.com/creating-your-first-playbook)
- [Adding and configuring stages](https://knowledge.refocusai.com/adding-and-configuring-stages)
- [Adding steps to a stage](https://knowledge.refocusai.com/adding-steps-to-a-stage)
- [Publishing and managing playbooks](https://knowledge.refocusai.com/publishing-and-managing-playbooks)
## User Access and Permissions
- [Set Up User Roles and Permissions (Role-Based Access Control)](https://knowledge.refocusai.com/set-up-role-based-access-control)
- [Onboarding](https://knowledge.refocusai.com/onboarding#main-content)
- [Start Here](https://knowledge.refocusai.com/onboarding#start-here)
- [Set up Carrier Access & MFA Forwarding](https://knowledge.refocusai.com/onboarding#set-up-carrier-access-mfa-forwarding)
- [Account Monitoring](https://knowledge.refocusai.com/onboarding#account-monitoring)
- [Remarketing](https://knowledge.refocusai.com/onboarding#remarketing)
- [Data Enrichment](https://knowledge.refocusai.com/onboarding#data-enrichment)
- [Risk Engineering](https://knowledge.refocusai.com/onboarding#risk-engineering)
- [Installing & Using Bridge (Browser Extension)](https://knowledge.refocusai.com/onboarding#installing-using-bridge-browser-extension)
- [Renewal Hub](https://knowledge.refocusai.com/onboarding#renewal-hub)
- [User Access and Permissions](https://knowledge.refocusai.com/onboarding#user-access-and-permissions)
- [Integrations](https://knowledge.refocusai.com/integrations#main-content)
- [General](https://knowledge.refocusai.com/integrations#general)
- [Jetfile](https://knowledge.refocusai.com/integrations#jetfile)
- [AgencyZoom](https://knowledge.refocusai.com/integrations#agencyzoom)
- [AMS360](https://knowledge.refocusai.com/integrations#ams360)
- [EZLynx](https://knowledge.refocusai.com/integrations#ezlynx)
- [Hawksoft](https://knowledge.refocusai.com/integrations#hawksoft)
- [Salesforce](https://knowledge.refocusai.com/integrations#salesforce)
- [Applied Epic](https://knowledge.refocusai.com/integrations#applied-epic)
- [QQ Catalyst](https://knowledge.refocusai.com/integrations#qq-catalyst)
- [MomentumAMP](https://knowledge.refocusai.com/integrations#momentumamp)
- [Best Practices Guide](https://knowledge.refocusai.com/best-practices-guide)
- [Release Notes](https://knowledge.refocusai.com/release-notes#main-content)
- [2025](https://knowledge.refocusai.com/release-notes#2025)
- [2026](https://knowledge.refocusai.com/release-notes#2026)
- [Product Roadmap](https://knowledge.refocusai.com/release-notes#product-roadmap)
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