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Getting Started

Open Atlas inside QuotaPath or create an account, then start your first conversation in Atlas.

Open Atlas inside QuotaPath

If your workspace has Atlas Connected, workspace admins can open Atlas from QuotaPath. There's nothing to create or set up. Your Atlas workspace is already connected to your QuotaPath workspace.

  1. Log in to QuotaPath as a workspace admin

  2. Select Atlas AI in the sidebar

  3. Atlas opens in QuotaPath. You don't need to sign in separately.

You can also open Atlas from the bar at the bottom of pages like Plans, Deals, and Earnings to ask about what you're viewing. Go here for more details on How to Navigate Atlas.


Atlas Standalone: create an account

Atlas Standalone doesn't require a QuotaPath subscription.

  1. Click Create account

  2. Sign up with Google or any email address

  3. Enter a workspace name

  4. You’ll be taken into Atlas


Atlas Standalone: create a workspace

A workspace is the top-level container for your work in Atlas. Everything lives inside it.

  • A default space is created automatically

  • Invite teammates via Settings > Members


Start your first chat

You can:

  • Choose a Guided Flow: Grade My Comp Plan, Revenue & Comp Strategy 101, or The Science of Scaling

  • Or type your own question

💡 Tip: Upload files using the paperclip icon to give Atlas more context.


Navigate Atlas

Atlas looks the same inside QuotaPath and at atlas.quotapath.com. A toolbar across the top of Atlas gives you + Chat, Brief, History, and Settings, and the Spaces button opens your spaces.

For step-by-step instructions on the full-page view, the Atlas panel on QuotaPath pages, and resizing, see How to navigate Atlas.


Common questions

Why don't I see Atlas in QuotaPath?

Atlas inside QuotaPath, both the Atlas AI link in the sidebar and the Atlas bar at the bottom of pages, is available to workspace admins on workspaces that have purchased Atlas. Check that:

  • You're a workspace admin. If you're not, ask an admin on your workspace.

  • Your workspace has Atlas. If you're not sure, contact your QuotaPath account team.

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