# Getting Started



To get started with the [Socotra Assistant](./overview.mdx), follow the instructions below:

1. Complete the steps listed in the [setup guide](./setup.mdx).
2. Log in to the [Socotra Insurance Suite ](https://ui-ec-sandbox.socotra.com/en/operations).
3. Navigate to the *Operations Workbench* tab at the top of the page.
4. Select a tenant.
5. Navigate to the *Accounts* tab at the top of the page.
6. Select an account.
7. Select a quote. The Socotra Assistant only works with quotes that are not yet in the `issued` state.
8. Click the black *Socotra Assistant* icon on the right side of the page.
9. The Socotra Assistant sidebar will appear.

Next Steps [#next-steps]

* [Socotra Assistant Actions](./actions.mdx)

See Also [#see-also]

* [Socotra Assistant Overview](./overview.mdx)
* [Socotra Assistant Setup Guide](./setup.mdx)
* [Operations Workbench ](https://ui-ec-sandbox.socotra.com/en/operations)