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A new administrator reaches a Test Book draft and knows the next step.

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Before you start

  • A Kordless account (sign up at hq.kordless.ai)
  • No existing Organization is required — you can create one during this flow

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Steps

1

Sign in to Kordless

Go to hq.kordless.ai. If you have no active Organization, Kordless shows a welcome screen with an inline naming form.If you already belong to an Organization, you will land directly in your workspace’s Book.
2

Name your workspace

On the welcome screen, type your business name and select your currency. Kordless creates a Clerk Organization and provisions your workspace in one step.The name you type becomes the Organization name and the workspace URL slug. You can rename it later through Clerk’s organization settings.
3

Confirm Test mode

Your first Book always starts in Test mode. The environment indicator in the top bar shows “Test” with a flask icon and warning-ochre tint.Test mode is isolated — nothing you do here can affect Live customers, billing, or commitments.
4

Choose a starting method

The first Book screen asks one question: How would you like to start your pricing? Choose from four equal-weight options:
  • Import existing pricing — paste a price list, rate sheet, or recent quote
  • Explain how you quote — describe how you decide what to charge
  • Start from a supported starting point — pick services from an industry-specific starting draft
  • Help me design my pricing — guided first-pricing setup for businesses with no price book
You can combine methods later without recreating the Book.
5

Add your first source

If you chose Import or Explain, type or paste your pricing text into the inline field and submit. Kordless provisions your first Book workspace, ingests the source, and schedules extraction.If you chose a supported starting point or guided setup, follow the dedicated flow for that method.
6

Wait for extraction

Kordless reads your pricing and prepares a draft. The Book overview shows “Kordless is reading your pricing” while extraction runs.When extraction completes, the overview updates to show the draft with the next legitimate action.
7

Continue to Review draft

Once the draft is ready, the next action on the Book overview leads you to Review draft, where you inspect services, rules, factors, and policies and correct meaning.

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Success

A Test Book exists and shows a legitimate next action — typically “Review draft” or “Answer questions.”

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If it does not work

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Next

Review the draft

Inspect the extracted or constructed Book draft and correct meaning.

Test and Live

What can safely happen in each environment.