How to Get Started
A practical onboarding sequence for your first high-confidence outcomes in Canoma.
If you are onboarding a new team, focus on repeatability before depth. The goal is to establish a reliable path from raw question to tracked action.
Recommended First-Session Workflow
Session Objective
- Choose one active security question with real operational impact.
- Run a scoped query with timeframe, asset boundary, and output format.
- Validate source quality and separate facts from assumptions.
- Generate a remediation or investigation checklist from the response.
- Share outcome notes with the right audience (SOC, VM, leadership).
Configure Early For Better Results
| Area | What to set now | Why it helps |
|---|---|---|
| Prompt structure | Scope, timeframe, risk threshold, desired output | Reduces ambiguity and weak synthesis |
| Connector access | Least-privilege credentials and allowlisted hosts | Protects internal systems while enabling context |
| Team output style | Shared summary format and confidence language | Improves handoffs across teams |
| Review routine | Source validation before escalation | Prevents low-confidence decisions |
Expected Outcomes In Your First Week
Success Criteria
- At least one documented query template your team reuses.
- Faster triage for at least one live issue.
- Better distinction between observed evidence and recommendations.
- A consistent way to communicate risk and next actions.
Keep momentum
Once your first workflow is stable, expand into advanced features like model routing, connector strategies, and skill tuning.