Onboarding Guide

Just 10 steps to get the most out of WethosAI

Welcome to WethosAI

Our Vision

Humans + AI > AI alone. We enhance human capabilities through technology that complements uniquely human strengths in an AI-driven world.

What WethosAI Does for You

Transform Your Workplace Relationships: For decades, leaders and teams have been using WethosAI to meet critical business needs. Organizations from Fortune 500 companies to SMBs to nonprofits have embedded WethosAI into their culture, adding their 4-digit Wethos Styles to their email signatures and name badges.

Real Results Organizations Tell Us About:

  • More human connection and deeper trust in teams
  • Better communication and stronger leadership at every level
  • People doing more of the work they loveβ€”performing better in their roles and on their teams
  • Reduced conflict and increased collaboration

How WethosAI Helps You Succeed

πŸ” Self-Awareness Gain deeper understanding of your natural behaviors and discover environments where you'll naturally excel. Build confidence through understanding your unique strengths.

🀝 Better Collaboration Understand how to work effectively with colleagues who have different styles. Develop strategies for navigating challenging relationships and improve decision-making in team settings.

πŸ“ˆ Personal Growth Identify personalized growth opportunities aligned with your style. Reduce stress by leveraging your natural abilities while learning when and how to flex when needed.

🎯 Team Effectiveness Help your team leverage everyone's individual strengths while addressing collective blind spots. Foster inclusive dynamics that value diverse perspectives.

Your Journey Starts Here

This guide will walk you through everything you need to know to get the most out of WethosAI. We'll help you:

  • Choose the right assessment path for your schedule
  • Understand your unique 4-digit Wethos Style
  • Set up your profile and connect with your team
  • Start using AI-powered insights to improve your daily work

Ready to unlock your potential and transform how you work with others? Let's begin! πŸš€

Step 1: Create Your Account

 

Screenshot 2025-05-30 at 2.12.40 PM


Step 2: Choose Your Assessment Path

Screenshot 2025-05-30 at 2.17.57 PM

Option 1: LinkedIn Profile Integration ⚑

  • Time: Instant results
  • Best For: Busy professionals needing immediate access
  • How it works: Uses your LinkedIn profile to generate initial insights
  • Benefits: Zero time investment, provides foundation for platform engagement

Option 2: Rapid Assessment ⏱️

  • Time: 1 minute
  • Questions: 8 strategically selected questions
  • Best For: Quick yet meaningful results
  • Benefits: Perfect balance between speed and insight quality

Option 3: Comprehensive Assessment πŸ“Š

  • Time: 10 minutes
  • Questions: 84 detailed questions
  • Best For: Those seeking maximum accuracy and depth
  • Benefits: Highest possible precision for personalized insights

πŸ’‘ Recommendation: Our 84-question assessment is the gold standard with the most accurate insights

 


 

Step 3: Understanding Your Wethos Style

Your assessment results in a unique 4-digit code representing your behavioral preferences across four scales.

Screenshot 2025-05-30 at 2.22.11 PM

You can then click through our onboarding steps to learn what each digit means. At the end of the onboarding flow you will be prompted to watch a 2 minute video. We strongly recommend watching it to get an overview of the platform before diving in.

Screenshot 2025-05-30 at 2.23.16 PM

 What This Means for You
  • No "good" or "bad" styles - each has unique strengths
  • Your numbers show natural preferences, not limitations
  • You can adapt and flex when needed
  • Understanding helps you work more effectively with others

Step 4: Take a Deep Dive into the Scales βš–οΈ

Ideas Scale 

How someone absorbs information and expresses their thoughts

Scale Overview

  • Visionary (5): Starts with big-picture possibilities and unlimited options
  • Practical (1): Starts with concrete details and specific improvements
  • Key Point: Shows natural starting point for processing ideas, not capability or intelligence

Ideas 5 - Envisions Possibilities

  • Thinks out loud through big-picture stories and metaphors
  • Sees unlimited possibilities without filtering

Ideas 4 - Conceptualizes Strategies

  • Evaluates ideas for organizational impact
  • Translates vision into actionable strategy

Ideas 3 - Creates Frameworks

  • Understands cause and effect relationships
  • Builds bridges between broad ideas and specific details

Ideas 2 - Evaluates Resources

  • Focuses on practical requirements and available resources
  • Thinks about long-term viability

Ideas 1 - Assesses Readiness

  • Analyzes practical implications thoroughly
  • Identifies potential issues and contingencies

⭐ Remember: All segments are valuable - this shows how you naturally start processing information, not your final capability.

 

Relational Scale 

How someone processes emotion and engages interpersonally

Scale Overview

  • People-focused (5): Broad emotional awareness across many relationships
  • Facts-focused (1): Separates emotion from information, processes objectively
  • Key Point: Shows natural emotional processing style, not empathy capability or relationship skills

Relational 5 - Cultivates Awareness

  • Maintains broad awareness of many relationships
  • Readily senses emotional needs across their sphere

Relational 4 - Builds Connections

  • Forms deeper connections with fewer people
  • Champions emotional support to enhance collaboration

Relational 3 - Balances Perspectives

  • Ensures all viewpoints are considered
  • Negotiates between different perspectives

Relational 2 - Promotes Authenticity

  • Values transparent, direct communication
  • Comfortable with direct disagreement for clarity

Relational 1 - Maintains Objectivity

  • Separates emotion from information
  • Challenges based on logic rather than feelings

⭐ Remember: All segments are valuable - this shows how you naturally process emotions and engage with others, not your capacity for empathy or relationship building.

 

Action Scale 

How someone pursues goals while considering others and the urgency for closure

Scale Overview

  • Expedient (5): Moves projects broadly and quickly, drives forward momentum
  • Methodical (1): Coordinates specific components, ensures alignment and clarity
  • Key Point: Shows natural approach to driving progress, not leadership ability or ambition

Action 5 - Advances Goals

  • Takes charge to move projects broadly
  • Uses personal force to drive momentum regardless of authority

Action 4 - Moves People

  • Focuses on moving people, not just projects
  • Provides context while leading from behind

Action 3 - Empowers Alignment

  • Shares authority to achieve goals
  • Coordinates people and efforts effectively

Action 2 - Analyzes then Acts

  • Drives role clarity and task definition
  • Monitors accountability at the task level

Action 1 - Crystallizes Understanding

  • Breaks down tasks into specific steps
  • Seeks complete clarity before moving forward

⭐ Remember: All segments are valuable - this shows how you naturally convert decisions into action, not your leadership capability or execution quality.

 

Order Scale 

How someone structures and completes their work

Scale Overview

  • Structured (5): Follows processes meticulously, needs all steps completed
  • Flexible (1): Adapts based on conditions, focuses on impact over process
  • Key Point: Shows natural completion style and how you determine when something is "done," not organizational ability

Order 5 - Drives Precision

  • Follows processes meticulously with personal control
  • Stays engaged until every detail is complete

Order 4 - Structures for Accuracy

  • Gives clear instructions and monitors progress
  • Delegates but stays engaged until confident

Order 3 - Flexibly Organizes

  • Makes incremental adjustments as needed
  • Balances structure with flexibility

Order 2 - Prioritizes Impact

  • Focuses on impact over process
  • Changes approach based on conditions

Order 1 - Readily Adapts

  • Thrives on adaptability and quick pivots
  • Focuses on speed of impact over thoroughness

⭐ Remember: All segments are valuable - this shows how you naturally complete tasks and determine when work is "done," not your organizational capability or attention to detail.

 


Step 5: Set Up Your Profile πŸ’»

Screenshot 2025-05-30 at 2.42.43 PM

 

Step 6: Meet WethosXO - Your AI Mentor 🌌

Screenshot 2025-05-30 at 2.50.19 PM

 


 Step 7: Connect Your Calendar πŸ“…

Optional but Recommended

Transform your meetings with AI-powered insights:Screenshot 2025-05-30 at 2.54.59 PM

  • Click "My Calendar" in left navigation
  • Click "Connect with Google"
  • Choose your email address
  • Click "Allow" to enable integration
  • Wait for confirmation message

 

What You Get:

  • Meeting preparation insights
  • Team member working style coaching
  • Time analytics and productivity tips
  • Optimal scheduling recommendations

 


Step 8: Join Your Team πŸ‘₯

Screenshot 2025-05-30 at 2.59.37 PM

Step 9: Start Collaborating

Screenshot 2025-05-30 at 3.00.43 PM


 Step 10: Daily Usage Tips

Daily Activities:

  • Check notifications (bell icon) for profile enhancement activities
  • Answer questions about peers to improve team insights
  • Complete daily activities to refine your profile

Best Practices:

  • Be specific when asking WethosXO questions
  • Provide context for better responses
  • Use the feedback buttons (thumbs up/down) to improve responses

Getting Help

  • Ask WethosXO for quick support
  • Contact support@wethos.ai for technical issues
  • Click your profile β†’ "Support" for help form

 


What's Next?

Week 1 Goals:

  • Complete your chosen assessment
  • Customize your profile picture and banner
  • Connect your calendar
  • Explore your team page
  • Ask WethosXO 5 questions about your style

Week 2 Goals:

  • Look up 3 colleagues' profiles
  • Ask WethosXO about working with specific teammates
  • Try using meeting insights for upcoming meetings
  • Complete daily activities when they appear

Ongoing:

  • Consider retaking comprehensive assessment for deeper insights
  • Explore biases section on team pages
  • Use document upload feature for team resources
  • Provide feedback to help improve WethosXO

 


Quick Reference

Key Navigation

  • Home: Central dashboard with prompt cards
  • My Profile: Your style, settings, and customization
  • My Calendar: Meeting insights and time analytics
  • My Team: Core team collaboration hub
  • Project Teams: Cross-functional project groups
  • WethosXO: AI assistant (available everywhere)

Important Icons

  • Bell (πŸ””): Notifications and daily activities
  • Sun/Moon (β˜€οΈ/πŸŒ™): Light/dark mode toggle
  • Profile Picture: Settings, admin, support access
  • Search Bar: Find people and teams
  • PDF Icon: Download profile summaries

Remember

WethosAI is designed to enhance human collaboration, not replace it. Use insights to inform your interactions while maintaining authenticity and allowing room for growth.

 

Welcome to better workplace relationships! πŸŽ‰