Getting Started With GoSmarter

Welcome to GoSmarter — the Artificial Intelligence (AI)-assisted optimisation and management tool for the metals industry. This guide walks you through logging in and getting set up. You’ll also meet Hex, the assistant that helps configure your company data.

What is GoSmarter?

GoSmarter is a tool that helps you manage your metals production and fabrication more efficiently. It helps you:

• Keep track of your metals inventory
• Manage customer orders
• Store and find steel mill certificates for quality compliance

Logging In

Before you can use the app, you’ll need to create an account or log in. If you’re just giving it a go, use the Sign up tab to register. If you’ve been given access by your employer, switch to the Sign in tab instead.

You can sign in with GitHub, Google, LinkedIn, or Microsoft, or with an email address and password. This guide signs in using Microsoft.

After you choose Microsoft, the permissions screen asks you to let Clerk connect to your account. GoSmarter uses Clerk to handle logins. Click Accept to proceed.

The Dashboard

After logging in, you’ll land on the Dashboard. If your account isn’t yet associated with a company, you can still access the free tools or request a demo from here. Once your account is linked to a company workspace, the Dashboard instead shows an overview of your company’s activities — mill certificates, inventory, and orders — along with quick links to every tool.

Tutorial Mode is on by default, showing a tips panel on pages throughout the app. Hide it by clicking the X in the top right corner of the panel — you can re-enable it at any time from your user menu.

Your User Account

Click your name in the bottom left corner to open your user menu. From here you can access your User Profile, and toggle Tutorial Mode, the Onboarding assistant, and Dark Mode on or off, or log out.

On your User Profile page, you can change your first and last name. To change your email address, contact your administrator.

Switching Company

If you have access to more than one company, click the company name button in the top left corner to see and switch between them.

Customise GoSmarter

Under Company core data, click Customise GoSmarter to configure your business. Tabs across the top cover Company, Materials, Types, Stock Locations, Order Statuses, Organisations, Tags, Tag Rules, and Rule Packs. The Company tab itself splits into Company Details, Package & Credits, and Certificate Branding — covering your trading details and address, your subscription and AI credits, and the logo and contact details used on branded certificates.

Meet Hex, Your Onboarding Assistant

There’s a lot of information to add when customising GoSmarter, but you don’t need to fill it all in yourself. Hex, GoSmarter’s AI onboarding assistant, appears as a small icon in the bottom right corner of the screen and can guide you through setup instead. Click Hex to begin.

Hex works through your setup one area at a time — materials, types, stock locations, order statuses, and more — asking what you buy and sell in your own words, and doing most of the typing for you. For each area, you can also choose to use the GoSmarter starter list or upload a document instead of typing.

You can close the Hex panel at any point and pick up where you left off later — your progress is saved as you go.

With everything configured, you’re ready to start using GoSmarter’s tools. Check out the guides below to continue.