Quickstart: Member¶
This guide walks you through your first experience as a member in Mention — from accepting your invitation to completing your first knowledge check.
Step 1: Accept your invitation¶
Your admin sends you an email invitation to join the organization in Mention. Click the link in the email to create your account (or sign in if you already have one) and accept the invitation.
Once you join, you are assigned to one or more Audiences — groups that determine which learning content you see.
Step 2: Open your learning home¶
After signing in, you land on your Audience's learning home, which fills the whole page. Every Audience you belong to is listed in the sidebar with your role (Owner or Learner); if you are assigned to multiple Audiences, click another one to switch. If you own an Audience, the learning home appears as a Learn tab with its management tabs next to it.
Your learning home has two parts:
- A Playbook rail listing the processes you need to learn, each with a progress ring (and a checkmark once it's complete).
- An interactive Glossary graph showing the concepts and how they build on each other — prerequisite links are drawn as connections, and concepts you've mastered are highlighted.
At the bottom is a Q&A box where you can ask anything about your audience's material. Incomplete items are surfaced first.
Step 3: Read your first article¶
Click a concept in the Glossary to open its personalized Article — an AI-written learning document tailored to the concept and grounded in your organization's source material. Mention writes your articles when you're added to an Audience, so they're normally ready as soon as you open them.
Articles are divided into sections, each covering a specific aspect of the concept. Read through each section at your own pace.
If the concept has prerequisites you haven't mastered yet, you'll see a notice listing them. You can choose to continue anyway or go back and complete the prerequisites first.
Step 4: Complete a knowledge check¶
At the end of an article section there's a Knowledge Check — a short multiple-choice quiz, one question at a time. Pick the right answer for each question; you'll see an explanation and, at the end, a score. Answer every question correctly to pass the section — you can retake the quiz if you don't pass.
Passing every section's knowledge check marks the concept complete.
Step 5: Walk through an SOP¶
Click a process in the Playbook to open its interactive SOP (Standard Operating Procedure) — a step-by-step walkthrough of the process. Like articles, SOPs are written when you're added to an Audience, so they're normally ready when you open them.
Work through each task in order: read the content, then take the task's knowledge check. Purely informational tasks can be marked as read instead. Some SOPs branch based on decisions and end at different outcomes (for example, completed, escalated, or deferred); an outline lets you jump between tasks.
Step 6: Ask a question¶
While reading an article or working through an SOP, use the Q&A footer at the bottom of the page to ask a question about the material. Mention generates an answer grounded in your organization's source documents — and shows you which sources it drew on. Tap a cited source to see the document and the specific facts behind the answer.
Step 7: Track your progress¶
Your progress is visible on your learning home:
- Processes in the Playbook show a progress ring, and a checkmark once finished.
- Concepts in the Glossary move from Up next / Available into the Mastered group as you pass them.
- Incomplete items are surfaced first, so the next thing to work on is easy to find.
Your admin can also see your progress, so completing your learning materials helps demonstrate your understanding to the team.