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Getting Started with EXO.G

This guide provides an overview of the EXO.G platform setup process and explains why each step is crucial for your ESG journey.

Video Overview​

Watch our comprehensive getting started video tutorial that covers all the steps outlined in this guide:

Language & Subtitles

This video is presented in Portuguese. You can enable auto-translated subtitles in your preferred language by:

  1. Clicking the CC (closed captions) button on the video player
  2. Clicking the Settings gear icon
  3. Selecting Subtitles/CC → Auto-translate
  4. Choosing your preferred language

The EXO.G Journey​

Your path to effective ESG management follows these strategic steps:

1. Account Creation​

  • Quick registration process
  • Initial organization details
  • Sets the foundation for AI-powered assistance

Why this matters: Your initial setup helps our AI Agents understand your organization's context and begin tailoring the experience to your needs.

2. Organization Setup​

  • Complete organization profile
  • Financial information
  • Industry-specific details

Why this matters: Detailed organization information enables:

  • More accurate AI recommendations
  • Better benchmarking against peers
  • Tailored ESG frameworks selection
  • Customized reporting templates

3. Team Management​

  • Define roles and responsibilities
  • Invite team members
  • Set up collaboration structure

Why this matters: Proper team setup ensures:

  • Efficient workflow
  • Clear responsibilities
  • Effective collaboration
  • Streamlined review processes

4. Creating Reports​

  • Select appropriate frameworks
  • Define reporting scope
  • Set up reporting structure

Why this matters: Well-structured reports help:

  • Meet compliance requirements
  • Track progress effectively
  • Communicate results clearly
  • Enable year-over-year comparison

5. Data Input​

  • Organized data collection
  • AI-guided input process
  • Progress tracking

Why this matters: Systematic data collection ensures:

  • Data accuracy
  • Completeness
  • Auditability
  • Consistent reporting

6. Report Generation​

  • AI-powered content generation
  • Professional formatting
  • Quality assurance

Why this matters: Professional report generation delivers:

  • Stakeholder-ready documents
  • Compliance-aligned content
  • Clear communication of ESG efforts

How AI Assists Throughout​

Our AI Agents work continuously to enhance your experience:

  1. During Setup

    • Suggests relevant frameworks
    • Identifies industry-specific requirements
    • Prepares customized templates

  2. During Data Collection

    • Provides context-aware guidance
    • Suggests relevant metrics
    • Flags potential issues

  3. During Report Creation

    • Assists with content generation
    • Ensures compliance
    • Suggests improvements

Best Practices for Success​

  1. Complete Each Step Thoroughly

    • Don't skip steps
    • Provide detailed information
    • Review and verify entries

  2. Use Available Resources

    • AI assistance
    • Help documentation
    • Support team

  3. Regular Updates

    • Keep information current
    • Update progress regularly
    • Document changes

Getting Help​

At any point in your journey:

  • Click the Onboarding Help button
  • Use the in-app chat
  • Contact our support team at support@exo-team.com
  • Schedule a consultation with our ESG specialists

Ready to begin? Start with Account Creation to launch your ESG journey.