# Interactive Guides

## Getting Started

### <i class="fa-bolt">:bolt:</i> Navigate Trustform

<mark style="color:$info;">Learn how to navigate and use the Accounts Account profile and find key client information.</mark>

{% embed url="<https://app.arcade.software/share/xWlwvatUzWIuCRaNyTKh>" %}

### <i class="fa-folder-gear">:folder-gear:</i> Admin Management

<mark style="color:$info;">Learn how to manage your team in Trustform – invite new users, define their capabilities, and keep accounts secure with two-factor authentication.</mark>

{% embed url="<https://app.arcade.software/share/z42toQR0HAhigzpeNT4P>" %}

### <i class="fa-wrench">:wrench:</i> Data and Settings

<mark style="color:$info;">Learn how to export client data and monitor TrustForm’s service status to stay informed and in control.</mark>

{% embed url="<https://app.arcade.software/share/NVFD7k3U1JNWXqU78Ocs>" %}

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## Onboarding and Checks

### <i class="fa-user-plus">:user-plus:</i> Onboard new clients

<mark style="color:$info;">Learn how to add and manage client data, creaie profiles, and start verification processes.</mark>

{% embed url="<https://app.arcade.software/share/3EX4396nQyR2Oixg17Fz>" %}

### <i class="fa-octagon-check">:octagon-check:</i> KYC/AML checks

<mark style="color:$info;">Learn how to use TrustForm to screen, verify and monitor clients as part of your KYC and AML process.</mark>

{% embed url="<https://app.arcade.software/share/hx8ZYzoszU5zNuZONwUU>" %}

### <i class="fa-sidebar">:sidebar:</i> Customer Risk Assessment

<mark style="color:$info;">Learn how TrustForm automatically calculates and assigns client risk levels.</mark>

{% embed url="<https://app.arcade.software/share/fwglIzCvpw3GAdkTiWIr>" %}

### <i class="fa-list-check">:list-check:</i> Review Management

<mark style="color:$info;">Learn how to send for review and verify client accounts, stay informed through notifications and explore ownership structures in TrustForm.</mark>

{% embed url="<https://app.arcade.software/share/hUo6r2nPd5xmoKo6zcrv>" %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.trustform.io/guide/interactive-guides.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.