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Quick start

Get a site online with a licensed controller. This guide assumes you can sign in to Aida Platform in a browser.

Before you start​

  • An Aida Platform account (Create an account)
  • Permission to create or manage a site (account manager, sales manager, admin, or site owner/admin as noted below)
  • Access to the on-site controller appliance (or a technician who does) for the install command

Step 1: Sign in​

Open the platform URL, sign in, and confirm you land on your role dashboard (for example Dashboard under /user/...).

Step 2: Create a site​

Sites are the root of your portfolio in the platform. Create Site is available to platform roles such as admin, account manager, and sales manager.

  1. Go to Sites.
  2. Choose Create Site.
  3. Enter name, address, timezone, and any account binding fields shown.
  4. Save. Open the site to see Buildings and Controllers tabs.

Invite operators from the site’s user management if others need access. Regular users typically join by invite rather than creating sites themselves.

:::tip Buildings are optional at first You can create a building later and assign controllers to it. Buildings are logical scope for roll-up and agents — not a facility floor-plan editor. See Sites and Buildings. :::

Step 3: Provision and install a controller​

The platform does not install itself. You provision a one-time install so a field controller can register to your site.

  1. Open the site → Controllers tab, or go to Controllers with that site selected.
  2. Choose Provision install (site owner/admin/manager, or account/sales/admin roles).
  3. In Provision controller install, note:
    • The install code
    • The install command (includes the code)
    • Expiry (single use)
  4. On the appliance (or with your integrator), run the install command so the controller connects and appears under the site.

Alternatively, account/admin roles can Add Controller or Assign to Site from discovery when a unit is already online and waiting for assignment.

Step 4: Apply a license​

Licenses are applied to controllers (Trial, Basic, or Pro). Account managers, sales managers, and admins use the license actions on the controller.

  1. Open the controller from Controllers or the site’s controller card.
  2. Open the License section.
  3. Choose an action as needed:
    • Create trial — time-limited Pro evaluation (default 90 days)
    • Apply Basic / Apply Pro — paid packages
    • Renew / Re-deliver — extend or push the license blob again
  4. Confirm status on the controller card (tier chip). Air-gapped sites can paste or upload the license blob on the controller’s License Expired page if delivery over the network is unavailable.

See Licensing for packages and renewal behavior.

Step 5: Confirm facility and intelligence​

  1. Open Facility, select the site and controller, then Refresh facility to pull the latest facility model snapshot.
  2. Optionally create a Building and assign this controller for agent and Assistant scope.
  3. Open Agents or Assistant with the site (and building) selected to start monitoring and asking questions.

Checklist​

  • Account created and verified
  • Site created (or you were invited to one)
  • Controller provisioned / assigned to the site
  • License applied (Trial, Basic, or Pro)
  • Facility snapshot refreshed

Next steps​