Getting started
How do I create my first strategy?
How do I create my first strategy?
Pick a team, open the Strategy page, and start with your vision. The
5-minute guide walks you through it.
Do I need a complete strategy before I start?
Do I need a complete strategy before I start?
No. Dive in with what you have — Ciclo’s expert guidance and AI Refine will help you
improve it as you go.
How do teams work?
How do teams work?
Each team has its own strategy, roadmap, KPIs, and actions. You switch between teams
with the team selector, and can link items across teams to stay aligned. See
Teams & permissions.
How everything connects
How do strategy, roadmap, KPIs, and actions relate?
How do strategy, roadmap, KPIs, and actions relate?
Strategy sets the goals; the roadmap holds the initiatives that deliver them; KPIs
measure progress; and actions are the day-to-day tasks. Quarterly targets and KPIs
flow automatically onto the Strategy page, and the
Alignment view shows how it all links up.
What does 'importing' or 'linking' from another team do?
What does 'importing' or 'linking' from another team do?
It pulls an element (a strategy element, KPI, or initiative) from another team onto
yours. If the original is updated, the change cascades to you automatically — until you
edit the text yourself, which breaks the link so you can customise it.
AI features
What can the AI do?
What can the AI do?
It refines your wording, assesses the health of your strategy, roadmap, and actions,
and offers expert guidance as you build. See AI Insights.
What is Deep Research?
What is Deep Research?
A thorough, AI-generated research report on a topic you choose — useful for market and
competitive context. See Deep Research. Usage may be subject
to plan limits.
Account & billing
How do I reset my password?
How do I reset my password?
Use Forgot password on the login screen. See
Account & login.
How do I set up multi-factor authentication?
How do I set up multi-factor authentication?
From your security settings — scan the QR code with an authenticator app. Full steps in
Account & login.
How do I manage billing or my subscription?
How do I manage billing or my subscription?
Organisation administrators manage the plan and billing in
admin settings. An active subscription is required to use
the platform.

