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Getting Started · Last updated 18 May 2026 · 5 min read

Your first session

A 15-minute walkthrough from "I just signed up" to "I've recorded my first training session and seen the procedure extracted." Follow this once end-to-end and y

A 15-minute walkthrough from "I just signed up" to "I've recorded my first training session and seen the procedure extracted." Follow this once end-to-end and you'll have the full mental model.

Note

Your first session counts against your monthly minute pool just like any production session. If you're on a trial, your trial allocation covers this — see Minutes for the pool model.

What you need

  • Your TrainAR tenant created (you've signed up and logged into the Dashboard).
  • A pair of AR glasses — INMO Air 3 or Vuzix Blade 2.
  • At least one upcoming job you can record. Something straightforward (a boiler service, a tap replacement, anything that takes 10-20 minutes and you can narrate as you go).

Step 1: Add a seat

Sessions consume seats. Even for your first test, you need a seat for the engineer wearing the glasses.

  1. Dashboard → Settings → Seats → Add Seat (admin).
  2. The wizard runs in three steps: Details (pick roles trainer/trainee + assign user now or later), Choose Device (Buy from TrainAR / BYOH / Skip for now), then a Summary.
  3. Confirm. The seat appears in the list with status reflecting device progress (needs_device → awaiting_delivery → ready_to_pair → paired). Seats created with Skip can have a device added later from the seat's row detail.

If you're trialling TrainAR (free plan), the free tier is one seat only — fine for your first session.

Step 2: Add the engineer as a user

  1. Dashboard → Settings → Users → Invite User (admin).
  2. Enter the engineer's email and name. Role: Admin or Member (those are the only two).
  3. They get an invite email with a link to set a password and join the tenant.
  4. Back on the Seats tab, assign that user to the seat you created in Step 1.

Step 3: Pair the glasses

The seat needs its glasses paired. Once the device is registered (purchased through TrainAR or BYOH approved) and shows status ready_to_pair:

  1. On the Seats tab (admin) or on Settings → My Seat (engineer), click Pair Device.
  2. A QR code displays — valid for 10 minutes. Use Fullscreen QR for best scan rate.
  3. On the glasses, the engineer opens the Core App. The first screen prompts to scan a pairing code.
  4. They aim the glasses at the QR on the admin's screen; the Core App reads it and authenticates.
  5. The seat status flips to paired.

See Pairing AR glasses for the full pairing flow including troubleshooting.

Step 4: (Optional) Create a task for the job

You don't strictly need a task — the engineer can run a freestanding session. But a task gives the AI context. For your first test, create one manually:

  1. Dashboard → Tasks → Create Task (admin).
  2. Title: short description ("Combi boiler annual service — 22 Siskin Grove").
  3. Description: any context — equipment model, customer notes, what's expected.
  4. Assignee: the engineer you just added.
  5. Click Create Task.

The task appears in the engineer's Core App on next sync.

Step 5: Record the session in trainer mode

For your first session, run it in trainer mode — the AI listens, you narrate, the platform extracts a structured procedure afterwards.

  1. The engineer puts on the glasses and powers them on. The Core App authenticates automatically.
  2. They open the assigned task in the Core App (or skip if running freestanding).
  3. They say "Start training session."
  4. Pre-flight runs silently (~2 seconds).
  5. The session is live. The engineer works the job, narrating as they go ("now I'm taking the front cover off, checking the pressure gauge..."). Talk naturally — don't worry about being perfect.
  6. When the work's done, they say "Stop training session."

The recording uploads in the background as soon as the glasses have WiFi.

See Trainer mode for tips on what to narrate.

Step 6: View the session

Processing takes 5–15 minutes for a typical session. The Core App's pipeline extracts, names, scores, and auto-approves procedures on the tenant side. By the time the session shows up in the Dashboard, the procedures are ready — there's no human approval step.

  1. Dashboard → Sessions — find the session you just recorded.
  2. Click in to see the read-only detail page:
    • The POV recording (playable inline)
    • The AI-generated session summary (score + prose, if generated)
    • Each extracted procedure as a numbered sub-clip with its own thumbnail
  3. There's no editor, no approve/reject buttons, no per-step edit. The page is for viewing.

See Viewing a session and Procedure extraction for what each card shows.

Now you've got procedures sitting in your tenant, run a quick trainee session to close the loop:

  1. Create another task (or reuse the same one).
  2. The engineer (same one or a junior) opens the task in the Core App and says "Start training session."
  3. The AI greets them. They work, asking questions and requesting visuals — the AI has the tenant's knowledge and any bundle skills (e.g. Parts & Spares) at its disposal.
  4. They say "Stop training session."
  5. Back in the Dashboard, the trainee session appears alongside the trainer session in Dashboard → Sessions.

See Trainee mode for what the engineer experiences.

What you've just done

In 15 minutes you've:

  • Set up your tenant and added a seat.
  • Paired a pair of AR glasses.
  • Created a task.
  • Recorded a trainer-mode session that became a structured procedure.
  • (Optionally) re-played the procedure as a trainee-mode coached session.

This is the full TrainAR loop in miniature. Everything else in the docs builds on this shape.

Where to next