Onboarding Wizard
The three-step setup a fresh workspace walks through after sign-up: profile, team invites, and connecting an AI client, with the stable ids agents drive.
A fresh workspace opens the onboarding wizard at /onboarding/wizard right after sign-up. It runs once; finishing it lands on the dashboard, where the assistant panel opens on its own. This page documents the wizard for people and for AI agents that drive the UI.
The three steps
Profile
Your name and country. The fields are ordinary form inputs addressed by their visible labels.
Invite
Invite teammates by email, or copy the shareable link of the form
/invitation/{token}. Anyone who registers through that link joins the workspace as Waiting for Approval until an admin assigns a role and activates them on the Company page. This step can be skipped and repeated later from the Company page.AI
Connect an external AI client (Claude, OpenAI, Cursor, or Gemini) to the workspace's MCP endpoint. The flow creates an API key for the chosen client. This step can be skipped; the same flow stays available from the Profile page, and the in-app Assistant works without it.
Stable ids
| Control | Id |
|---|---|
| Primary action (next step, or finish on the last step) | #onboarding-back and #onboarding-next |
#onboarding-next advances and, on the last step, completes the wizard; #onboarding-back returns to the previous step. Everything inside a step is a regular form: drive it by label, then activate #onboarding-next.
Frequently asked questions
Can I skip steps?
The invite and AI steps are skippable. Invitations can be sent later from the Company page, and the AI-client flow stays available on the Profile page. The profile step is required.
What happens to people who register through the invitation link?
They join the workspace as Waiting for Approval. An admin assigns a role and activates them on the Company page; until then they cannot work in the workspace.