Onboarding Wizard
Set up your profile, Knowledge Base, team invites, and AI connections after sign-up. Learn which steps are optional and which controls agents can use.
A fresh sign-up first lands on /onboarding, where you choose Create a new workspace or Join an existing workspace; joining needs an invitation from a workspace administrator. The onboarding wizard at /onboarding/wizard follows. A new workspace is created only when you save Your profile. The wizard runs once; finishing it lands on the dashboard. This page documents the wizard for people and for AI agents that drive the UI.
Link: the onboarding wizard, /onboarding/wizard, and the choice page /onboarding; both open only until onboarding is finished and otherwise lead to the dashboard. Mate: no target, and the wizard has no Mate highlight targets; when hosted Mate is enabled, Ask Mate stays visible in the sidebar and website setup shows its read-only Mate conversation inline; #onboarding-back and #onboarding-next are element ids, not highlightable by Mate.
What are the four steps of the onboarding wizard?
The onboarding wizard for a new workspace has four steps: Your profile, Knowledge Base, Invite your team and Connect your AI. Only the profile is required; the other steps can be completed without importing a website, sending invitations, or connecting an external AI client.
Your profile
Your name and country. The email field shows your sign-in address and cannot be changed here; First Name, Last Name and Country are ordinary form inputs (
firstName,lastName,country) addressed by their visible labels, and the terms checkbox (agreeToTerms) is rendered only in cloud mode. Continue saves the profile, creates the workspace when you chose to create one, and moves to the Knowledge Base step. This step is required. Once it is saved the wizard cannot return to it; change your name or country later under My Profile › Settings.Knowledge Base
Optionally enter your company website and choose Build my Knowledge Base. Website setup is available when hosted Mate is enabled; manual Knowledge Base pages also work without it and on self-hosted instances. The initial language defaults to your browser language, or the dominant language of an existing Knowledge Base, and you can choose another supported language. The step shows website discovery, page-reading progress, and Mate’s read-only conversation inline. Individual unreadable pages are skipped; successfully created pages remain available if writing stops. Continue moves to the next step. While the import is running, the button says Continue while Mate works and leaves the import running in the background; Not now skips starting the import. You can ask Mate to import a website later or write pages yourself. See Knowledge Base setup.
Invite your team
The step has two tabs. Share link, open by default, shows a link of the form
/invitation/{token}to copy: anyone with it can join, and it is valid for 7 days. Send emails takes up to 20 addresses per send, separated by a comma or Enter, and Send invitations emails them that link. Whether people come through the link or an email, they join with status Waiting for approval until someone whose role has Manage set to Yes on Users & Roles, or an Admin, assigns a role and sets the status to Active on My Company › Members. Next (#onboarding-next) moves on to Connect your AI, with or without invitations; you can invite people later from My Company › Members. Back (#onboarding-back) returns to the Knowledge Base step during this uninterrupted setup. After reloading a completed Knowledge Base step, it is disabled; the saved profile cannot be reopened.Connect your AI
Connect an external AI client (Claude, ChatGPT and Codex, Cursor, or Gemini) to the workspace's MCP endpoint. For the local setups (Claude Code or Claude Desktop, Codex, Cursor, Gemini) the flow creates an API key for the chosen client that expires after 365 days, and shows its setup snippet together with the date and time the key expires; the Claude account and ChatGPT app methods connect through the hosted connector and create no key. On the list of clients, Back returns to the invite step and Finish completes onboarding without connecting one. Once a client is chosen, Back returns to the list and Finish completes the wizard; Finish becomes available after you create the key for a local client, or pick a connector method. The same flow stays available under My Profile › API & Connectors, and the in-app Assistant works without it.
Link: the onboarding wizard, /onboarding/wizard; it opens only until onboarding is finished and otherwise leads to the dashboard. Mate: no target, and the wizard has no Mate highlight targets; when hosted Mate is enabled, Ask Mate stays visible in the sidebar and website setup shows its read-only Mate conversation inline; #onboarding-back and #onboarding-next are element ids, not highlightable by Mate.
What does an invited person see?
Someone who opens an invitation link sees only Your profile, without the progress bar, with a note Invitation from ... naming the person who invited them and a terms checkbox worded for invited members on cloud. After Continue they are registered with status Waiting for approval and land on Waiting for Approval; they can sign in again at any time, but every sign-in lands on that screen (or first on Email Verification, if their email is still unverified 24 hours after registering) until someone whose role can manage Users & Roles, or an Admin, sets them to Active; only then can they work in the workspace. They never see the Knowledge Base, invite, or AI steps.
Link: the Members page, /company/members. Mate: navigate and highlight_element with nav-company-members (highlightable only while My Company is expanded in the sidebar); once a member's User dialog is open, member-modal-role, member-modal-status and member-modal-save highlight Role, Status and Save (Save for roles with Manage only); the member rows are not highlight targets, so Mate names them.
Which stable ids does the wizard have?
| Control | Id | Where it exists |
|---|---|---|
| Back to Knowledge Base | #onboarding-back (Back) | Only on the invite step; returns to Knowledge Base during uninterrupted setup, but is disabled after reloading past that step |
| Continue to Connect your AI | #onboarding-next (Next) | Only on the invite step |
| Email addresses to invite | #invite-modal-emails | Invite step, Send emails tab |
| Send the email invitations | #invite-modal-send (Send invitations) | Invite step, Send emails tab |
The invite step reuses the email form of the Invite User dialog, so it carries that dialog's ids. The profile, Knowledge Base, and AI steps use their own buttons without stable ids (Continue on the profile step; Build my Knowledge Base, Not now, and Continue on Knowledge Base; Back and Finish on the AI step): drive those by their visible labels. Inside every step the fields are a regular form; fill it by label, then activate the step's primary button. The wizard controls are not Mate highlight targets; website setup displays a read-only Mate conversation inline.
Frequently asked questions
Can I skip parts of the onboarding?
The Knowledge Base, invite, and AI steps are skippable: Not now leaves Knowledge Base without importing a website, Next leaves the invite step without sending anything, and Finish on the AI-client list completes onboarding without a connection. Invitations can be sent later from My Company › Members, and the AI-client flow stays available under My Profile › API & Connectors. The profile step is required.
Link: the onboarding wizard, /onboarding/wizard, until onboarding is finished; afterwards invitations on /company/members and the AI setup on /profile/api-keys. Mate: the wizard controls are not highlight targets; website setup displays the read-only conversation inline. Afterwards navigate and highlight_element with nav-company-members or nav-profile-api-keys.
Can I go back to my profile?
No. Once Your profile is saved, the wizard cannot return to it. Back on the invite step can return to Knowledge Base during uninterrupted setup. Change your name, country and other personal settings later under My Profile › Settings.
What happens to people who register through the invitation link?
They join the workspace with status Waiting for approval, whether they used the shared link or an email invitation. Someone whose role can manage Users & Roles, or an Admin, assigns a role and sets them to Active on My Company › Members; until then they see Waiting for Approval and cannot work in the workspace. The link stays valid for 7 days.
Do I need to connect an AI client to use the assistant?
No. The built-in Assistant works without any external client. The AI step connects external tools such as Claude or Cursor to your workspace through MCP.