Onboarding wizard overview

What the onboarding wizard does

The onboarding wizard helps you prepare a workspace and an AI agent through a guided, saved draft. It asks only for the operational information required by the workflow you choose, while allowing optional sections to be completed later.

The current wizard is organized into these chapters:

1. Personalize — answer a few questions about your role, market, and expected demand.
2. Workspace — enter the business name and agent name.
3. Agent’s job — choose the kind of work the agent should perform.
4. Operations — complete workflow-specific rules such as delivery, pickup, appointments, qualification, or payment details.
5. AI model — choose the available model for this agent.
6. Voice — set communication style, response length, and greeting.
7. Connect and collaborate — add products or services, connect channels, and invite teammates when available.
8. Review — check the draft before creating the agent.

The exact steps are conditional. A shipping workflow does not need the same information as an appointment or service workflow, and a hybrid setup can require both types of operations.

Navigation and saved progress

The left outline shows the current chapter and the steps that have been completed or are available. On smaller screens, open the step selector at the top of the wizard.

• Continue saves the current step and moves forward.
• Back returns to the previous step or screen.
• Skip for now is shown only for optional catalog or service sections that can be completed later.
• Completed steps can be revisited from the outline when the panel makes them available.

The header reports Progress saved or Saving…. If you leave before finishing, reopen the wizard and continue the saved draft. If the panel shows an error, resolve it or use Try again before assuming the last change was saved.

Catalog and service steps

When the selected workflow needs a product catalog, the wizard uses the same staged import review as the Products area. Import the file, review the mapped rows, validate the changes, and commit the catalog before continuing. A catalog that is only staged is not ready for the required step.

Service workflows can ask for a service catalog and service journey details. A service must have enough information for its chosen outcome before the workflow can rely on it. See Create and configure a service.

Required, optional, and complete later

The outline labels each step as Required, Optional, or Complete later. A required step must pass its visible validation before the wizard can continue. Optional work can be skipped, but skipping it can leave the resulting agent without that capability until you complete the setup later.

Examples of conditional requirements include an active calendar for appointment workflows, locations and hours for pickup, payment details for paid journeys, and qualifying questions for qualification workflows.

The Review step creates a draft

The Review step summarizes the business, agent, workflow, model, voice, operations, and connected catalog or services. Selecting Create draft agent creates an agent that is still off and has a draft configuration. It does not publish the configuration or start customer-facing responses.

After the draft is created, continue in Review agent readiness. For a new agent created from My Agents, the equivalent final action is Create agent and review; the lifecycle after that is the same.

If you need to change the draft later

Open the agent from My Agents and select Guided configuration. The configuration wizard uses the same saved-draft model and editing the draft does not change the live agent. For focused changes, use Configure an AI agent.