Onboarding Wizard

When a new org is created, its first owner is routed to the Setup Wizard at /org-setup. The wizard gets the workspace into a usable state without any guesswork - identity, voice, goals, and connections - in a guided flow.

Structure

The wizard has two phases:

Core Setup (8 steps) - required before the dashboard is useful:

1. Workspace Identity - org name, timezone
2. Company Profile - org type, industry, short description
3. Social Platforms - handles for X, Facebook, Instagram (skippable)
4. Analytics Ingestion - pick how data flows in: manual CSV upload or connected accounts (skippable)
5. Primary Goals - what you want from social (reach, engagement, leads, etc.)
6. Primary Audience - who you're talking to
7. Publishing Behavior - frequency, channels, content mix, publish mode, generation priority
8. Brand Voice - voice description, example posts, forbidden phrases, starter hooks; optionally auto-generate a Brand Voice profile from any existing post history

After step 8 you hit a Core Complete screen where you can finish now and start using the app, or continue into advanced setup.

Advanced Setup (up to 5 steps) - all skippable, all revisitable later from their respective pages:

1. Competitors - competitor accounts to track
2. Team Members - invite editors and admins by email
3. Telegram Bot - enable and allowlist a chat for the Telegram integration
4. Approval Workflow - enable approval and set the minimum role (only shown if your plan supports it)
5. RSS Feeds - feed URLs for Algorithm Watch

Web3 Project orgs

If your org type is Web3 Project, the wizard inserts an additional structured setup path after Core Complete and before the standard advanced setup steps:

1. Web3 Project Profile - project name, category, chain, website, docs, positioning, and account posture
2. Positioning & Audience - differentiators, narratives to own, audience maturity, and topics to avoid
3. Team Directory - public team members used in spotlight and credibility content
4. Current Roadmap - planned, in-progress, and completed roadmap items
5. FAQs & Objections - reusable answers, objections, and misconception handling

These steps give the org a structured project knowledge base that powers Web3-specific generation flows later on. See Web3 Projects.

The wizard ends on a Done screen.

Localized

The wizard is fully localized - all 14 core and advanced steps, completion screens, and field labels follow your selected language. If you change languages partway through the wizard, all already-saved entries stay as you wrote them; only the chrome and prompts switch. See Languages.

Resume

If you leave mid-wizard, the next sign-in resumes where you left off. Progress is stored against your org, and you won't be pushed backward if you reload.

Going back

Inside the wizard, a back button returns you to the previous visited step within the same session. Once you exit, the wizard resumes from the last saved step.

Skipping

Steps marked skippable show a Skip button. Skipped data just isn't saved - you can fill it in later from the matching page in the app (Brand Voice, My Account > Social Connections, Settings > Team Members, Settings > General, Intelligence > Content Optimization > Algorithm Watch).

Where to go next

Once onboarding is complete, continue with Your First Login to tour the sidebar, generate your first post, and start ingesting data.