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Setup Wizard
Guided setup flow for agent, number, hours, knowledge, notifications, and testing.
What this page is for
Use when onboarding a new workspace.
How to set it up
- 1Start from the first incomplete step.
- 2Complete required fields.
- 3Return to the wizard after adding missing data.
Demo workflow
Setup Wizard workflow demo
A workspace user opens Setup Wizard and needs to understand what action to take.
1
Open the page
Go to Setup Wizard from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.