The wizard uses the same codebase on both hosted and self-hosted. The only difference: self-hosted users see an extra Infrastructure step to connect Supabase and start a gateway. Hosted users skip that — it’s already provisioned.
Wizard steps
Welcome
Enter your name (how agents address you) and confirm your workspace name (auto-generated from your first name, editable). This sets your owner profile and workspace identity.
Intent
Tell HQ what you’ll use it for: Outreach, Deals, Hiring, Publishing, Running ops, or just exploring. This seeds a recommended agent template and workspace context preset. You can change it later — nothing is locked in.
Infrastructure (self-hosted only)
Connect your Supabase project (URL + anon key + service role key) and choose a gateway placement (this machine via Docker, or a remote server via a one-liner). HQ validates the connection and waits for the gateway to come online before continuing.
Model provider
Choose your AI provider — Anthropic, OpenAI, or Ollama — and enter your API key. HQ validates the key inline before continuing. For Ollama, it auto-detects the local instance.Your key is stored on your gateway and never leaves your infrastructure. You can add more providers in Settings → Connections later.
First agent
HQ recommends an agent based on your intent choice (e.g. “Scout” for outreach, “Ghost” for publishing, “Chief” for ops). You can customize the name and emoji before creating.After creation, you can optionally connect a messaging channel (Telegram, Discord, Slack) so you can talk to your agent via DM. Or skip this and interact through tasks and routines instead.
After the wizard
Once your first agent is provisioned, the wizard navigates you to the Tasks page with your first task pre-filled — a suggested starting point based on your intent choice. From here you’re in the full dashboard. The Mission Panel (bottom-right) tracks your onboarding progress across two tiers:Tier 1 — Getting started
- Agent created
- First task assigned to an agent
- Dashboard explored (visit 3+ pages)
- Knowledge item added
- Desktop viewer opened
Tier 2 — Going deeper
- Second agent created
- Routine created
- Source connection added (Notion, Google Drive)
Context presets
The intent you pick in the wizard seeds a context preset — a bundle of defaults that shape your workspace:| Intent | Preset | Recommended agent |
|---|---|---|
| Outreach & networking | Research & outreach pipeline | Scout |
| Close deals | Sales research pipeline | Scout |
| Hire people | Talent sourcing pipeline | Scout |
| Publish content | Content writing context | Ghost |
| Run operations | Operations coordination | Chief |
| Explore | General assistant | Assistant |
Changing workspace settings later
Everything the wizard configures is editable:Workspace identity
Settings → General — rename workspace, update owner profile
Model provider
Settings → Connections — add/remove providers, rotate keys, set per-agent models
Pipeline & fields
Settings → Pipeline — reorder stages, add custom fields
Agents
Agents page — create more, change templates, reassign channels