Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.yourhq.ai/llms.txt

Use this file to discover all available pages before exploring further.

After onboarding, HQ opens the workspace setup wizard. This is where you personalize your workspace — it takes about two minutes.

​
What the wizard configures

1

Workspace identity

Set your workspace name, slug, and owner profile (name, preferred name, timezone).
2

Pipeline stages

Define the stages contacts move through — e.g. Lead → Qualified → Proposal → Won. These power the CRM kanban view.
3

Custom fields

Add fields to contacts and organizations beyond the defaults — company size, industry, referral source, etc.
4

Task streams

Create streams for grouping work — e.g. Content, Outreach, Product, Ops. Tasks belong to streams.

​
Presets

Don’t want to configure from scratch? Pick a preset that seeds sensible defaults for your use case:

Outreach

Pipeline, fields, and streams for outbound sales or BD.

Job search

Track applications, contacts, and follow-ups.

Recruiting

Candidate pipeline with interview stages.

Sales

Full sales pipeline with deal tracking.

Client work

Project-oriented streams and client fields.

Blank

Start empty and build your own.
Everything the wizard configures can be changed later from Settings → Pipeline, Settings → Fields, and Settings → Streams.