> ## 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.

# Workspace setup

> The onboarding wizard configures your workspace, connects a model provider, and creates your first agent — all in one flow.

When you first open HQ — whether self-hosted or on [HQ hosted](/hosted/getting-started) — you're greeted by the **onboarding wizard**. It walks you through everything in about 2 minutes: identity, use case, model provider, and first agent.

<Info>
  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.
</Info>

***

## Wizard steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Tip>
      Need a Supabase account? The wizard has a built-in help panel with step-by-step instructions.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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)

The panel auto-dismisses when all items are complete, or you can dismiss it manually at any time.

***

## 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         |

Presets configure pipeline stages, fields, and task streams. Everything is editable from Settings after onboarding.

***

## Changing workspace settings later

Everything the wizard configures is editable:

<CardGroup cols={2}>
  <Card title="Workspace identity" icon="id-card" href="/reference/configuration">
    Settings → General — rename workspace, update owner profile
  </Card>

  <Card title="Model provider" icon="plug" href="/guides/connect-model-provider">
    Settings → Connections — add/remove providers, rotate keys, set per-agent models
  </Card>

  <Card title="Pipeline & fields" icon="table-columns">
    Settings → Pipeline — reorder stages, add custom fields
  </Card>

  <Card title="Agents" icon="robot" href="/guides/create-agent">
    Agents page — create more, change templates, reassign channels
  </Card>
</CardGroup>