> ## Documentation Index
> Fetch the complete documentation index at: https://docs.beam.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Guided Onboarding
> Set up a new workspace in a few questions, then build your first agent in a guided chat with Beam AI.
A new workspace does not start empty. A short setup asks what your company does, how big your team is, and what your role is, then hands you to a chat where Beam AI builds your first agent from those answers. You leave with a working agent and its first test task under way.
Guided onboarding runs for every workspace you create, not only the first one. Choosing **Create or join workspace** from the workspace picker later takes you through the same setup and chat. Joining a workspace you were invited to skips it.
What guided onboarding is
When it runs
You meet guided onboarding in two places:
* **When you sign up.** Once you are signed in and have no workspace yet, Beam opens the setup straight away.
* **When you create another workspace.** Open the workspace picker in the top-left corner and choose **Create or join workspace**.
If someone has already invited you to a workspace, the setup first shows **Join a workspace at Beam** with a card for each invitation. Selecting **Join** takes you into that workspace with no setup and no chat. Selecting **Create new workspace** starts the setup for a workspace of your own.
The two parts
| Part | What happens there |
| - | - |
| **Workspace setup** | You fill in your profile, name the workspace, answer four questions, and can invite teammates. The workspace is created along the way. |
| **Onboarding chat** | Beam AI reads your answers, opens the conversation, and builds your first agent with you. It ends with a **View Agent** button. |
Inside the setup, every question needs an answer before **Next** becomes available. The chat is optional: **Skip** is at the top of it the whole time.
The four questions
After you name the workspace, the setup asks four questions, one per screen.
| Question | How many you pick | Choices |
| - | - | - |
| **What does *your workspace* do?** | Any number | **Outsourcing / BPO**, **Financial Services**, **Recruiting & Staffing**, **Consulting**, **Construction & Trades**, **Retail & E-commerce**, **Marketing / Agency**, **Software / Tech**, **Education**, **Other** |
| **How big is your team?** | One | **2–10**, **11–50**, **51–200**, **201–1,000**, **1,000+**, **Just me for now** |
| **What's your role?** | One | **Sales**, **Customer Support**, **Operations**, **Finance**, **HR / Recruiting**, **Marketing**, **Product / PM**, **Engineering**, **Executive / Founder**, **Other** |
| **What should your first agent do?** | One | Three suggestions based on your role, plus **Something else…** |
The first question shows your workspace name in place of *your workspace*, and the role question addresses you by your first name.
The last question changes with your role. A marketer sees **Content drafting**, **Campaign tracking**, and **Lead scoring**. Someone in finance sees **Invoice processing**, **Reconcile transactions**, and **Financial reports**. Choosing **Something else…** opens a text box where you describe the agent in your own words.
What Beam does with your answers
Your answers are saved with the workspace when it is created, and Beam AI starts the onboarding chat from them. You do not face an empty message box: Beam AI speaks first, greets you, and works from the agent you picked. While it prepares that first message, the chat shows short status lines such as "Going through your answers to understand how you work...".
From there the chat has one job, which is building that agent. Beam AI may ask you questions about how the work is done today. If the agent needs an integration, such as a mailbox or a CRM, Beam AI asks you to connect it inside the chat before it creates the agent, so the agent is never built against a tool that is not connected.
What happens after View Agent
When the agent is built, Beam AI posts a short summary of what it does, with a **View Agent** button under it. Selecting the button ends onboarding for the workspace and opens the agent's **Flow**, with the **Beam AI** panel open beside it.
The panel starts a new conversation on its own with the message "My agent is ready. Run a first test task with a sample payload and show me the progress". Beam AI then runs that first task and reports its progress in the panel, so you see the agent work before you change anything.
Leaving before you finish
The workspace is created at the moment you answer the last question, not when you name it. What happens if you leave depends on which side of that moment you are on.
| You leave | What happens |
| - | - |
| During the questions | Nothing is created and your answers are not kept. You start the questions again next time. |
| After the workspace is created | The workspace exists, but onboarding is still open. Opening any page of that workspace takes you back to the onboarding chat. In the same browser, the conversation picks up where you left it. |
| By selecting **Skip** in the chat | Onboarding ends for that workspace. You land on the workspace home and the chat does not come back. No agent is built. |
Onboarding keeps bringing you back to the chat until it is finished, because the workspace records whether onboarding is done. Selecting **View Agent** or **Skip** are the two ways to finish it.
How to use guided onboarding
Set up your profile
A new account starts on **Let's start with your profile**. The top-left corner shows **Sign out** until you have a workspace, and **Back to workspace** after that. The top-right corner shows the email you are signed in with.
Under **Upload a profile picture**, add a photo if you want one. It is optional.
Fill in **Full name**. Beam uses your first name later in the setup.
Your profile is saved and the workspace setup opens.
Create your workspace
On **Create a workspace at Beam**, fill in **Workspace name**. Name it after your company. You can change the name later. Use **Icon** to upload a logo, or leave it and Beam shows the workspace's initials. Then select **Next**.
On **What does *your workspace* do?**, select every option that fits, then select **Next**.
On **How big is your team?**, select the closest range, then select **Next**.
On **What's your role?**, select the closest match, then select **Next**. The suggestions on the next screen come from this answer.
On **What should your first agent do?**, select one suggestion. If none fits, select **Something else…** and describe the agent in the box that opens.
Beam creates the workspace with your answers and shows "Workspace created. You can now invite others to this new workspace".
Check your answers before this step. Once the workspace is created, **Back** is gone and the answers cannot be changed from the setup.
Invite your team
The setup ends on **Invite members to your workspace**. You can invite people here or later from workspace settings.
Type each address into **Enter email**. You can add several.
**Invite members** sends the invitations and opens the onboarding chat. **Skip** opens the chat without inviting anyone.
Everyone you invite from here joins with the **Member** role. To give someone a different role, change it afterwards in workspace settings, as described in [Roles and Permissions](/05-resources/roles-and-permissions/roles-and-permissions).
Build your first agent in the chat
The chat opens with **Beam AI** in the header and **Skip** on the right. Wait for Beam AI's opening message. It is written from your setup answers, so there is nothing to type first.
Beam AI may build the agent straight from your setup answers, or ask about how the work happens today. Reply in the message box at the bottom.
If the agent needs a tool you have not connected, Beam AI asks you to connect it in the chat. Follow that prompt to connect the tool. Beam AI waits for the connection before it creates the agent.
When the agent is built, Beam AI describes what it does and shows **View Agent**. Select it to open the agent.
Run your first task
After **View Agent**, the agent's **Flow** opens with the **Beam AI** panel on the right. Beam AI starts a first test task with sample data and shows its progress in the panel. You do not need to type anything.
If the task stops for input or fails, Beam AI says so in the panel and points you to the task for the details. Resolve it there, then carry on building in the Flow.
Skip the chat
**Skip** sits at the top-right of the onboarding chat and works at any point in the conversation.
You land on the workspace home. Onboarding is finished for this workspace, and no agent was built. To build one later, see [Create an agent](/02-building-agents/agent-fundamentals/creating-agents/creating-agents).
Troubleshooting
Every screen in the setup needs an answer before **Next** works:
* On **Create a workspace at Beam**, fill in **Workspace name**. It can be up to 30 characters.
* On a question screen, select at least one option.
* If you selected **Something else…**, type something in the box that opened.
**Full name** takes letters and spaces only, up to 50 characters. Remove any numbers, accents or symbols and select **Continue** again.
Onboarding for that workspace is not finished yet. Complete the chat and select **View Agent**, or select **Skip** at the top of the chat. Either one stops the redirect.
The workspace is only created when you answer the last question, so nothing was saved. Start again: sign in, or choose **Create or join workspace** from the workspace picker.
Add at least one valid email address in **Enter email**. To move on without inviting anyone, select **Skip**.
Next steps
Understand agents, Flows, tools, tasks, and memory.
Change the steps your new agent runs.
Add or manage the tools your agents use.
Invite teammates and manage your workspace.
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