> ## 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 starts with a short setup and a chat. You answer a few questions, and Beam AI builds your first agent from them and runs its first test task.

![The onboarding chat with Beam AI's closing message describing the new agent and the View Agent button below it](https://mintcdn.com/beamai/GwOu6mG0CDlHYtC4/01-getting-started/guided-onboarding/onboarding-chat-view-agent.png?fit=max\&auto=format\&n=GwOu6mG0CDlHYtC4\&q=85\&s=a7b3c07fd7bc9e730ca3904cf1a52e29)

Sign up \<span>→\</span> Workspace setup \<span>→\</span> Onboarding chat

## What guided onboarding is

### When it runs

It runs when you sign up, and every time you choose **Create or join workspace** from the workspace picker. Joining a workspace you were invited to skips it.

### The two parts

| Part | What happens |
| - | - |
| **Workspace setup** | Your profile, the workspace name, four questions, and optional invites. The workspace is created after the last question. |
| **Onboarding chat** | Beam AI speaks first, builds the agent from your answers, and asks you to connect any tools it needs. It ends with **View Agent**. |

Until you select **View Agent** or **Skip**, opening the workspace brings you back to the chat.

## How to use guided onboarding

### Set up your workspace

**1. Fill in your profile**

Enter your **Full name**, then select **Continue**.

**2. Name the workspace**

On **Create a workspace at Beam**, enter a **Workspace name** and select **Next**.

![The Create a workspace at Beam screen with the Icon uploader, a Workspace name filled in, and the Back and Next buttons](https://mintcdn.com/beamai/GwOu6mG0CDlHYtC4/01-getting-started/guided-onboarding/create-workspace-step.png?fit=max\&auto=format\&n=GwOu6mG0CDlHYtC4\&q=85\&s=5c0283fbe82880756736a1359b9103ee)

Sign up \<span>→\</span> Workspace setup \<span>→\</span> Create a workspace at Beam

**3. Answer the four questions**

Pick your industry, team size and role, then what your first agent should do. The suggestions follow your role, and **Something else…** lets you describe your own. Once you select **Next** on the last question, the workspace is created and the answers can't be changed.

![The What should your first agent do? screen showing three suggestions for the chosen role and the Something else option](https://mintcdn.com/beamai/GwOu6mG0CDlHYtC4/01-getting-started/guided-onboarding/first-agent-question.png?fit=max\&auto=format\&n=GwOu6mG0CDlHYtC4\&q=85\&s=84d2637b50e56b2f8dc7e99c8c42cd71)

Sign up \<span>→\</span> Workspace setup \<span>→\</span> What should your first agent do?

**4. Invite your team, or skip**

Add email addresses and select **Invite members**, or select **Skip**. Invited people join as **Member**.

![The Invite members to your workspace screen with two email addresses added and the Skip and Invite members buttons](https://mintcdn.com/beamai/GwOu6mG0CDlHYtC4/01-getting-started/guided-onboarding/invite-members-step.png?fit=max\&auto=format\&n=GwOu6mG0CDlHYtC4\&q=85\&s=381f2f45f852325b1226863e85121d5c)

Sign up \<span>→\</span> Workspace setup \<span>→\</span> Invite members to your workspace

### Build your first agent

**1. Chat with Beam AI**

Reply to any questions Beam AI asks, and connect the tools it asks for.

**2. Select View Agent**

The agent's **Flow** opens, and Beam AI runs a first test task with sample data in the panel beside it.

![The new agent's Flow with the Beam AI panel open, running a first test task and showing its progress](https://mintcdn.com/beamai/GwOu6mG0CDlHYtC4/01-getting-started/guided-onboarding/first-test-task.png?fit=max\&auto=format\&n=GwOu6mG0CDlHYtC4\&q=85\&s=6456fd79ecc2f32dcdb0eff0ac4ce0b1)

Onboarding chat \<span>→\</span> View Agent \<span>→\</span> Flow

To skip the chat, select **Skip** at the top. You land on the workspace home with no agent built.

## Troubleshooting

> **Next stays greyed out**
>
> Every screen needs an answer. Workspace names can be up to 30 characters, and **Something else…** needs a description.

> **Every page sends me back to the chat**
>
> Onboarding isn't finished for that workspace. Select **View Agent** or **Skip** to finish it.

## Next steps

> **[Build a Flow](https://docs.beam.ai/02-building-agents/agent-fundamentals/flow-configuration/flow-configuration.md)**
>
> Change the steps your new agent runs.

> **[Connect integrations](https://docs.beam.ai/02-building-agents/agent-configuration/integrations/integrations.md)**
>
> Add or manage the tools your agents use.


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