Onboarding Checklist
Guided start — measurable success in under 30 minutes
The onboarding checklist appears automatically in the Command Center when your project is newly created. It shows three milestones that check real data — not dummy checkboxes.
📸 Screenshot: Onboarding checklist in the command center
The Three Milestones
1. Create First Policy
Status check: The platform verifies policyCount > 0 for your project.
How to complete: Navigate to Policies → New Policy, or activate one of the four pre-installed system policies.
→ Detailed guide: Create a Policy
2. Register First Agent
Status check: The platform verifies agentCount > 0 for your project.
How to complete: Navigate to Agents → New Agent and complete the 7-step wizard.
→ Detailed guide: Agent Wizard Step by Step
3. Process First Trace
Status check: The platform verifies traceCount > 0 for your project.
How to complete: Open the Playground (Sidebar → Playground), enter a test prompt, and click Send. Or send an API request with the agent key.
API Key Quick-Copy
Below the checklist you'll find an API key quick-copy block where you can copy the project API key, see the base URL, and copy a curl example command.
Recommended Setup Order
- ✅ Onboarding checklist (you are here)
- Invite team
- Connect integrations (Slack/Teams for alerts)
- Register more agents
- Review compliance
- Install Browser Guard (Business/Enterprise)