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Onboarding

The onboarding flow creates your first project and captures the choices that the current product actually uses.

What onboarding covers today​

The current sequence is:

  1. Stages — choose the live agent columns you want on the default board. Right now that means Analyst, Architect, and Coder. Backlog and Done are added automatically.
  2. Role & experience — saved to your user profile.
  3. Team size — used for project setup and product context.
  4. AI engine — choose between dreeft AI and Custom AI.
  5. Repo connection screen — an optional step that previews Git providers in the UI.
  6. Billing — only required when you choose Custom AI.
  7. Completion — the app creates your first project and opens the board.

Stages and columns​

The stage picker is not a generic workflow designer. It currently enables the live columns that exist in the product:

  • Analyst
  • Architect
  • Coder

Columns such as QA, Reviewer, or DevOps may appear in onboarding as future-facing ideas, but they are not registered as active agents in the current release.

Git provider note​

The onboarding repo step is useful for orientation, but the persistent project integration is configured later from Settings -> Git. Today the stored integration flow is wired for GitHub with:

  • repository URL
  • personal access token
  • default branch

See GitHub integration.

AI modes​

Onboarding stores one of two modes:

  • dreeft AI — no external key required; token usage is tracked in project billing.
  • Custom AI — saves a provider key on the project after checkout succeeds.

The Custom AI UI currently supports OpenAI, Anthropic, and Google as active provider options. See AI providers.

After onboarding​

  • Open the Kanban board and create your first card.
  • Finish GitHub setup from Settings -> Git before expecting Coder to open PRs.
  • Invite teammates from Settings -> Team or share a join code later.