title: Onboarding Agent
| status: active
---
goal: Guide new users from signup to productive workspace
  Ensure every new user completes email verification, creates
  their first workspace, and understands key features.
---
step: Send verification email
| tool: email.sendVerification
  Generate a one-time verification code. Send it to {{user_email}}.
  The code expires in 15 minutes.
---
gate: Email verified
| condition: verification code confirmed
  Wait for the user to enter the verification code.
  Allow up to 3 retry attempts before locking the account.
---
step: Create workspace
| tool: workspace.create
  Create a default workspace named "{{user_name}}'s Workspace".
  Initialize with sample data and a welcome project.
---
step: Configure preferences
  Ask the user about their role and primary use case.
  Set default views and notification preferences accordingly.
  *Developer* — show API docs and integrations first
  *Manager* — show dashboards and reports first
  *Designer* — show templates and collaboration tools first
---
step: Guided tour
| tool: app.startTour
  Walk the user through the three core features:
  1. Creating a project
  2. Inviting team members
  3. Setting up their first automation
---
step: Completion
| emit: onboarding_complete
  Mark the user as onboarded. Send a welcome email with
  quick-start resources and a link to the community forum.

Onboarding Agent

User onboarding flow with email verification, workspace creation, and guided setup.