Onboarding

Overview

A short, multi-step walkthrough that runs the first time you create a workspace. It asks a few questions about your company, team size, the tools you use, and what you plan to do in Kanvas AI — then sets up sensible defaults so your first project is ready without manual configuration.

Use it for: getting started without staring at an empty page; giving Kenny early context about your team so its suggestions are useful from day one.

How it works

  1. After you sign up (or accept an invitation to a brand new workspace), the onboarding modal opens automatically.
  2. A progress bar at the top shows how many steps remain.
  3. Each step asks one question — workspace name, the kind of company you work at, the size of your team, the tools you already use, and what you plan to do here.
  4. Answers seed your workspace memory, suggest a default project template, and pre-fill the workspace name and icon.
  5. When you finish the last step, the modal closes and you land on your first project’s board.

Usage

Move forward and back. Each step has Next and Back buttons in the footer. You can revise an earlier answer at any time before finishing.

Skip the walkthrough. Close the modal to skip onboarding. You can come back to any individual setting later through Workspace settings or Settings → Profile.

Re-run it. Open Workspace settings → Getting started to see which onboarding steps have been completed for the workspace. Steps that were skipped can be completed there too.

Pre-filled defaults. Answers about your company type and tools turn into starting workspace memory so Kenny knows the context. Edit them later under Workspace settings → Memory.

Edge cases & limits

  • Per workspace, not per user. Onboarding runs once per new workspace, not once per user. Joining an existing workspace skips onboarding because the workspace is already set up.
  • Optional. Every step can be skipped. Skipping does not block you from using the product.
  • Answers shape memory. What you enter in onboarding flows into workspace memory automatically. Treat it like a public profile of the workspace, not a survey.
  • Settings & Workspaces — change anything onboarding set up
  • Memory — refine the workspace memory onboarding seeded
  • Projects — create more projects once onboarding is done
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