> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rogeriq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

Create an organization, project, AI agent baseline, and first knowledge crawl.

# Onboarding

RogerIQ onboarding creates the minimum structure needed for useful support work.

## Steps

| Step | Purpose |
| --- | --- |
| Organization | Creates the account container for members, usage, and projects. |
| Project | Creates the support workspace and optional website domain. |
| Agent | Sets the initial mode and tone. |
| Knowledge | Starts the first crawl from your website or docs. |
| Complete | Opens the dashboard so you can connect email, widget, forms, and integrations. |

## Project Type

Project type helps tailor defaults and examples. Current setup options are SaaS, e-commerce, crypto/Web3, and other.

## Knowledge Crawl

The onboarding crawl accepts a website URL and starts a site crawl with these defaults:

| Option | Default |
| --- | --- |
| Max pages | 50 |
| Max depth | 3 |
| Destination | Knowledge Base |

You can skip this step and crawl later from Knowledge Base.

## After Onboarding

Continue with:

- [Email channel](/setup/email-channel) for inbound and outbound email.
- [Agent configuration](/guides/agent-configuration) for mode, model, guardrails, and test runs.
- [Install the widget](/widget/install) for customer-facing support.
- [Forms](/forms/overview) for structured intake.

Onboarding completion is tracked per project in the browser. If a teammate sees onboarding again, they can complete or dismiss it for their browser session.