From zero to autonomous value in minutes#
The onboarding wizard is designed to get a new workspace to its first working routine as quickly as possible. It walks through every decision in a logical sequence so nothing is missed.
Open Sidekick > Onboarding (or click "Start guided onboarding" from any empty Sidekick surface) to begin.
Wizard steps#
| Step | What you configure |
|---|---|
| Operator mode | Choose your starting trust level — supervised, balanced, or autonomous |
| Model source | Confirm managed inference or enter a BYOK provider key |
| Tool connections | Connect the integrations your routines will use |
| First routine | Create a starter routine and run it immediately |
Model source check#
The wizard checks whether the workspace has a working model source before letting you proceed. If managed inference is unavailable and no BYOK key is configured, you see a recovery prompt explaining exactly what is needed.
| Model source | What it means |
|---|---|
| Managed | LumenFlow provides the inference endpoint — simplest path |
| BYOK | You supply an API key for your preferred provider |
| Unavailable | Neither option is configured — wizard shows a recovery step |
Tool connection status#
During onboarding, each tool connector shows a live status badge. You can connect tools inline without leaving the wizard.
Completing onboarding#
After finishing all steps, Sidekick runs your first routine and shows the result. From there, the Today dashboard becomes your daily starting point.
info You can re-run the onboarding wizard at any time. It picks up your current configuration and lets you adjust without starting from scratch.
warning Skipping the model source step means Sidekick cannot run routines or respond in chat. Always ensure a model source is configured before relying on autonomous features.
Next step#
Fine-tune billing, budgets, trust, and model configuration in Settings.