First run and onboarding

After you sign in the app decides between the cockpit and a full-screen onboarding chat. It shows the chat while your account has no organization, while the organization has no active plan, and, once after paying, for a short setup card.

sign in → no organization?  → 1. Create the workspace
        → no active plan?   → 2. Pay for the platform plan
        → just subscribed?  → 3. Set up GitHub or an AI provider (skippable)
        → otherwise         → Overview

A Sign out link stays in the header of every step.

1. Create the workspace

The chat checks your account, then greets you and proposes a workspace with one card.

Choose Create my workspace. The assistant only proposes the card. The organization is created by the user.onboarding workflow, run with your own token, and it moves to its create_organization step only when you approve. If the run fails, the card stays and shows the platform's message so you can try again.

When the workspace exists the app reloads your account. If the account does not show it yet, the chat says Your workspace was created, but this account does not show it yet. Wait a moment and it checks again.

2. Pay for the platform plan

An organization with no active plan stays here. You pay inside this window: Continue to payment opens an embedded Stripe Checkout form.

• The plan and price come from the platform's catalog. The app does not choose a price of its own. If the catalog offers none, you see No price is available for this plan yet.
• The session is for one user seat.
• Coupons: choose Add promotion code on the form (Adicionar código promocional if the form is in Portuguese) and check that the discount is in the total before you pay. If the code is missing or rejected, don't pay: write to hello@orkestia.dev.
• The agent never charges. The payment is between you and Stripe.

After the form completes, the card reads Waiting for Stripe to confirm the subscription and checks the catalog every 3 seconds. A plan counts as active when its status is active or trialing. When it is, the card turns to Subscription is active and moves on.

If three minutes pass without confirmation, the card adds: Stripe has not confirmed the subscription yet. If you already paid, wait a moment or write to hello@orkestia.dev. Keep the window open; it keeps looking.

3. Set up (optional)

Once the plan is active the chat offers two starting points. Pick one, or leave both for later.

For the AI provider the app first sets up a connection with the base URL of the chosen provider, then makes it the organization's default AI profile with your model. The key is stored by the platform and is not kept in the app after the call. Anthropic and Mistral go through their OpenAI-compatible endpoints.

The second step of each path (Create a runner group, Hire the first actor) shows as blocked with This step isn't in the app yet. Do those in the console or in the Cockpit views afterwards: Runners, Hire an actor.

A step that fails keeps its message and can be tried again. If the app cannot read whether a step is done, it says Could not check this step. and offers Try again; it never guesses.

Finish (or Do this later when nothing is done yet) opens the cockpit. That organization is not brought back to setup on later launches.

Reopen onboarding

Settings › AI tools › Open onboarding chat shows the chat again for the current organization: the payment step if the plan is not active, otherwise the setup card. Quit without choosing Finish and an existing customer lands on the cockpit again at the next launch.

When billing is down

A billing outage must not lock out someone who already pays. The rule is:

Right after you create a workspace, a failed plan check is treated the other way: you stay on the payment step, because a brand-new organization has no plan yet.

Where onboarding keeps its state

Next: Navigation and shortcuts.