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OrgX onboarding helps you keep one useful result ready for the next session. Start with an example, connect your tool, save a small draft, or build with the API. Install only what your chosen path needs.

The web journey

No connected sources are required to describe an outcome. When discovery finds none, the plan remains a proposal from your brief. External deep search is an explicit choice with provider cost and limitations; it is never enabled as an implicit fallback. Draft creation and planning-model use do not prove a run started. Your progress is saved. If work is waiting on a run or approval, open this initiative in Mission Control and return later. Retry the saved step when a save receipt is missing; do not start another journey to recover.

Choose the tool you already use

Verify only tools present in the selected profile and current grant. A narrower profile cannot acquire missing tools by following a generic prompt. An empty workspace is a valid result; show the empty state and its next action.

Readiness has several meanings

Browser pairing events only prompt rechecking server state. They cannot prove readiness or survive as authority across accounts, workspaces, revoked keys, or stale attempts. A saved portfolio entry is not a started run.

Recovery

Changing the discovery mode, full goal, sources, or workspace creates a new request identity. Retrying the same request preserves it.

Data and credentials

Before installing, review what changes locally, what data can be sent, the capture mode, and how to remove or revoke access. Show essential boundaries before setup; expand the reference only when needed. A credential removal is not deletion of hosted records. Capture metadata can include project names or paths. See security and retention.

Specialized journeys

Team Trail invitations join a specified Trail team and its pooling scope; they do not grant workspace-wide membership or access. Expired or used links need a replacement invitation from the team owner. X-Ray, self-audit, and Workload Doctor begin from their own evidence or workload shape. Workload plan confirmation acknowledges a proposal; account creation and authority grants remain separate. Studio onboarding configures a brand from the supplied URL or brief; its success is a usable Studio configuration, not an accepted organizational work result. Assisted founding-customer onboarding follows the signed agreement. Recording, check-ins, Day-14 brief delivery, refund terms, and next-quarter plans are customer-specific rather than promises of the default web journey.

Verification boundaries

Source contract reviewed September 30, 2026: Wizard 0.1.85 (Node 22+), MCP manifest 1.1.5. Source review is not a fresh package install or a deployed OAuth negative control. Record the tested release, host version, workspace, profile, permitted read, denied write, runner probe, and delivered receipt before calling an installation end-to-end verified. onboarding_completed is navigation graduation. It is not accepted first value. Work milestones must be joined to the workspace, journey, initiative, run or artifact, and intent; track readback activation separately for status clients. A receipt marked completed can describe a completed API operation while its task remains todo.