Getting started

Complete your first business onboarding

Give Eva personal context, create the workspace and explain the business.

Desktop · Free / Pro · Owner

Before you begin

Complete the access or login flow.
Have a business name and a short description ready.

Starting screen: /onboarding

1. Introduce yourself

Action: Introduce yourself. Select the image to enlarge it.

In Tell eva how to work with you, enter Name as Alex Morgan, Role or title as Founder, and Communication style as Direct and concise. These values describe you across projects.

Expected result: The entered fields remain visible while progress saves silently.

Confirm it worked: After the save completes, refreshing restores the values.

Result: Introduce yourself. Select the image to enlarge it.

2. Continue to the project step

Action: Continue to the project step. Select the image to enlarge it.

Click Next. The numbered progress control moves to Project. Use Back if you need to change your personal information.

Expected result: The heading becomes Create the workspace.

Confirm it worked: The previous values remain available when you go back.

Result: Continue to the project step. Select the image to enlarge it.

3. Name the business workspace

Action: Name the business workspace. Select the image to enlarge it.

Enter Project name as Northstar Studio and Description as Brand and website design for small businesses. Click Next.

Expected result: The heading becomes Add the business context.

Confirm it worked: Going back shows the project name and description you entered.

Result: Name the business workspace. Select the image to enlarge it.

4. Explain the business

Action: Explain the business. Select the image to enlarge it.

Enter Offer, Customers, Goals, Constraints, and Brand and operating notes where shown. For example: Offer = Brand design packages; Customers = Australian small businesses; Goals = Improve enquiry follow-up. Leave optional fields blank if unknown.

Expected result: Eva has stable business context for this project.

Confirm it worked: Review the text for accuracy before creating the project.

Result: Explain the business. Select the image to enlarge it.

5. Create the project

Action: Create the project. Select the image to enlarge it.

Click Create project once. Wait while the button shows Creating....

Expected result: The project is created and Eva opens the dashboard.

Confirm it worked: The project switcher shows Northstar Studio. Refresh and confirm the same workspace remains selected.

Result: Create the project. Select the image to enlarge it.

Troubleshooting and alternatives

Progress saves automatically and silently; do not look for a “Progress saved” badge. Wait for navigation or saving to complete before closing the page.

If a required field is blank, the form focuses the invalid field. Complete it and retry. Creating an additional project skips personal information and uses the project/business steps.