Dataset Setup (Onboarding Wizard)

Overview

Flow ID: corpus-setup-wizard
Category: Onboarding
Estimated Duration: < 1 minute (Decision only)
User Role: New User
Complexity: Moderate

Purpose: Optional step to get immediate value by letting the user “Chat with their data” right from the start.

Trigger

What initiates this flow:

• Onboarding Wizard Step 4

Step-by-Step Flow

Main Path (Happy Path)

Step 1: Options

• System Display: “Do you want to chat with your documents?”
• Options:
  • Create from Documents: Upload PDFs now.
  • Skip: Configure later.

Step 2: Upload (If Selected)

• User Action: Upload file.
• System Response: Creates a background job. WARNING: Does not block onboarding; job runs in background.

Related Flows

• Corpus Upload - Full version.

Technical References

• src/components/onboarding/corpus-step.js