First-time Application Setup

First-time Application Setup

Overview

Flow ID: initial-setup
Category: Onboarding
Estimated Duration: 1-2 minutes
User Role: New User
Complexity: Simple

Purpose: Guides new users through the essential configuration steps required to get the application running for the first time. This “Wizard” appears automatically on first launch.


Trigger

What initiates this flow:

  • Application launch (First run only)

Specific trigger: Opening the app when no local configuration database exists.


User Intent Analysis

Primary Intent

Get the app “ready to chat” as quickly as possible without getting bogged down in technical settings.


Step-by-Step Flow

Main Path (Happy Path)

Step 1: Welcome Screen

  • System Response: Displays “Welcome to Archie AI” with a brief intro.
  • User Action: Click Get Started.

Step 2: Upload AI Model

  • Context: The app cannot function without a brain (LLM).
  • User Action: Upload a model file or skip (if planning to do it via Settings).
  • Reference: Model Upload.

Step 3: Choose Appearance

Step 4: Dataset Setup (Optional)

  • User Action: Upload documents now or skip.
  • Reference: Corpus Setup.

Step 5: Completion

  • System Response: “Setup Complete!”
  • User Action: Click Enter App.
  • System Response: Redirects to New Chat.

Error States & Recovery

Error 1: Installation Corrupted

Cause: Missing system dependencies
User Experience: Wizard fails to load.
Recovery: Reinstall application.



Technical References

  • src/components/onboarding/wizard.js
  • src/localdb/config.js (is_onboarded flag)

Related Articles

View All Onboarding Articles

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