---
title: "What happens during workspace onboarding?"
description: "TL;DR: First-time Builders and Owners see an in-product onboarding wizard: name your workspace, answer a few setup questions, and pick a recommended first automation. Onboarding then sends you to Home with a starter prompt so Ask Ballet can begin planning your first playbook."
canonical_url: "https://docs.ballet.dev/articles/what-happens-during-workspace-onboarding-9B8GbEdcqg"
md_url: "https://docs.ballet.dev/articles/what-happens-during-workspace-onboarding-9B8GbEdcqg.md"
---
# What happens during workspace onboarding?

**TL;DR:** First-time Builders and Owners see an in-product onboarding wizard: name your workspace, answer a few setup questions, and pick a recommended first automation. Onboarding then sends you to Home with a starter prompt so Ask Ballet can begin planning your first playbook.

## Who this is for

Builders and Owners signing in for the first time. Members skip builder onboarding and land directly in Member Mode.

## What steps does onboarding include?

The builder onboarding wizard typically covers:

1. **Workspace name** — set your team's workspace identity.
2. **Company context** — company size and your role.
3. **Business unit** — where automations will live in your org.
4. **First automation** — pick a recommended workflow to start with.

## What happens after onboarding?

Onboarding sends you to **Home** with a starter prompt pre-filled. Ask Ballet begins planning or building your first playbook based on your selection. This is your activation moment — getting from signup to a working automation as fast as possible.

## Do Members see onboarding?

No. Members are invited to run playbooks, not build them. They skip the builder wizard and see a simplified sidebar focused on **New chat** and **Playbooks**.

## Can I change my workspace settings later?

Yes. Go to **Settings → General** to update your workspace name, theme, chat font, and Builder/Member Mode toggle.

## Related articles

* [Build your first automation with Ask Ballet](/articles/build-your-first-automation-with-ask-ballet-zfkqVlu4cC)
* [What's the difference between Builder and Member mode?](/articles/whats-the-difference-between-builder-and-member-mode-Aqx6fkfMp6)
* [How do I navigate the Studio?](/articles/how-do-i-navigate-the-studio-sidebar-command-palette-SCbb6LqboW)