Onboarding
Set up your workspace, tell Hamster Studio about your role and team, and invite your colleagues — all in one guided wizard.
Overview
The first time you sign in to Hamster Studio, an onboarding wizard opens automatically. It walks you through a short sequence of steps to configure your account and workspace so the AI assistant has the context it needs to be useful from day one. Steps that are already complete based on your account state are skipped automatically. You can return to the wizard any time from the account menu if you want to update your setup.
How It Works
The wizard presents each step in order. You can move forward, go back, and skip optional steps. Your progress is saved as you go, so if you close the browser mid-way through, the wizard will resume from where you left off when you return.
Step 1 — Create Account
When you see this step: You signed up via a team invitation and have not yet set a display name or password.
Enter your full name and choose a password for your account. This step is skipped automatically if you already have a name and password on your account.
Step 2 — Add Your Role
Select one or more roles that best describe your position — for example, Product Manager, Designer, or Engineer. Hamster Studio uses this information to tailor suggestions and framing throughout the product. You must select at least one role to proceed to the next step.
Step 3 — Name Your Workspace
When you see this step: Your workspace does not yet have a name.
Give your team workspace a name. This is the name your teammates will see. When you save it, the workspace URL updates to reflect the new name. If your workspace was already named (for example, because you were invited into an existing team), this step is skipped automatically.
Step 4 — Personalize Your Workspace
Add context that helps the AI assistant understand your team, product, and company. You can:
- Enter your company website URL — Studio reads your public website to learn about your product and organization.
- Upload documents — Add strategy documents, product specs, pitch decks, or roadmaps to give the assistant relevant background information.
Both fields are optional. You can skip this step entirely and add context later from Context Settings. If you do provide a website or documents here, they are processed in the background after you complete the wizard.
Step 5 — Invite Teammates
Enter up to five email addresses to send workspace invitations to your colleagues. Invitations go out immediately when you proceed to the next step. You can skip this step and invite people later from the Members page.
Step 6 — Here to Help
A brief summary of what Hamster Studio can do for you. This is the final step. Select Get Started to close the wizard and enter your workspace.
After Onboarding
Once the wizard is complete, you land in your workspace with the sidebar navigation and conversation view ready to use. If you provided a company website or uploaded documents during setup, they are indexed in the background — allow a few minutes before expecting the AI assistant to reference them.
Returning to the Wizard
If you want to update your role, workspace name, or context at any time, open the account selector at the top of the sidebar and look for the Setup Account option. The wizard reopens with your current information pre-filled so you can update what you need.
Key Capabilities
- Adaptive steps: Any step that is already complete based on your account state is skipped automatically — the wizard only shows you what is still needed.
- Progress persistence: Your answers and current position are saved across browser sessions so you can resume at any point.
- Background context processing: Company website and uploaded documents are processed in the background so you can continue setting up without waiting.
- Team invitations from onboarding: Send up to five email invitations to colleagues without leaving the wizard.
Tips
- You do not need to complete every step before you can start using Studio. Optional steps can be skipped and revisited later from account settings.
- Documents you upload during onboarding are processed asynchronously. Allow a few minutes before expecting the AI assistant to reference the content.
- Invitations sent during onboarding are set to the member role by default. You can change a team member's role at any time from the Members page.
- If your workspace name changes during onboarding, the URL in your browser updates to reflect the new slug. Bookmark the updated URL.