Quick-Start Wizard — 4-step onboarding with provider validation and security presets

2026-03-23

dashboardonboarding

What We Built

Rewrote the 3-step onboarding overlay into a 4-step quick-start wizard: (1) use-case selection (chatbot/agent/cost/security), (2) inline provider key validation with real-time API checks, (3) use-case-driven security preset recommendations, (4) API key creation with code snippets and first-call execution. Goal: signup to first real completion in under 3 minutes.

Lockstep Checklist

  • [x] API: 4 endpoints (onboarding status R/W, metrics, provider validate)
  • [x] SDK-TS: N/A (dashboard-only /auth/ endpoints)
  • [x] SDK-PY: N/A
  • [x] Tests: 5 tests (state CRUD, metrics, partial updates)
  • [x] Dashboard: Full onboarding rewrite + new API functions
  • [x] Docs: Ship log