onboarding
Onboarding checklist and activation score
How the four-step checklist, progress API, and activation threshold work.
The onboarding checklist is a fixed four-step path designed to deliver first value quickly.
Checklist steps
- Connect site — link WordPress credentials.
- Run crawl — execute the first SEO audit.
- Generate draft — produce an AI-assisted article.
- Setup billing — unlock higher generation budgets.
Each step contributes 25 points toward a 100-point activation score. Workspaces reach **activated** status at 70 points or higher.
API endpoints
GET /onboarding/checklist— canonical step definitions.GET /onboarding/progress?workspace_id={id}— workspace progress and metrics.POST /onboarding/step— record a completed step (Editor+).
The dashboard wizard and Next-Best-Action strip consume the same progress payload.
Tips
Use the guided product tour from the overview section if you prefer a spotlight walkthrough instead of the checklist alone.