> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sandbox Onboarding & Guided Paths

> Your first run creates a seeded sandbox and offers guided paths you can choose from. Then you go live into a real workspace whenever you're ready.

<Info>New to Custral? Everything below happens automatically on your first sign-in. There's nothing to set up.</Info>

## What happens on your first run

Custral doesn't drop you into an empty screen. Your first visit plays a short,
cinematic **onboarding ceremony** and lands you in a fully-seeded **sandbox**,
a safe copy of a real workspace, pre-loaded with sample records and
conversations, so you can explore before committing anything.

The ceremony has four beats:

1. **Hi \<name>**, a personalized welcome.
2. **Pick a setup**. Choose the starting point that matches your team (Sales
   CRM, Support Desk, and so on). Each seeds different objects and sample data.
3. **Building**. Custral creates your sandbox and seeds it.
4. **Welcome to Custral**. A brief reveal, then you're in.

<Tip>Want to run it again with a different setup? Visit `/onboarding?ceremony=1`
in your workspace, it spins up a fresh guided sandbox each time. Delete the
extras from **Workspace → Sandboxes**.</Tip>

## Your first stop: the interface tour

The very first time you enter any workspace, Custral runs a short **Take a tour
of the interface** walkthrough. Just once. You click through the sidebar's tabs
(**Home**, **Assistant**, **Conversations**, **Tasks**, **Search**) and each one
expands to explain the panel it opens (Home covers your **Modules** and
**Pages**). It finishes on the **logo** (your home button), the **workspace
switcher** and the **account menu**, which are two different things (one switches
organizations, the other is your personal profile, settings and log out), and
the **dock**. While the tour is up, only the tour is clickable; you can **Exit**
it any time from the coach card, and replay it later from the **Get started**
board.

## Guided Paths

Below the tour, the home screen shows a **Get started** board, a set of
**guided paths** you choose from. You pick the one that matches what you're here
to do, and it walks you through the real thing.

* **Pick a path.** Each card is a goal, *Build your pipeline*, *Set up your
  inbox*, *Let AI build a dashboard*, *Automate with workflows*, *Run a sequence*,
  *Organize with collections*, *Create pages & views*, *Set permissions*, and so
  on. Two show by default; **Show more** reveals the rest.
* Paths **spotlight** a real control and dim everything else (the highlighted
  control stays clickable), and **advance on your action**, not a timer. Some
  jump to the right screen first, then point at the button.
* The paths shown are **tailored to your setup and your role**: you only see paths
  your workspace can do (a support sandbox offers the chat path, a sales sandbox
  the inbox path) *and* that your access allows, *Set permissions* only shows for
  admins, and the workflow/sequence/collection/pages paths only for people who can create
  content.
* Finished paths show a **Done** check; you can **replay** any of them (including
  the interface tour).
* You can **Dismiss** the board anytime. Reopen it from the account menu's
  **Guided tours**, or the command palette (⌘K → **Getting started**).

## Going live

The sandbox is a test environment, the amber banner at the top says so. When
you're happy with your setup, click **Go live →** in that banner.

Going live creates a **brand-new real workspace** from your sandbox's setup:
your objects, properties, and views all carry over, while the **sample data
stays behind** in the sandbox (it's for testing, so it's never brought across).
A short "Setting up your workspace" ceremony runs, then drops you into your new
live workspace. Your sandbox stays intact. You can keep using it or delete it
later.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The Get started board isn't on my home screen">
    Nothing auto-launches. The board just sits at the top of home. If you
    **Dismissed** it, reopen it from the account menu → **Guided tours**, or the
    command palette (⌘K → **Getting started**). Dismissing only hides the board;
    it never deletes your progress.
  </Accordion>

  <Accordion title="I'm only seeing a few paths">
    The paths are composed from your workspace's **capabilities**, which come
    from the setup you picked. A setup with no email channel hides the inbox
    path, and so on. That's expected. If you expected an email / chat / reports
    path, pick a setup that includes it (or seed a new sandbox from a different
    template). Use **Show more** to reveal the paths hidden behind the first two.
  </Accordion>

  <Accordion title="A spotlight is pointing at nothing / the coach is centered">
    If a step's target isn't on the current screen, the coach recenters instead
    of pointing at a missing control, just click **Skip** to move on. A step
    never blocks you.
  </Accordion>

  <Accordion title="'Go live' failed or seems stuck">
    Going live provisions a whole workspace, which can take up to a minute, the
    ceremony's progress bar keeps moving while it runs. If it errors, nothing is
    lost: your sandbox is untouched, and you can click **Go live →** again. If it
    keeps failing, contact [Support](mailto:hello@custral.com) with the error id
    from the toast.
  </Accordion>

  <Accordion title="I ended up with extra sandboxes / workspaces">
    Each go-live creates a new real workspace, and each `/onboarding?ceremony=1`
    run creates a new sandbox. That's by design. Remove any you don't want from
    **Workspace → Sandboxes** (sandboxes) or the workspace switcher (real orgs).
  </Accordion>
</AccordionGroup>

## Related

* [Sandboxes](/start/sandboxes/overview): how sandboxes work, and managing them.
* [Workspace settings](/start/onboarding/workspace): configure your real
  workspace after you go live.


## Related topics

- [Change Log](/product/updates.md)
- [Sandboxes](/start/sandboxes/overview.md)
- [Data Migration](/start/onboarding/migration.md)
- [Automations](/automation/overview.md)
- [Learn the Product](/start/onboarding/learn.md)