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Each organization carries a server-side onboarding checklist (the “getting started” coach in the dashboard). Steps complete automatically as the org performs the underlying action — creating and talking to an agent, adding billing, getting a phone number, and taking a first call. The API exposes the state read-only, plus dismiss/undismiss controls and one explicit skip.

Endpoints

Onboarding object

All four endpoints return the same object (the POSTs return the updated state):
dismissed hides the checklist in the dashboard without changing step state; undismiss re-shows it. Steps never un-complete.

Skip the agent-talk step

POST /v1/onboarding/agent-talk/skip marks the agent step complete even though no mic call happened — used when the builder tour’s optional “Talk to your agent” step is skipped. The org must actually have an agent for the step to complete.

Agents

Step 1: create an agent.

Billing

Step 2: add funds.

Phone Numbers

Step 3: get a number.

Mic Sessions

Talk to your agent from the browser.