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

# Set up your workspace

> Choose an outcome, add useful context, and start with either a conversation or a template.

Erdo's first-run setup asks what you want to accomplish. You do not need to
choose or configure agents: Erdo coordinates its internal capabilities for the
work you ask it to do.

## Add the context you have

Erdo can look up your business from its domain and suggest useful data
connections for your goals. Connections are optional during setup. Skip them if
you want to explore first, then add data later from **Data & connections**.

Enterprise workspaces can also invite colleagues during setup. Personal
workspaces can invite people later from team settings.

## Choose how to begin

The final step offers two starting points:

* **Start a conversation** for questions, research, analysis, and one-off pages
  or other outputs.
* **Browse templates** for a guided flow with a defined, repeatable result.

You can move between conversations and templates at any time. Choosing one does
not lock the workspace into that mode.