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Onboarding

Use Case Wizard

Ask a few goal or role questions, then set persona, templates, tools, or defaults before the first message. Wizards beat a blank box when people do not know which starter fits.

Interactive demo

Step 1 of 3

What do you want to do first?

Overview

How might we configure a useful first-run experience from a few goal and role questions instead of a blank composer?

When to use

  • Lovable, Manus, and app builders where answers pick templates, stack, or starter project shape.
  • ChatGPT custom GPT and multi-mode assistants where role and goal change defaults and examples.
  • Enterprise or team products where setup selects connectors, memory, or workspace presets.
  • Onboarding where wizard answers must actually change prompts, templates, or feature visibility.

When to skip

  • Power users returning to a familiar tool who want skip-to-app immediately.
  • Products with one obvious use case where a wizard invents fake choices.
  • When answers cannot actually change configuration and the wizard is theater.

States

Design the question flow and what it changes, not only a decorative welcome screen.

  1. 01

    Welcome

    First run opens a short wizard. Headline states why questions appear and how long they take.

  2. 02

    Answering

    One question at a time: primary goal, audience or team size, experience level. Progress stays visible.

  3. 03

    Reviewing

    A summary shows chosen answers before apply. Back navigation fixes mistakes without restarting.

  4. 04

    Configured

    Answers map to real changes: templates, starters, connectors, or feature presets land in the product.

  5. 05

    Skipped

    Skip bypasses the wizard. Defaults stay neutral; the person can reopen setup later.

  6. 06

    First success

    A tailored starter prompt, workspace, or first task opens so the first win matches stated goals.

Key UX elements

The parts that must be present for a wizard to earn its questions.

Questions

Ask three to four high-signal questions.

Goal, role, and familiarity beat long surveys. Each answer should map to a concrete configuration change.

Progress

Show step count and time to finish.

Step 2 of 3 and a short ETA reduce abandonment. People should know the wizard is almost done.

Skip

Offer skip without penalty.

A clear Skip control must be visible on step one. Never trap new users in a mandatory survey.

Apply

Connect answers to real defaults.

Summarize choices, then apply templates, connectors, or presets. If nothing changes, the wizard is theater.

Starter

Drop into a first task that matches answers.

Pre-filled prompt, sample file, or workspace title should reflect what they said they came to do.

Revisit

Let people change setup later.

Store wizard output in settings so role or goal shifts do not require a new account.

Rules

  • Long multi-page surveys before any AI interaction.

  • No Skip escape on step one.

  • Collecting data that is never applied to prompts, templates, or defaults.

  • Locking the user into a persona they cannot change later in settings.

Evidence

ProductImplementation
ChatGPTCustom GPT and onboarding flows that ask how people want to use the product.
Notion AI / productivity suitesSetup wizards that pick templates from team or role goals.
Lovable / app buildersRole and project questions that frame the first generated app.
Manus / agent productsRole pickers and use-case choosers during first-run onboarding.

Real-world examples

See all

FAQ

What is a use case wizard in AI onboarding?

A use case wizard asks short goal or role questions, then configures templates, defaults, or connectors so the user’s first AI success matches their job instead of starting from a blank prompt.

How long should an AI onboarding wizard be?

Keep it to a few high-leverage questions you will actually apply. Offer Skip. Time-to-first-success beats exhaustive profiling.

How does a wizard differ from empty-state prompt starters?

Prompt starters suggest things to type once. A wizard changes account or session configuration (persona, templates, connected tools) before the first message.