Welcome to StrikeUp

For: The administrator who signed the company upRequires: The Admin role, in a company created through sign-up whose setup is not finishedScreenshots show sample data

The setup wizard takes a new StrikeUp company from an empty account to a working assistant connected to your API. It opens by itself over the Dashboard straight after sign-up, under the title Welcome to StrikeUp, and stays there until you finish it: there is no close button. In a few steps you point StrikeUp at your API specification, tell it how to authenticate, let it generate one tool per endpoint, review masking rules for sensitive fields and choose which tools the assistant may call. Your progress is saved after every step, so you can leave and come back.

What you can do here

Connect your API from its specification. Paste the address of your Swagger/OpenAPI or Readme.com specification; StrikeUp checks it and creates your first toolkit. Connect your API specification · Toolkits.
Tell StrikeUp how to sign in to your API. Choose the authorization your API expects, from none to OAuth. This step also creates your first chat widget. Choose how StrikeUp authenticates.
Let StrikeUp generate the tools. One tool per endpoint, written with AI, with live progress. Follow the generation.
Protect sensitive fields. If StrikeUp finds fields such as card codes or IBANs, it suggests masking rules you can activate in one go. Review the suggested masking rules · Data masking.
Choose what the assistant may do. Tick the endpoints the assistant may call; everything else stays switched off. Choose the tools.
Finish and go to the Dashboard. The last screen lists what to do next. Finish the setup.

The screen at a glance

Region	What it shows	What you do there
Left column, top	The step counter, the step’s title and a one-line description	See where you are
Left column, middle	What is this step about? with a short video for the step (from the second step on)	Watch an explanation if you want one
Left column, bottom	Core Checkpoints: Create API Toolkit, Configure Authentication and Select Tools, each ticked green when done	Check what is left
Right side	The current step’s form or progress	Do the step
Bottom right	The buttons that move you on, such as Get Started →	Continue

The dimmed Dashboard behind the wizard cannot be used until the wizard is finished.

Start the wizard

Sign up, and the wizard opens on Welcome! with Let's configure your first API agent and an overview video. Select Get Started → to begin.

The counter in the left column reads “Step 1 of 8” here and counts up as you go. It does not always count in order: when masking rules are suggested, that step shows “Step 8 of 8” and the following tool selection shows “Step 6 of 8”. Not every step appears for everyone, so you do not necessarily see eight steps.

Connect your API specification

Under Documentation Type, keep Swagger/OpenAPI or choose Readme.com.
Paste the address of your specification into API Specification URL, for example https://api.example.com/accounts/v1/openapi.json. The address of a documentation page also works: StrikeUp looks for the specification behind it.
Select Validate. StrikeUp reads the specification and shows Specification Valid with the number of endpoints, the toolkit name and its description. If it found the specification behind a documentation page, it replaces the address and shows We detected this specification URL from the documentation page you entered.
Check Company Website. If you gave a website at sign-up, it is filled in; otherwise StrikeUp suggests one from the API address, without www. or api.. Correct it to your public website if needed.
Select Next →.

The wizard at "Step 2 of 8", "API Specification", after the specification was validated. "Documentation Type" is set to "Swagger/OpenAPI", "API Specification URL" contains "https://api.example.com/accounts/v1/openapi.json" and "Company Website" contains "https://www.example.com". A green panel reads "✓ Specification Valid", "Your API specification has been successfully validated" and "20 endpoints", with "Toolkit Name" "Demo Accounts API" and its description. At the bottom, "← Back" sits left and the highlighted blue "Next →" right; "Next →" creates the toolkit and starts generating its tools in the background. — Paste your OpenAPI or Swagger URL, select Validate, check the detected toolkit, then continue with Next →.

StrikeUp saves your website, creates the toolkit and starts generating its tools in the background while you continue. Example: for https://api.example.com/accounts/v1/openapi.json, StrikeUp suggests the website https://example.com, reports “20 endpoints” and names the toolkit “Demo Accounts API” after the specification’s title.

Only an address is accepted; you cannot upload a file or paste the specification’s text. If you change the address or the type after validating, validate again before continuing.

Choose how StrikeUp authenticates

The step Configure Authorization sets how StrikeUp signs in to your API when the assistant calls it.

The wizard at "Step 3 of 8", "Configure Authorization", with the subtitle "Set up API authentication". In the main area, "Authorization Type" is a drop-down set to "None - No Authorization Required" with the note "No authorization required for this toolkit"; the other choices cover custom tokens, basic authentication, OAuth and a custom token endpoint. The left column shows the help video area (empty in this screenshot) and the three Core Checkpoints. At the bottom, "Back" sits left and the highlighted blue "Next" right; "Next" saves the authorization and creates your first chat widget. — Choose how StrikeUp authenticates against your API; Next saves it and creates your first chat widget.

Choose the authorization type your API expects: no authorization, a custom token, basic authentication with a user name and password, OAuth, or a custom token endpoint.
Fill in what the chosen type asks for. Headers that are the same for everyone go under static headers; headers each of your users provides go under dynamic headers.
Select Next.

StrikeUp saves the authorization on the toolkit and creates your first chat widget, named after the toolkit with “Copilot” added, for example “Demo Accounts API Copilot”. A notification may show technical text such as app.onboarding.step2.success instead of a sentence; it means the step was saved. You can change the authorization later on the Toolkits page.

Follow the generation

The step Generating Toolkit shows the toolkit being built: Overall Progress, the schema models processed and the tools generated, with a status message. StrikeUp writes one tool per endpoint with AI, so a large specification takes longer. You do not need to do anything; the wizard moves on by itself at 100 %.

When generation completes, StrikeUp also starts generating a guardrails policy for your business from your website and the new tools, in the background. Then the wizard shows the masking step if there are suggestions, or goes straight to tool selection.

When generation fails

If the live progress connection drops, the wizard shows Connection Interrupted and reconnects by itself, every 5 seconds, up to five times. The generation keeps running on the StrikeUp side meanwhile.

The wizard at "Step 5 of 8", "Error Handling", shown when the live progress of toolkit generation cannot be followed. Under a yellow warning sign the title reads "Generation Error" and "We encountered an issue during toolkit generation". A yellow box "Unable to Reconnect Automatically" lists possible causes such as "Network connectivity issues" and "Invalid API specification"; a grey "Need Help?" box lists checks. At the bottom are the blue "Try Reconnecting Now" button and, highlighted below it, "Start Over", which returns to the API Specification step. — If progress cannot be followed, try reconnecting first; Start Over goes back to the API Specification step.

If it cannot reconnect, or generation itself fails, the step Error Handling shows the reason. Try Reconnecting Now tries once more; Start Over takes you back to API Specification, where you can fix or replace the address.

Review the suggested masking rules

While generating, StrikeUp looks at the field names in your API for personal data and secrets. If it finds any, the step Review Masking Rules lists a masking rule for each, all ticked, with the field and a Masked preview such as *** for a card security code.

Untick the rules you do not want, then select Activate Selected ({{count}}). Those rules start masking the fields in your API’s responses before the AI sees them.
Or select Skip All to decline them all.

Declined suggestions are not lost: you can bring them back later on the Suggestions page and manage all rules under SecurityData masking. If StrikeUp finds nothing sensitive, this step does not appear.

Choose the tools

The step Select Tools lists every tool generated from your API, none of them ticked. The assistant can only call tools that are switched on.

The wizard at "Step 6 of 8", "Select Tools", with the subtitle "Choose which API endpoints to enable". Under a video area (empty in this screenshot) are the search field "Search tools by name, path, or method..." and the buttons "Select All GET", "Select All" and "Deselect All". After "Select All GET" the read-only tools are ticked, starting with "GET /account Get account" marked "Low Risk", and the counter shows "9 selected". Core Checkpoints show "Create API Toolkit" and "Configure Authentication" as done. The highlighted "Activate & Continue →" button turns the ticked tools on and finishes setup. — Tick the endpoints the assistant may call (Select All GET is a safe start), then select Activate & Continue →.

Tick the tools the assistant may use. Select All GET ticks every read-only endpoint, a safe start. Use the search field to find a tool by name, path or method.
Check the risk badge on each tool before ticking anything that changes data.
Select Activate & Continue →. The button is available once at least one tool is ticked.

StrikeUp switches the ticked tools on and marks the setup as finished. Tools are listed GET first, then POST, PUT, PATCH and DELETE, each group by name. Example: with 20 tools, Select All GET ticks the 9 GET endpoints, such as “GET /account”, and leaves every endpoint that creates, changes or deletes data off. You can switch tools on and off at any time later on the Toolkits page.

Finish the setup

The last screen, All Set! 🎉, confirms your workspace is ready and lists What's Next?: embedding the widget, watching conversations on the Dashboard, and adding toolkits for other APIs.

The last wizard screen, "Step 7 of 8", "All Set! 🎉", with "Your AI-powered workspace is ready to go". A blue "What's Next?" box lists "Embed widget on your website or share link with users", "Monitor conversations and tool usage in dashboard" and "Create additional toolkits for other APIs". Under "Quick Actions" are the cards "Demo Accounts API – View toolkit details & tools" and "Customize Widget – Appearance, behavior & embedding". All three Core Checkpoints are green. The highlighted blue "Finish Setup & Go to Dashboard" button at the bottom closes the wizard for good and reloads the dashboard. — Finish Setup & Go to Dashboard closes the wizard for good; it cannot be reopened later.

Select Finish Setup & Go to Dashboard. The wizard closes for good and the Dashboard reloads. The two cards under Quick Actions also close the wizard: View toolkit details & tools opens ConfigureToolkits with your new toolkit selected, while Customize Widget still opens the Dashboard rather than the widget. Continue with From sign-up to an assistant in your product to set up the assistant’s persona, the widget’s look, guardrails and the embed code.

Come back to an unfinished setup

Control	What it does
Search tools by name, path, or method...	Filters the list by name, path or method
Select All GET	Ticks every GET endpoint
Select All	Ticks every tool in the list
Deselect All	Unticks everything
The tick box on a tool	Ticks or unticks that one tool
The risk badge	Shows the tool’s risk level, such as Low Risk
Activate & Continue →	Switches the ticked tools on and finishes the setup

Why

Starting with read-only tools lets you see the assistant at work before it can change anything in your system.

Finish Setup & Go to Dashboard and the quick actions

Where

Step All Set! 🎉: the cards under Quick Actions and the button Finish Setup & Go to Dashboard at the bottom.

What

The button closes the wizard and reloads the Dashboard, with the notification Welcome to StrikeUp!. View toolkit details & tools also leaves the wizard and opens your new toolkit on ConfigureToolkits; Customize Widget leaves it but lands on the Dashboard.

Why

The setup is already saved at this point; the last screen only points you to what comes next.

Who sees what

Part	Who sees it
The wizard	Everyone who signs in to a company created through sign-up whose setup is not finished
Finishing the wizard	Admins only; for Users and Guests, every step that saves something is refused with “This action requires the Admin role.”
The masking step	Only when StrikeUp found sensitive fields in your API
The wizard at all	Nobody in a company whose setup is finished, or in which anyone has accepted an invitation

What you need to know

Topic	Fact
Cannot be closed	No close button; the wizard covers the app until you finish it.
Cannot be reopened	Once finished, there is no menu entry to run it again. Use Toolkits, User Interface and Embed instead.
Progress	Saved after every step; reopening resumes.
Accepted invitations	When anyone accepts an invitation to your company, the wizard counts as finished for everyone. Finish it before inviting teammates.
Specification	An address only, Swagger/OpenAPI or Readme.com; no file upload.
Tools	All generated tools start switched off; at least one must be ticked.
First widget	Created automatically, named after the toolkit plus “Copilot”.
Cost	Tool generation and masking suggestions use AI. The cost appears on the AI Spend page.
Menu after finishing	Knowledge Base and Integrations may be missing until you sign out and in again.

Frequently asked questions

General

Can I close or skip the setup wizard?

No. The wizard has no close button and covers the admin app until you finish it, by ticking at least one tool and selecting Activate & Continue →. If you need to stop, close the browser tab: your progress is saved, and the wizard continues the next time you sign in.

I closed the tab half-way. Is my progress lost?

No. StrikeUp saves each step on its side. The next time you sign in, the wizard opens again and continues: at the generation progress if the toolkit is still being built, at tool selection if no tool is on yet, or at the first piece that is still missing.

Can I run the setup wizard again later?

No. Once finished, the wizard cannot be reopened; there is no menu entry for it. To add another API, use ConfigureToolkits; for the widget’s look use ConfigureUser Interface, and for the embed code ConfigureEmbed.

The wizard disappeared before I finished it. Why?

Someone accepted an invitation to your company. Accepting any invitation marks the company’s setup as finished for everyone, and the wizard does not come back. Continue the setup manually: switch tools on under ConfigureToolkits and follow the quick-start guide.

The specification

Which specification formats does the wizard accept?

An address of a Swagger/OpenAPI specification, in JSON or YAML, or a Readme.com API address. You cannot upload a file or paste the specification’s text. The address must be reachable from the internet, because StrikeUp downloads the specification itself.

I pasted our documentation page instead of the specification. Does that work?

Often, yes. When you select Validate, StrikeUp looks for the specification behind a documentation page and, if it finds it, replaces the address and shows We detected this specification URL from the documentation page you entered. If it cannot find one, paste the address of the .json or .yaml file directly.

Why does the wizard insist on a company website?

StrikeUp generates your guardrails policy from your public website and your new tools, so the assistant understands what your business does and lets ordinary questions through. The field is pre-filled from sign-up or from your API address, and you can correct it before continuing.

At the authorization step, StrikeUp creates your first chat widget, named after the toolkit with “Copilot” added, and connects it to the toolkit. You style it under ConfigureUser Interface and get its embed code under ConfigureEmbed.

Why did I see a masking rules step, when a colleague did not?

The step appears only when StrikeUp found fields that look like personal data or secrets in your API, such as card codes, IBANs or email addresses. If none were found, the wizard goes straight from the generation progress to tool selection.

Do I have to choose tools now, and can I change them later?

You must tick at least one tool to finish the wizard; Select All GET is a safe start. Later you can switch any tool on or off at any time under ConfigureToolkits.

Why does the counter show “Step 8 of 8” and then “Step 6 of 8”?

The counter follows the wizard’s internal order, in which the masking step comes last, although it is shown before tool selection. Nothing is skipped or repeated; continue with the step on screen.

After the wizard

Where do the quick-action cards on the last screen lead?

View toolkit details & tools closes the wizard and opens your new toolkit on ConfigureToolkits. Customize Widget closes it too but opens the Dashboard; open your widget under ConfigureUser Interface.

Right after sign-up and the wizard, the admin app does not yet show menu entries that depend on your company’s features, such as Knowledge Base and Integrations. Sign out and sign in again, and they appear; they also appear by themselves within about an hour.

Does the wizard cost anything?

Writing the tools, field descriptions and masking suggestions calls AI models, and so does writing the guardrails policy. You find the cost of your toolkit generation on the AI Spend page of the Dashboard. The time it takes depends on the size of your specification.

Troubleshooting

Symptom	What to check
Validation failed	The address is reachable from the internet, points to a JSON or YAML specification, and the right Documentation Type is chosen.
Please validate your API specification first	You changed the address or did not validate. Select Validate again.
Company website is required to continue	Enter your public website, starting with `https://`.
A notification shows `app.onboarding.errors.createServerFailed`	The toolkit could not be created. Check that you are an Admin; if too many requests were sent, wait a minute, then select Next → again.
Unable to Reconnect Automatically	Select Try Reconnecting Now. If it fails again, select Start Over and validate the address once more.
The progress stays still for a long time	Large specifications take longer. Leave the tab open; if the connection drops, the wizard reconnects by itself.
Activate & Continue → cannot be selected	Tick at least one tool.
Knowledge Base and Integrations are missing after finishing	Sign out and sign in again.