# Setup

The checklist for setting up a workspace, on its own page in the sidebar.

Setup is where an owner, admin or ops member gets a workspace ready. It sits in the sidebar right under PYLO AI, and only those three roles see it.

## What is on the page

The page opens with the **Set up your workspace** card. It shows how many of the eleven setup steps are done and lists the ones still open, each with an **Open** button that takes you to the screen that completes it and, where PYLO AI can do the step in conversation, an **Ask PYLO to do this** button. When every step is done the card shrinks to a single line.

Under the card is the checklist itself: the brand colour, currency and end of day cutoff you can set right there, and the steps finished on their own screens (your CRM, Calendly, Typeform, programs and team), each with a link to the screen that does it.

## Rather be asked?

The link under the title opens the same steps as a conversation, one question at a time. Both ways save the same settings, so use whichever suits you and come back whenever something changes.