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Onboarding Overview

TraseAI supports multiple onboarding paths depending on where the Gateway runs and how you prefer to configure providers.

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Choose your onboarding path

  • CLI wizard for macOS, Linux, and Windows (via WSL2).

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CLI onboarding wizard

Run the wizard in a terminal: 
traseai onboard
Use the CLI wizard when you want full control of the Gateway, workspace, channels, and skills. Docs:

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Custom Provider

If you need an endpoint that is not listed, including hosted providers that expose standard OpenAI or Anthropic APIs, choose Custom Provider in the CLI wizard. You will be asked to:
  • Pick OpenAI-compatible, Anthropic-compatible, or Unknown (auto-detect).
  • Enter a base URL and API key (if required by the provider).
  • Provide a model ID and optional alias.
  • Choose an Endpoint ID so multiple custom endpoints can coexist.
For detailed steps, follow the CLI onboarding docs above.