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Choose the quickstart path that matches your role. Each path walks you through the essential first steps.

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For team members

1

Sign up or accept an invitation

Create an account at the sign-up page, or click the invitation link your admin sent you. Verify your email to activate your account.
2

Navigate to your project

After signing in, you’ll land on the dashboard. Select your workspace from the sidebar, then open your first project.
3

Explore the Discovery Journey

Each project has a 5-step Discovery Journey diagram on the Overview tab. This shows your progress from defining personas through conducting interviews to generating insights.
4

Record your first interview

Go to the Interviews tab and click Add Interview. Select a persona and hypothesis, then enter your interview evidence — what you heard directly from a customer.

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For workspace admins

1

Create a workspace

After signing in, click Create Workspace in the sidebar. Give it a name — the URL slug is generated automatically.
2

Create your first project

Inside the workspace, click New Project. Write a clear problem statement describing the market need you’re investigating. The AI quality checker will help you refine it.
3

Add personas and hypotheses

On the project’s Personas tab, define who you’re researching (e.g., “SaaS Product Manager”). Then add hypotheses on each persona — testable assumptions you want to validate through interviews.
4

Invite your team

Go to Settings and invite team members by email. Assign roles:
  • Owner — Full control including workspace deletion
  • Admin — Manage members and workspace settings
  • Member — View and contribute to projects

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For developers

1

Understand the authentication model

Founder Sherpa uses Supabase Auth with JWT tokens. Read the Authentication guide for details on obtaining and refreshing tokens.
2

Explore the API

Check the API Endpoints documentation for available endpoints, request formats, and response schemas.
3

Set up your environment

You’ll need your project’s API URL and an apikey header for all requests. Include a Bearer token in the Authorization header for authenticated endpoints.

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Next steps

Workspaces & Teams

Learn about workspace management and team collaboration.

The Discovery Journey

Understand the 5-step customer discovery process.

AI Features

Explore AI-powered quality checks, transcript parsing, and insights.

API Reference

Start building integrations with the API.