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. If you were invited, your email is pre-filled and your account is verified automatically — no separate verification email needed.
2
Navigate to your project
After signing in, you’ll land on the dashboard. Select your organization 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.
For organization admins
1
Create an organization
After signing in, click Create Organization in the sidebar. Give it a name — the URL slug is generated automatically.
2
Create your first project
Inside the organization, 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 organization deletion
- Admin — Manage members and organization settings
- Member — View and contribute to projects
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.Next steps
Organizations & Teams
Learn about organization 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.