Gen3 Admin Quickstart

Control Panel QuickStart

Start Here

1. Sign in as a Super Admin after your first Control Panel deployment.
2. When QuickStart is active, the Setup guide overlay coach opens automatically—it stays docked while you work on real operator pages (not a standalone stepper wizard).
3. Use the sidebar QuickStart item (shows percent complete until finished) or Open QuickStart on the Dashboard when platform default models are incomplete.
4. Follow each coach step: use Back, Complete Setup Later to pause, or the primary CTA to apply the baseline, navigate to the target page, or advance when probes detect completion.
5. Finish required steps across Models, Users, Email Settings, GT Helper Settings, and Financial Controls before marking QuickStart complete.

Why this matters

QuickStart is the Super Admin onboarding path for a new GT AI OS deployment. It sequences free-tier inference setup (Groq, NVIDIA NIM, optional Ollama), platform default models, pricing, tenant users, SMTP, and GT Helper configuration so tenant workspaces can create datasets, run chat, and use the integrated help shelf without hitting 503 configuration errors.

The overlay coach keeps context on the page you are configuring. Completed steps are skipped automatically when setup probes confirm the work (API keys saved, defaults complete, tenant owner exists, and so on), so you do not repeat steps you already finished.

Details

How the Setup guide coach works

QuickStart is driven by a sequential overlay coach docked on Control Panel operator pages:

Control	Behavior
Primary CTA	Context-sensitive: apply universal baseline, open the step’s workspace (for example Models), advance when probes pass, or confirm manual steps with I've done this — continue
Back	Return to the previous incomplete step in the visible plan
Complete Setup Later	Pause QuickStart; resume from sidebar QuickStart or Continue setup on /dashboard/quickstart
Skip this step	Available only for optional steps (for example paid providers)
Open step-by-step help	Opens the wiki article mapped to the current step
Ask GT Helper	Opens the Control Panel ? help shelf with QuickStart workspace context
See all steps	Opens /dashboard/quickstart overview with full step list and completion percent

The coach is not a modal stepper that replaces the underlying UI. You configure real pages—Models, Users, SMTP, and others—while the coach stays visible (collapse with Hide when you need more screen space).

Sidebar and dashboard reminders

• QuickStart appears in the Control Panel sidebar for Super Admins while setup is incomplete. The label includes completion percent (for example QuickStart (64%)) until QuickStart is finished.
• The Dashboard shows a Platform default models incomplete banner when deployment default models are missing. Use Open QuickStart or Default Models from that banner to resolve blockers before tenants ingest datasets or chat.

Automatic step skipping

The platform runs setup probes in the background. When a probe confirms a step is done, QuickStart treats that step as complete and advances the plan without asking you to click through again. Examples:

Probe signal	Step advanced
Groq API key stored	Groq free-tier API key
NVIDIA NIM API key stored	NVIDIA NIM free-tier API key (when required for your profile)
Free-tier models discovered	Discover free-tier models
Default models saved and valid	Platform default models
Free-tier pricing rows ready	Free-tier model pricing
groq/compound configured	Groq Compound verification
At least one tenant_owner	Tenant users
SMTP configured or explicitly skipped	Email / SMTP
Deployment profile selected	Deployment profile

Manual-confirmation steps (Ollama host setup, Ollama discovery, model pricing review, helper settings) still allow Next once you confirm the work on the target page.

Universal baseline apply

The Apply universal baseline step imports the deployment’s universal free-tier bundle:

• Inference provider catalog entries (Groq, NVIDIA NIM, Ollama structure)
• Zero-dollar model pricing rows
• Platform default model IDs (only empty fields)
• GT Helper settings structure (no secrets)
• SMTP structure (no credentials)

Baseline apply is idempotent and non-destructive toward operator work already in place:

• If you already customized default models, configured provider API keys, set SMTP credentials, or configured local inference providers (Ollama, vLLM, SGLang, llama.cpp with operator-entered LAN endpoints), baseline apply is superseded—the coach skips re-import and you continue with your existing configuration.
• When baseline apply succeeds, the coach records baselineApplied and moves to deployment profile selection.

Optional CLI equivalent before using the UI:

gt-ai-os-admin setup-baseline-apply --namespace <namespace> --yes

Then finish personalization in QuickStart.

Deployment profiles

Choose a profile on the Deployment profile step. The profile adjusts which optional steps appear:

Profile	Emphasis
Self-hosted / LAN	Local Ollama plus Groq free-tier keys; NVIDIA NIM optional
DGX / GPU cloud	NVIDIA NIM and Groq; Ollama when a reachable LAN host is available
Hosted (no local GPU)	Groq and NVIDIA NIM free-tier keys; Ollama steps hidden when no LAN host applies

Step overview and target pages

Step	Primary workspace	Wiki / related
Welcome	QuickStart overview	Getting Started
Apply universal baseline	QuickStart	Models
Deployment profile	QuickStart	Models
Groq free-tier API key	Models → Inference Providers	Models
NVIDIA NIM free-tier API key	Models → Inference Providers	Models
Ollama host setup	Models	Ollama host setup
Ollama discovery	Models → Inference Providers	Ollama host setup
Discover free-tier models	Models → Configured Models	Models
Platform default models	Models → Default Models	Models
Free-tier model pricing	Financial Controls → pricing	Model pricing
Groq Compound verification	Models	Models
Tenant users	Users	Users
Email / SMTP	Email Settings	Email Settings
GT Helper settings	GT Helper Settings	GT Helper Settings
Paid providers (optional)	Models	Models
Complete	Dashboard	Dashboard

Completion and tenant readiness

QuickStart is complete when all required steps for your deployment profile are satisfied and you confirm the Complete step. Until then:

• Tenant dataset creation may fail without default embedding and vision models.
• Ask GT Helper may return 503 until a valid default helper LLM is configured.
• The dashboard default-models banner remains visible for Super Admins.

After completion, use Financial Controls, Updates, and Getting Started for ongoing operations.

Related pages

• Getting Started
• Models
• Ollama host setup
• Users
• Email Settings
• GT Helper Settings
• Financial Controls — Model pricing
• GT Helper