> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coval.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Guided Onboarding

> Run /onboard to set up a complete AI evaluation interactively, from connecting your agent to viewing results.

The `/onboard` skill guides you through setting up your first Coval evaluation step by step. Your AI coding agent asks questions about your use case, then creates all the resources and launches the evaluation using the Coval CLI.

## Quick Start

```bash theme={null}
# 1. Install Coval skills
npx skills add coval-ai/coval-external-skills

# 2. Open your AI coding agent (Claude Code, Cursor, etc.)

# 3. Run the onboarding skill
/onboard
```

The skill handles everything from there — including installing the CLI and authenticating if you haven't already.

## What Gets Created

The onboarding flow creates a complete evaluation setup:

| Resource           | What It Is                                                             |
| ------------------ | ---------------------------------------------------------------------- |
| **Agent**          | Your AI agent connected to Coval (voice, chat, SMS, or WebSocket)      |
| **Persona**        | A simulated caller with voice, language, and behavior settings         |
| **Test Set**       | 3 test cases: happy path, edge case, and compliance scenario           |
| **Metrics**        | Use-case-specific metrics plus built-in audio and conversation metrics |
| **Run Template**   | Reusable configuration bundling everything above                       |
| **Evaluation Run** | Your first evaluation, launched and monitored                          |

## The Flow

The skill walks through 6 phases:

<Steps>
  <Step title="Setup">
    Checks if the Coval CLI is installed and you're authenticated. Guides installation if needed. Detects any existing resources so you don't duplicate work.
  </Step>

  <Step title="Connect Agent">
    Asks your agent type (voice, chat, SMS, WebSocket) and connection details (phone number or endpoint URL).
  </Step>

  <Step title="Discover Use Case">
    Asks what your agent does (customer support, insurance, healthcare, sales, etc.) and what language it speaks. Creates a persona tailored to your vertical.
  </Step>

  <Step title="Build Test Cases">
    Generates 3 test cases based on your use case — a happy path, an edge case, and a compliance scenario. Each includes expected behaviors your agent should follow.
  </Step>

  <Step title="Select Metrics">
    Recommends metrics based on your use case and agent type. Includes custom LLM judge metrics, audio quality metrics (for voice), and built-in metrics like latency and sentiment.
  </Step>

  <Step title="Launch and Review">
    Bundles everything into a reusable template, launches the evaluation, watches progress, and presents results with scores per test case.
  </Step>
</Steps>

## Supported Verticals

The skill includes templates for these use cases, with pre-built personas, test cases, and metrics for each:

| Vertical             | Persona | Custom Metric         |
| -------------------- | ------- | --------------------- |
| Customer Support     | Jordan  | Issue Resolution      |
| Scheduling & Booking | Taylor  | Booking Accuracy      |
| Sales                | Morgan  | Sales Accuracy        |
| Insurance Claims     | Sarah   | Identity Verification |
| Healthcare Intake    | Michael | HIPAA Compliance      |
| Restaurant Orders    | Alex    | Order Accuracy        |
| Debt Collection      | Chris   | Regulatory Compliance |
| IT Helpdesk          | Pat     | Ticket Resolution     |

If your use case doesn't match a vertical, the skill uses a general-purpose template and adapts based on your description.

## After Onboarding

Once your first evaluation completes, you can:

* **Add more test cases**: `coval test-cases create --test-set-id {id} --input "..."`
* **Schedule recurring runs**: `coval scheduled-runs create --template-id {id} --schedule "cron(0 9 * * MON)"`
* **Listen to recordings**: `coval simulations audio {sim_id} -o recording.wav`
* **Iterate on metrics**: Adjust prompts based on what you learned from results
* **View in dashboard**: Visit `app.coval.dev` to see full results with transcripts

## Requirements

* An AI coding agent that supports skills (Claude Code, Cursor, Windsurf, Codex, etc.)
* An AI agent to evaluate (voice or chat, accessible via phone number or endpoint)
* A Coval account ([sign up at coval.dev](https://coval.dev))