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

# Quickstart

> Create a workspace, start a Test Book, and reach a draft you can review.

A new administrator reaches a Test Book draft and knows the next step.

## Before you start

* A Kordless account (sign up at [hq.kordless.ai](https://hq.kordless.ai))
* No existing Organization is required — you can create one during this flow

## Steps

<Steps>
  <Step title="Sign in to Kordless">
    Go to [hq.kordless.ai](https://hq.kordless.ai). If you have no active Organization, Kordless shows a welcome screen with an inline naming form.

    If you already belong to an Organization, you will land directly in your workspace's Book.
  </Step>

  <Step title="Name your workspace">
    On the welcome screen, type your business name and select your currency. Kordless creates a Clerk Organization and provisions your workspace in one step.

    The name you type becomes the Organization name and the workspace URL slug. You can rename it later through Clerk's organization settings.
  </Step>

  <Step title="Confirm Test mode">
    Your first Book always starts in Test mode. The environment indicator in the top bar shows "Test" with a flask icon and warning-ochre tint.

    Test mode is isolated — nothing you do here can affect Live customers, billing, or commitments.
  </Step>

  <Step title="Choose a starting method">
    The first Book screen asks one question: **How would you like to start your pricing?** Choose from four equal-weight options:

    * **Import existing pricing** — paste a price list, rate sheet, or recent quote
    * **Explain how you quote** — describe how you decide what to charge
    * **Start from a supported starting point** — pick services from an industry-specific starting draft
    * **Help me design my pricing** — guided first-pricing setup for businesses with no price book

    You can combine methods later without recreating the Book.
  </Step>

  <Step title="Add your first source">
    If you chose Import or Explain, type or paste your pricing text into the inline field and submit. Kordless provisions your first Book workspace, ingests the source, and schedules extraction.

    If you chose a supported starting point or guided setup, follow the dedicated flow for that method.
  </Step>

  <Step title="Wait for extraction">
    Kordless reads your pricing and prepares a draft. The Book overview shows "Kordless is reading your pricing" while extraction runs.

    When extraction completes, the overview updates to show the draft with the next legitimate action.
  </Step>

  <Step title="Continue to Review draft">
    Once the draft is ready, the next action on the Book overview leads you to [Review draft](/product/book/review-draft), where you inspect services, rules, factors, and policies and correct meaning.
  </Step>
</Steps>

## Success

A Test Book exists and shows a legitimate next action — typically "Review draft" or "Answer questions."

## If it does not work

<Accordion>
  <AccordionItem title="No active Organization">
    If you see "Choose an organization" instead of the welcome screen, you need to create or select a Clerk Organization first. Use the OrganizationSwitcher at the sidebar foot to create one.
  </AccordionItem>

  <AccordionItem title="Provisioning interrupted">
    If the welcome screen shows "Creating your Business and first Book workspace…" for too long, the Clerk Organization may have been created before the Kordless transaction completed. The screen shows a "Try again" button that retries the idempotent provisioning step.
  </AccordionItem>

  <AccordionItem title="Permission-limited member">
    If you are a member without administrator access, you can view the Book but cannot start a new one. Ask a workspace administrator to create the first Book, or to grant you the necessary role.
  </AccordionItem>

  <AccordionItem title="Upload failure">
    If a file upload fails, the error stays inline and preserves your selected method. You can retry the upload without losing existing Book sources.
  </AccordionItem>

  <AccordionItem title="Existing Book already started">
    If a Book already exists, the start screen offers to add another source to the open draft instead of creating a new one.
  </AccordionItem>
</Accordion>

## Next

<CardGroup cols={2}>
  <Card title="Review the draft" icon="file-text" href="/product/book/review-draft">
    Inspect the extracted or constructed Book draft and correct meaning.
  </Card>

  <Card title="Test and Live" icon="flask-conical" href="/product/getting-started/test-and-live">
    What can safely happen in each environment.
  </Card>
</CardGroup>