How you get set up in Atarim depends on which side of the relationship you're on — and for agencies, a 6-step wizard reads your site before it ever asks you to register.
None. This guide is written for anyone setting up Atarim for the first time.
Tools & resources needed
An Invitation to Atarim or Access to Sign-up links
A website URL to add as your first project
An email address
Onboarding splits into two distinct paths in V5 — a 6-step guided wizard for agencies setting up a workspace, and a lightweight, pre-filled registration for invited Website Owner clients. The agency wizard has an unusual order: it reads your site and shows you what it learned before it ever asks you to create an account.
Step-by-Step Guide:
Creating Your Atarim Account
Before you can start managing projects or collaborating, you need to set up your Atarim account at app.atarim.io/register.
Instructions:
Open the sign-up page. You land straight on the first step of the onboarding wizard, headed Start with your own site.
There is no separate sign-up button and no form to fill in yet — the wizard reads your site first and asks you to register afterwards.
If you would rather skip the site read and create an account straight away, choose Just register me underneath the field.
The sign-up page opens on the wizard’s first step
Just register me skips the site read
Wizard Step 1 of 6 — Add Your Agency’s Site
The wizard opens with a single field: your agency’s own website URL (not a client’s). Atarim reads your site and uses it to build your AI team around how you already work.
Instructions:
Enter your agency’s live website URL in the field on screen.
Double-check it’s your own domain, not a client’s — the whole agency profile is built from this URL.
Submit the field to start the read.
Step 1 asks for your agency’s own website URL
Add my agency’s site starts the read
Note
This 6-step wizard is now the default route for new signups, so creating an account from the Atarim site starts here rather than on the older registration form. People who arrive through an invitation from an agency are the exception: they get the same account-creation screen, prefilled with their details and carrying that agency’s branding, and go straight to their client dashboard rather than through the six agency steps.
While the Scan Runs: Your Agency Takes Shape
While the scan runs, the right-hand panel shows what it is reading, then reveals the agency it has drafted. The interface re-themes from Atarim’s violet into your own brand colour as it goes.
Instructions:
Wait while the scan works through its six cards: Reading your site, Learning how you look, Learning how you sound, Learning how you build, Drafting what you’re aiming at, and Putting your agency together.
Watch the interface take on your brand colour as the read finishes.
Review what it drafted: your agency name and headline, a preview of your site rendered in your own brand, and a “What we picked up about you” panel.
Carry on to create your account. The form is already waiting on the left — there is no Next button on this panel.
The scan works through six cards as it reads your site
Note
This is not a step of its own. It fills the right-hand side of the wizard while the account form waits on the left, and the panel itself closes with a reminder that you can edit all of it later. If the scan cannot read anything useful from the URL, the screen stays on Atarim violet with no re-theme and shows a plain failure panel instead of your brand.
Tip
If the wizard reads the wrong company from your URL, use “Not your agency?” in the top right of the panel. It asks for a different address and rebuilds from scratch, rather than letting you correct the fields one by one.
Wizard Step 2 of 6 — Create Your Account and Verify Your Email
Only now does the wizard ask you to register. Everything up to this point happened without an account.
Instructions:
Enter your full name.
Enter your work email address.
Choose a password.
Tick the terms & conditions checkbox.
Click “Create my account” — or use “Sign up with Google” instead of filling the form.
Open the email Atarim sends and enter the 5-digit verification code.
Enter your name, work email and a password
Tick the terms and conditions box
Choose Create my account
Verification code sent to your email
Note
The email address shown is for demonstration only. The verification code will be sent to the same email address used during registration.
Verification email with your five digit code
Enter the five-digit code from your email
Two things worth knowing about the code screen:
The code stays valid for ten minutes — the screen says so itself. After that, use “Resend my code”.
If you mistyped your address, “Use a different email” lets you correct it without restarting the wizard.
Tip
Register and email verification share a single step indicator in the wizard — if you get logged out partway through, you’ll come straight back to this step, not all the way to Step 1.
Wizard Step 3 of 6 — Add Your First Client
The panel is headed Now bring in your first client., under the line Drop their URL. Their site gets read and their brief drafted, same as yours. Beside it the wizard shows what comes next — Then the work runs without you. — with an illustration of a client request moving through your crew end to end.
Instructions:
Enter the Client website URL. This is the only field the wizard insists on.
Monthly value (optional) — the average monthly revenue you earn from this client. It is free text, so “$125 per month” is fine, but it has to contain a number if you fill it in.
Client name (optional) — the person or brand.
Client email — required only while “Invite the client to self-serve” is ticked. Untick it and the field greys out and is skipped.
Leave “Invite the client to self-serve” ticked — it is pre-checked — or untick it if you would rather not invite them yet.
Click “Read their site” to continue.
Bring in your first client
Start the client site analysis
Tip
To skip instead, click the “I’ll add a client later” link sitting next to the primary button. This step is entirely optional.
Wizard Step 4 of 6 — Tell Us About You
A short profile step: pick every role that describes you, then pick a single experience level.
Instructions:
Select every role that applies to you — this one is multi-select.
Pick the one experience level that matches how you want the AI to talk to you.
Both answers are required before Next becomes available. If you would rather not answer now, I’ll answer this later skips the step.
Select your role during onboarding
Roles available to select — pick every one that applies
Web Designer
Web Developer
UI/UX Designer
Marketing Professional
Content Creator / Copywriter
Product Manager
QA / Tester
Agency Owner / Freelancer
Internal Team Member (at a larger company)
Project Manager
Other (please specify) — reveals a free-text field
Choose your role and experience level.
Experience level
How your crew works with you
I’m a beginner
Clear, friendly, and bite-sized. Your crew explains as it goes, so you learn while the work happens. Every change comes with the why behind it.
I’m an intermediate
Peer to peer, and the work gets done. Your agency ships changes with clear recommendations and the context behind them, so you stay the one deciding.
I’m an expert
Straight to advanced execution. Detailed, technical, and hands-on. Your AI agency implements the nuanced improvements and reports back, so you push boundaries without doing the grunt work.
I’m the final boss
Straight to the point, high-signal, execute-first. Strategic calls only, made and shipped fast. Your AI agency runs at full strength, built for pros who want it done.
Next moves you on to the agency profile questions
A second part of this step asks about your agency itself — an agency profile, and your rates and pricing context — so the AI has something to quote from when it prices work.
Continue to scheduled work
Tip
Your experience-level choice changes how much explanation the AI includes in every future response — pick the one that actually matches how you want to work, not the most impressive-sounding option.
The Client Brief Builds in the Background
The moment you add a client, Atarim starts reading their site the same way it read yours. This is not a step you wait on: it runs in the right-hand panel while you answer the questions in the steps that follow, and the finished brief is waiting when you get there.
Instructions:
Carry on filling in the steps on the left. The panel on the right shows Reading {their site} while it works.
Watch it work through six cards: Reading their website, Capturing their colours, type, and logo, Learning their tone of voice, Mapping their tech stack, Setting their goal, and Putting their brief together.
When it finishes, the panel becomes the brief itself, laid out across Project Overview, Brand Assets, Brand Guidelines and Business Details tabs. On a narrow screen the tabs shorten to Overview, Assets, Guidelines and Details.
Correct anything that is wrong there and then — the fields are editable in place.
The brief covers:
Their palette, fonts and logo
Their tone of voice and the tech their site is built on
A goal for the work, drawn from what the read found
If the read fails or times out, the panel says so plainly and offers Try again rather than inventing a brief. You can also carry on without one — the later steps still work, they just have less to go on.
Note
What you see here is a starting point, not a locked brief. You can edit it in the panel during onboarding, and again later from the Project Brief panel inside the project, before anything client-facing goes out.
Wizard Step 5 of 6 — Connect the Client’s Site
The screen is headed Now connect their site. and makes the case for the plugin inline: it lets your crew work on the live site and brings the collaboration tools with it, without slowing the site down. This step is always shown, whatever the client’s site is built on.
Instructions:
Under Enter the WordPress site URL: check the address the wizard has filled in. The smaller box after the slash is the admin path — leave it as wp-admin unless the client has renamed that directory, in which case type the real one so the install and connect links land in the right place.
Choose Install plugin if you have access to the client’s wp-admin. If the plugin is already there, the button reads Connect site instead.
Use Download the plugin if you would rather install it by hand, or I’ll install this later to move on — you may not control their WordPress at this point.
On a site that isn’t WordPress, take Use the browser extension instead.
Install the Atarim plugin on the client’s siteI’ll install this later moves you on without connecting
Installing the plugin unlocks:
The on-site action where your AI team edits the live site directly
Pixel-perfect visual collaboration on real pages, not just previews
Automations tailored for WordPress — content, SEO, performance, and uptime
Whichever route you take, the wizard moves on to the last step — there is no deploy loader in between.
Note
A connected WordPress site gets a different set of proactive workflows than a site without it, because the plugin unlocks direct-edit capability the AI can plan around.
Wizard Step 6 of 6 — Approve the Scheduled Work
The last step is where you approve the work your AI team will run on its own. It is an ordinary screen in the wizard, not a modal: the left-hand side is a live chat thread with Claro while the plan is drafted, showing Putting your plan together… until it lands, and the right-hand side is headed Scheduled work, ready for your call.
Instructions:
Wait for the plan to finish drafting. Until it does, the approve button reads Preparing your plan….
Work through the proposed workflows and toggle each one on or off. Approving means enabling; deselecting means disabling.
Check the Monthly budget card, which shows the approved plan’s estimated usage against the recommended monthly amount, with a note of how many scheduled jobs are switched on.
Click Approve & deploy, followed by the number of workflows you have switched on. Underneath it reads Starts immediately · cancel anytime.
Scheduled work, ready for your call
Approve & deploy commits the plan
Workflows are grouped by cadence, always in this order
1. Weekly
2. Monthly
3. Quarterly
4. Yearly
5. Daily
6. On demand
In each row
What it tells you
Name
The workflow’s title. Anything the generator left unnamed appears as Untitled workflow.
Description
One line of the AI’s own reasoning for proposing this workflow on this client’s site.
Credit cost
A scheduled workflow shows ~N cr/mo; an on-demand one shows ~N cr/run. Hover the figure for the detail: on a scheduled workflow it breaks down as credits per run multiplied by how often it is expected to run, and on an on-demand one it confirms the workflow is triggered rather than scheduled.
Toggle
Switches that one workflow on or off before you approve the plan.
If the brief could not be read, the workflows arrive switched off rather than on, and the panel says so — the suggestions are based on what you told us rather than on the site itself.
If the plan comes back empty, the button reads Go to the dashboard instead.
Typing a reply into the chat on the left also ends onboarding and takes you through to the dashboard.
Nothing here is checked against your credit balance. The Monthly budget card is a read-only summary — the credits your selection adds up to, against a recommended monthly allocation — so approving switches the workflows on whatever that figure says.
AI agency ready with 11 workflows awaiting budget
Recommendation
The recommended amount is based on the plan’s estimated usage, not a fixed number — it changes per client depending on what workflows got selected. Don’t assume last client’s number applies to the next one.
If You’re a Website Owner (Invited)
Your invite link looks like app.atarim.io/register?client_token=…&workspace_uuid=… — the token identifies you, and the workspace UUID identifies the agency inviting you.
Instructions:
Click the invite link in the email from your agency.
Check your name and email — both are pre-filled from the invite.
Set a password.
Agree to the terms.
Click “Create my account”. There is no verification code to enter — accepting the invitation happens as part of creating the account.
A short two-step setup opens in your workspace. On Step 1, Build Your Dream Team, answer What roles do you play? (Pick all that apply) and choose an experience level, then select Meet the Team.
On Step 2, Review & Complete Setup, read the introduction to your AI team and select See My Project to open your project.
Activate your Website Owner account from the agency invitation email
Complete your account setup
Note
Any email address shown in the screenshots is for demonstration only. Your invitation and verification details will be sent to the email address your agency used when inviting you.
Account ready to activate
Specify your role
Personalize your experience before meeting the AI team
Click Meet the Team to continue.
Meet your AI team, then open your project
Your project dashboard is ready with active scheduled workflows
The registration screen itself is a single screen rather than the six-step wizard an agency works through: no step counter, no split panel, and a sub-heading that reads “Set a password to review and approve work on your site.” The inviting agency’s own branding is applied to the button and the terms checkbox. The two-step setup that follows is trimmed for client workspaces — it skips the brand discovery an agency goes through. Once it is done, you land in a scoped workspace:
The sidebar shows Projects and Workflows only, plus Help.
Inbox, Boards, People, Analytics, and Settings are not shown.
Note
If you already have an Atarim account and are being invited to a new agency’s workspace, you’ll get a different link (using an `invite_client_token` parameter) that just asks you to accept the connection — not to register again.
Configuring Your Notifications
Keep everyone in the loop by setting up notifications for key project events.
Instructions:
Navigate to Settings → Communication → Notifications.
Customize how often you and your team receive updates (e.g., email notifications for new comments, task completion updates).
Enable grouped notifications to avoid email overload.
Configuring email notifications
Visit the People section to view user profiles and customize their email notification settings.
This allows you to configure notifications for each user profile individually.
Recommendation
Ensure that team members are automatically added to relevant projects by default, streamlining collaboration and reducing the need for manual invites.
FAQs
Do I need to register before the wizard reads my site?
No — Step 1 reads your agency’s own site and the panel beside it shows you what was found, all before you ever create an account. Registration happens at Step 2.
Does the agency onboarding wizard read my own site or my client’s?
Both, at different points. Step 1 reads your agency’s own website. Your client’s site is not touched until Step 3, when you add your first client — their brief is then drafted in the background while you carry on.
Can I skip adding a client during onboarding?
Yes — “I’ll add a client later” on Step 3 carries on without a client project. You still answer the questions in Step 4, and the wizard hands off to your dashboard from there. The WordPress and scheduled-work steps are skipped, since both need a client site.
What if the wizard reads the wrong company from my URL?
Use “Not your agency?” in the top right of the panel while your agency is being revealed. It asks for a different address and rebuilds from scratch, rather than making you correct every generated field by hand.
Do Website Owners go through the same wizard as agencies?
No. Registration is a single screen with no step counter and no workspace-creation step — creating the account accepts the invitation. A short two-step setup then opens in the workspace, asking your roles and experience level before it hands you your project. Agencies work through six steps instead, including brand discovery, which client workspaces skip.
Can I manage multiple projects within the same workspace?
Yes. A workspace can hold multiple projects, with tasks, comments, and feedback organized under each one. The number of projects available to you is set by your plan and shared across your account — you can add more by upgrading or purchasing additional projects.
What if I don’t receive the email verification code?
Check your spam folder first, then use the option to resend the code from the same screen — don’t create a second account as a workaround.
How do I configure notifications to avoid being overwhelmed by updates?
Go to Settings → Communication → Notifications. Each notification type has its own on or off switch, and turning one off applies it for everyone on the workspace. Emails about the same activity are batched automatically, so there is no frequency setting to change.
How do I link Atarim with my team’s tools (e.g., Slack, Jira)?
Go to Settings → Connected Apps → Integrations, and follow the prompts to connect your desired tools.
Conclusion
Whichever side you're on, onboarding is built to get you to a working AI agency fast — for agencies, a read-first, register-later wizard that ends with an approvable workflow plan; for invited clients, a focused dashboard with Claro already waiting. The 6-step wizard is now the default path for new signups, so it is the flow most new accounts will see.
Tips & best practices
Have your agency's real live URL ready before you start Step 1 — the whole first half of the wizard depends on reading it accurately.
Answer the experience-level question in Step 4 honestly — it changes how much explanation the AI includes in every future response.
Use “I'll add a client later” on Step 3 if you're not ready to invite anyone yet — nothing forces you to notify a client before you're ready.
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