Onboarding

Onboarding

Welcome to . This skill guides new users through initial setup and daily usage.

When to use

• User asks "where do I start?" or "how does this work?"
• First-time setup after chezmoi apply
• Troubleshooting a broken installation
• Onboarding a teammate

Step 1 — Validate setup

doctor

Expected: result: COMPLIANT. If any check fails, doctor shows the fix command.

For persistent issues:

update-check            # check for available updates
skills list             # verify skills are installed
skills sync             # re-sync symlinks to AI tools

Step 2 — Understand the hierarchy

User message
    ↓
Orchestrator (assistant)
    ↓ routes to
Workflow skill (WHAT — decides scope and gates)
    e.g. workflow-generic-project
    ↓ delegates to
Tool skill (HOW — executes CLI commands)
    e.g. clickup-cli, github-cli-workflow

Skills are invoked via the skill tool (e.g. /planning). Agents are invoked via @mention (e.g. @planner). Never use the skill tool for agents.

Step 3 — First commands by role

Developer

# Start any task
/workflow-generic-project

# After code changes — review before PR
@code-reviewer

# CI failing
/gh-fix-ci

Product Manager / Tech Lead

# Plan a feature
@planner

# Create a ClickUp task
/clickup-cli  # then: clickup task create --current --name "..."

# Project health check
/project-assessment

Anyone

# Check workstation health
doctor

# Find which skill to use
# → ask the orchestrator: "what skill should I use for X?"

# Load client/project context
./bin/workspace-context load packs/.yaml   # if in an agentic-harness workspace

Key concepts in 60 seconds

| Concept | What it means | |---------|--------------| | Pack | Context bundle for a client/project (repos, constraints, commands) | | Skill | Reusable AI prompt for a specific task (WHAT or HOW) | | Agent | Specialized AI persona with restricted tool access (invoked via @mention) | | Loop | Recurring autonomous process with state, tiers, and cost budgets | | L1 / L2 / L3 | Loop autonomy tiers: L1=observe-only, L2=PR-gated, L3=unattended | | knowledge/ | Persistent memory across sessions |

Anti-patterns

• Do not skip doctor — it catches 90% of setup issues
• Do not invoke agents via the skill tool — use @mention
• Do not run L3 loops without 3+ clean L1 runs first

Next steps

• Load a project pack: ./bin/workspace-context load packs/.yaml
• Run your first task: /workflow-generic-project
• Set up daily loop: agent-toolkit loop init daily-triage

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: ulises-jeremias
• Source: ulises-jeremias/agent-toolkit
• License: MIT
• Homepage: https://ulises-jeremias.github.io/agent-toolkit-archive/

Install and usage instructions live in the source repository linked above.