Getting Started with Cosmo
What happens on first login, the welcome modal, and how to set up your brand kit.
When you sign in to a new Cosmo organization for the first time, you'll see the Welcome Modal followed by four guided setup steps. This page explains what each step does and where the relevant settings live once the modal is dismissed.
Welcome Modal
The welcome modal appears once per organization — the first time any user logs in to that org on the desktop app. It will not appear again on subsequent logins or on other devices.
It contains:
- A founders' note from Rahul & Gaurav
- A four-item capability grid showing what Cosmo can do
- Four suggested Start here steps (described below)
- A Get started button and a dismiss link
What triggers it
The desktop app checks welcomeModalSeenAt on the signed-in user's UserProfile immediately after auth resolves. This field is a map of orgId → ISO timestamp. If there is no entry for the current org, the modal opens. When the user dismisses it (via "Get started", "I'll explore on my own", or the close button), an entry for the current org is written back and the modal will not reappear for that org.
The flag is stored per user, not per org: every teammate who joins an org sees the founder note the first time, and because the key is the orgId, the modal re-appears when the same user later joins a different org.
UserProfile is persisted locally via onboarding-manager and synced to the cloud through SyncManager, so the seen flag is preserved across devices and reinstalls.
Known limitation (V1): the seen flag is pushed fire-and-forget. If a user signs in on a second device before the first device's sync completes, the modal can appear twice. This is acceptable for V1.
Start Here Steps
Clicking a step row in the modal closes the modal and navigates directly to the relevant section.
| Step | What it does |
|---|---|
| Connect your integrations | Opens the Integrations section in Customize settings |
| Add your brand kit | Opens the Brand Kit section in Customize settings |
| Tell Cosmo about your work | Focuses the chat input so you can describe your team and context |
| Create your first artifact | Focuses the chat input with a starter prompt: "Draft a one-page proposal for…" |
Brand Kit
The Brand Kit view is accessible at any time via Customize → Brand Kit.
Logo
Upload a PNG, SVG, JPG, or WebP logo (max 2 MB). The logo is displayed in a preview card with a checkerboard background to show transparency. Once uploaded, a "Replace logo" button appears.
Logos are stored as assets via onboarding-manager.saveAsset and resolved to a local URL via resolveAssetUrl. The asset reference is saved in OrgOnboarding.brandKit.logos.
Brand Colors
Three color slots are available: Primary, Secondary, and Accent. Each has a color swatch, a hex preview, and an Edit button that opens the browser's native color picker. Colors are saved automatically on change.
Colors are stored in OrgOnboarding.brandKit and used by the AI when generating documents and proposals to match your brand identity.