> For the complete documentation index, see [llms.txt](https://developers.trooply.co.uk/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developers.trooply.co.uk/onboarding.md).

# Onboarding

## Get onboarding state

> Returns the first-visit dashboard checklist (derived from live data) and the caller's wizard resume step.

```json
{"openapi":"3.1.1","info":{"title":"Trooply API","version":"1.0"},"servers":[{"url":"https://api.trooply.co.uk/"}],"security":[{"BearerAuth":[]}],"components":{"securitySchemes":{"BearerAuth":{"description":"Bearer access token. Generate one from the **Developer** area of your Trooply account and send it as `Authorization: Bearer <token>`.","type":"apiKey","name":"Authorization","in":"header"}},"schemas":{"SuccessResponse":{"type":"object","properties":{"data":{},"meta":{"$ref":"#/components/schemas/ResponseMeta"}}},"ResponseMeta":{"type":"object","properties":{"page":{"type":"integer"},"per_page":{"type":"integer"},"request_id":{"type":"string","format":"uuid"},"total":{"type":"integer"}}},"State":{"type":"object","properties":{"checklist":{"$ref":"#/components/schemas/Checklist"},"complete":{"type":"boolean"},"step":{"type":"string"}}},"Checklist":{"type":"object","properties":{"add_members":{"$ref":"#/components/schemas/ChecklistItem"},"assign_leaders":{"$ref":"#/components/schemas/ChecklistItem"},"first_attendance":{"$ref":"#/components/schemas/ChecklistItem"}}},"ChecklistItem":{"type":"object","properties":{"detail":{"type":"string"},"done":{"type":"boolean"}}},"ErrorResponse":{"type":"object","properties":{"error":{"$ref":"#/components/schemas/ErrorDetail"}}},"ErrorDetail":{"type":"object","properties":{"code":{"type":"string"},"fields":{"type":"object","additionalProperties":{"type":"string"}},"message":{"type":"string"},"request_id":{"type":"string","format":"uuid"},"status":{"type":"integer"}}}}},"paths":{"/v1/groups/{group_id}/onboarding":{"get":{"description":"Returns the first-visit dashboard checklist (derived from live data) and the caller's wizard resume step.","tags":["onboarding"],"summary":"Get onboarding state","parameters":[{"schema":{"type":"string","format":"uuid"},"description":"Group ID","name":"group_id","in":"path","required":true}],"responses":{"200":{"description":"The derived checklist and the caller's wizard resume step","content":{"application/json":{"schema":{"allOf":[{"$ref":"#/components/schemas/SuccessResponse"},{"type":"object","properties":{"data":{"$ref":"#/components/schemas/State"}}}]}}}},"401":{"description":"Missing or invalid bearer token","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Caller lacks access to this group","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}}}}}}
```

## Advance the onboarding wizard

> Records the wizard's resume step and fires the matching funnel event where applicable.

```json
{"openapi":"3.1.1","info":{"title":"Trooply API","version":"1.0"},"servers":[{"url":"https://api.trooply.co.uk/"}],"security":[{"BearerAuth":[]}],"components":{"securitySchemes":{"BearerAuth":{"description":"Bearer access token. Generate one from the **Developer** area of your Trooply account and send it as `Authorization: Bearer <token>`.","type":"apiKey","name":"Authorization","in":"header"}},"schemas":{"SuccessResponse":{"type":"object","properties":{"data":{},"meta":{"$ref":"#/components/schemas/ResponseMeta"}}},"ResponseMeta":{"type":"object","properties":{"page":{"type":"integer"},"per_page":{"type":"integer"},"request_id":{"type":"string","format":"uuid"},"total":{"type":"integer"}}},"State":{"type":"object","properties":{"checklist":{"$ref":"#/components/schemas/Checklist"},"complete":{"type":"boolean"},"step":{"type":"string"}}},"Checklist":{"type":"object","properties":{"add_members":{"$ref":"#/components/schemas/ChecklistItem"},"assign_leaders":{"$ref":"#/components/schemas/ChecklistItem"},"first_attendance":{"$ref":"#/components/schemas/ChecklistItem"}}},"ChecklistItem":{"type":"object","properties":{"detail":{"type":"string"},"done":{"type":"boolean"}}},"ErrorResponse":{"type":"object","properties":{"error":{"$ref":"#/components/schemas/ErrorDetail"}}},"ErrorDetail":{"type":"object","properties":{"code":{"type":"string"},"fields":{"type":"object","additionalProperties":{"type":"string"}},"message":{"type":"string"},"request_id":{"type":"string","format":"uuid"},"status":{"type":"integer"}}},"AdvanceRequest":{"type":"object","required":["step"],"properties":{"completed":{"type":"boolean"},"step":{"type":"string","maxLength":100}}}}},"paths":{"/v1/groups/{group_id}/onboarding/advance":{"post":{"description":"Records the wizard's resume step and fires the matching funnel event where applicable.","tags":["onboarding"],"summary":"Advance the onboarding wizard","parameters":[{"schema":{"type":"string","format":"uuid"},"description":"Group ID","name":"group_id","in":"path","required":true}],"responses":{"200":{"description":"The updated onboarding state","content":{"application/json":{"schema":{"allOf":[{"$ref":"#/components/schemas/SuccessResponse"},{"type":"object","properties":{"data":{"$ref":"#/components/schemas/State"}}}]}}}},"401":{"description":"Missing or invalid bearer token","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"403":{"description":"Caller lacks access to this group","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}},"422":{"description":"Validation failed; see error.fields","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"}}}}},"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/AdvanceRequest"}}},"description":"Step to advance to, and whether onboarding is now complete","required":true}}}}}
```


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://developers.trooply.co.uk/onboarding.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
