Set up your workspace for the first time
The person who created the workspace answers four short questions once, and Raion Hub builds the workspace around the answers — your pipeline, its stages, your fields and some sample data. Everything it creates can be changed afterwards, so answer quickly and move on. It takes about two minutes.
Before you start
- This is for the person who created the workspace. If someone invited you, you will never see these screens — your workspace is already set up. Go straight to Work through the setup checklist.
- Have your phone number to hand. It is the one thing you must fill in.
You cannot skip it, and that is deliberate. Until it is finished, every other screen brings you back here. There is no sidebar and no top bar — only the heading Set up your workspace, a step counter, and Sign out in the top corner, so that somebody who signed up with the wrong account is not trapped.
Steps
Tell us about your business
Under What kind of business are you?, open the list and pick your industry. To find it faster, type into the box — property, workshop, tuition… — and the list narrows as you type.
Pick your industry, then answer the follow-up question that appears under it
Most industries then ask a follow-up question, such as What kind of automotive business? Pick the option closest to what you do.
The strip under the questions shows what will be created for you — for example Leads, Customers and 1 journey (your pipeline of stages).
If your business is not listed, choose Others and Raion Hub starts you on a general setup
If nothing fits:
- If your industry is not in the list, type it in and choose Others — set up ”…”. You start on a clean, general setup that you reshape yourself.
- If your industry is listed but none of the follow-up options fit, choose Others — I’ll name it and type what you call your type of business.
Press Continue.
What brings you here?
Tap every card that applies to you — at least one. If you are not sure yet, pick Just exploring.
Your answers decide what goes on your setup checklist — not what you are allowed to use
Each card adds tasks to your setup checklist:
| Card | Adds these tasks to your checklist |
|---|---|
| Organize my leads & customers | Import your contacts · Make the pipeline yours |
| Capture leads from ads & forms | Import your contacts · Turn on lead capture |
| Send WhatsApp campaigns | Create your first template · Send your first campaign |
| Put an AI agent to work | Set up your AI agent · Test your AI agent |
| Assign leads to my team | Set up lead assignment |
| Just exploring | Import your contacts · Make the pipeline yours |
Every checklist also gets Connect a channel, Invite your team and Organize into teams, whatever you pick.
Press Continue. It stays greyed out until at least one card is picked.
Your workspace
| Field | What to put in it |
|---|---|
| Workspace name | Required. What your team calls your company. It is filled in already — change it if it is wrong. |
| Workspace image | Optional. Tap the Upload tile beside the name to add your logo. Under 5MB. |
| Your photo | Optional. Press Upload to add a photo of yourself, so teammates know who’s who. Under 5MB. |
| Your phone number | Required. Pick your country first, then type your number. It is how your team and Raion reach you about your account. |
Only the workspace name and your phone number are required
Press Continue. A message saying Workspace updated. confirms your details were saved.
Your workspace is ready
This screen sums up what will be built for you: the industry it is Configured for, the databases it creates (for example Leads and Customers), and your lead journey with its number of stages.
Check the summary, then press Set up my workspace
Everything here is a starting point. You can rename stages, add fields or add databases any time from Database config. To change an answer now, press Back.
When it looks right, press Set up my workspace.
Your checklist
The last screen lists what is worth doing next, based on the cards you picked on the second screen. While Raion Hub finishes building, a line reads Setting up your databases, stages and fields… — you do not need to wait for it.
Tick what you have already done, or press Enter your workspace and come back to it later
- Tick the box on a row to mark it done. Tick it again to undo.
- The › at the end of a row takes you straight to that task.
- Join the community opens the Raion Hub users’ WhatsApp group, for tips and answers from other users.
Press Enter your workspace. You land on your Leads list, with the same checklist open in the corner of the screen.
What happens next
The checklist from the last screen stays with you as the Getting started panel. It is how you finish setting up — connecting a channel, importing contacts, inviting your team. See Work through the setup checklist.
Change your answers later
Open Settings → Workspace & team and find the Workspace setup block. It shows the industry and goals you picked.
| Button | What it does |
|---|---|
| Edit | Reopens that one question — your industry, or your goals — so you can change the answer. |
| Re-run setup | Opens a summary headed You’re all set, with an Edit on every card and Run full setup again at the bottom. |
| Complete your setup | Appears instead, under You haven’t finished the initial workspace setup yet., if setup was never finished. Picks it up again. |
Re-running is safe: it adds to your workspace rather than rebuilding it, so nothing you have already set up is removed.
If something goes wrong
| What you see | Why | What to do |
|---|---|---|
| Continue is greyed out on the first screen | You chose Others — I’ll name it but left the box empty | Type what you call your type of business |
| Continue is greyed out on What brings you here? | No card is picked | Pick at least one. Just exploring counts |
| Workspace name is required. | The workspace name is empty | Type a name. It does not have to be final |
| Enter your phone number so your team can reach you. | The phone field is empty | Add your number — it is required |
| That doesn’t look like a valid phone number. | The number does not match the country picked | Check the country on the left first. The message shows an example of a number that works |
| Use digits only — the country code is picked on the left. | The number has letters or other symbols in it | Type digits only, and pick the country from the list on the left |
| Image must be smaller than 5MB. / Photo must be smaller than 5MB. | The image or photo is too large | Pick a smaller file, or skip it and add one later in Settings |
| Still loading your account - try again in a moment. | Your account details had not finished loading | Wait a few seconds and press Continue again |
| Couldn’t save your setup. You can re-run it any time. | Your answers did not reach Raion Hub | Carry on into the workspace, then use Settings → Workspace & team → Complete your setup |
| The heading says four steps, but the counter reaches 5 / 5 | The fifth screen is your checklist — there is nothing more to answer | Nothing — press Enter your workspace |
| There is no sidebar and no way out | Intended until setup is finished | Finish the screens. Sign out is in the top corner if you are in the wrong account |