> ## Documentation Index
> Fetch the complete documentation index at: https://docs.frayme.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tenant setup checklist

> The order to set up a new tenant so the first case flows end to end.

## Before your first case

<Steps>
  <Step title="Review queues">
    Confirm **standard** is the default and **escalated** exists; add queues your flows will route to. [Review queues](/guides/admin/review-queues)
  </Step>

  <Step title="Decline reasons and tags">
    Give analysts the vocabulary they will pick from. [Decline reasons and tags](/guides/admin/decline-reasons-and-tags)
  </Step>

  <Step title="Communication">
    Pick the webhook that delivers information requests and create the templates. [Communication](/guides/admin/communication)
  </Step>

  <Step title="AI provider (optional)">
    Add your Anthropic key if AI nodes should bill to your account. [AI provider](/guides/admin/ai-provider)
  </Step>

  <Step title="Data sources">
    Connect the providers your flows call. [Data Sources](/guides/engineer/data-sources)
  </Step>

  <Step title="Webhook endpoints">
    Create the endpoints that receive decisions and keep the secrets. [Webhooks](/guides/engineer/webhooks)
  </Step>

  <Step title="API keys">
    Create the keys your systems submit cases with. [API keys](/guides/engineer/api-keys)
  </Step>

  <Step title="Decision flows">
    Build, validate and activate. [Workflow builder](/guides/engineer/workflow-builder)
  </Step>

  <Step title="Roles and team">
    Create the analyst, senior-analyst and engineer roles and invite people. [Team and roles](/guides/admin/team-and-roles)
  </Step>
</Steps>

## Verify with a test case

Submit a case from the builder with **Execute for real**, or with the API. It should appear in the Decision Queue, an analyst should be able to claim and decide it, and the decision should appear in **Webhook Delivery History**. [One transfer, three desks](/guides/end-to-end) walks the whole path.
