# Complete Team Setup

Prepare the project, AI choice, pages, audiences, and metrics for your team.

Owners and admins complete Team Setup for the team. A newly created team already has a **Default Project**; use the setup checklist to confirm or rename it.

## Work through the checklist

1. **Project:** confirm the Default Project or give it the name your team uses.
2. **AI choice:** acknowledge whether your team wants AI-assisted experiences. Owners and admins can change Team AI Opt-Out later in [AI Settings](https://conversionlab.app/docs/ai/privacy).
3. **Pages and audiences:** add the key website areas and visitor groups you work with. You can enter them manually, use [Airtable Import](https://conversionlab.app/docs/integrations/airtable-import), or use a supported [Integration Sync](https://conversionlab.app/docs/integrations/testing-platforms).
4. **Metrics:** define the outcomes you measure or import supported metrics from a connected provider.
5. Use **Skip For Now** explicitly for pages and audiences or metrics if you need to return to them later.
6. Review the checklist and use the finish action to make the team **Setup Complete**.

The project and AI choice need an explicit acknowledgment. Pages and audiences, and metrics, must be completed or explicitly skipped. Connecting vendor integrations, inviting teammates, and watching learning resources are recommended steps; they do not block finishing setup.

## What changes after setup

Setup progress is saved per team. Once you finish, the setup checklist stops being the team's primary dashboard experience. Switching to a different team can show that team's unfinished setup.

Skipping a definition does not create it. Before linking a metric, page, or audience to later work, add it in [project settings](https://conversionlab.app/docs/concepts/definitions). An optional import is a way to complete a concept step, not a requirement for using ConversionLab.

If setup remains visible, check the required steps and use the deliberate finish action. Closing the checklist or completing User Welcome does not mark Team Setup complete.
