Summary

Interactive wizard for creating and configuring companies through the web UI. The wizard guides users through template selection, agent customization, provider assignment, and budget setup -- all persisted via API to the database.

Design Spec Reference

• $14.2 Company Builder

Important: No YAML Output

This wizard does NOT generate YAML files. All configuration is persisted to the database via REST API calls. YAML files serve only as read-only defaults -- user customizations always go to DB.

Scope

• Step-by-step guided company setup in the web dashboard
• Template selection (browse pre-built templates, preview org chart)
• Template comparison view -- side-by-side showing agent count, departments, estimated monthly cost based on configured providers (feat: template comparison view and cost estimator in setup wizard #726)
• Template category grouping -- "Small Teams", "Specialized", "Full Organizations"
• Template preview panel -- mini org chart visualization before committing
• "Recommended" badge -- highlight best-fit template based on configured provider model tiers
• Agent customization (roles, models, tools, budget limits)
• Provider assignment (select from configured providers -- depends on provider management)
• Template variable controls (sliders, toggles) for templates with variables (feat: add template variables for team scaling and optional departments #728)
• Output: POST /api/v1/company with full config payload -> persisted to DB
• CLI equivalent: synthorg setup interactive TUI (same API calls)

Dependencies

• Settings persistence layer (DB-backed config) -- must exist first
• Provider management -- providers must be configurable before assigning to agents

Related

• feat: template comparison view and cost estimator in setup wizard #726 -- template comparison view and cost estimator (detailed sub-scope)
• feat: add template variables for team scaling and optional departments #728 -- template variables for team scaling

Notes

• Template system ($14.1) provides starting points, wizard allows customization
• Every field the wizard sets must also be editable later via Settings page