First Launch Setup

Fresh

SOP-SETUP-001: First Time Configuration

Field	Value
ID	SOP-SETUP-001
Version	1.0
Status	Active

Two Setup Paths

Option A: Quick Setup

1. Click the "+" button in the left sidebar
2. Select your AI provider (Claude Code, Codex, OpenCode, Factory Droid)
3. Pick your project directory
4. Start chatting with your agent

Option B: Onboarding Wizard (Recommended for New Users)

Press Ctrl+Shift+N (Windows/Linux) or Cmd+Shift+N (macOS) to launch the wizard.

Step 1: Select AI Provider

Choose from your installed and authenticated providers. The wizard verifies the agent is accessible.

Step 2: Choose Project Directory

Select the directory where your agent will operate. This becomes the agent's working directory.

Step 3: Discovery Conversation

The AI asks questions about your project to build understanding. A confidence gauge displays progress from 0-100%.

TIP

Answer the AI's questions thoroughly — the richer the context, the better the Auto Run playbook it generates.

Step 4: Auto-Generated Playbook

At 80% confidence, the wizard automatically generates an initial Auto Run playbook and saves it to Auto Run Docs/Initiation/ in your project.

Step 5: Introductory Tour

A guided tour highlights key UI elements:

• Left Panel agent management
• Main Panel AI/Shell modes
• Right Panel files/history/Auto Run
• Key keyboard shortcuts

Setting Up Your Conductor Profile

What is the Conductor Profile?

A short description of yourself that's injected into every AI agent's system prompt. It helps agents tailor responses to your background, preferences, and communication style.

Open Settings (Ctrl+,) → General → Conductor Profile (About Me)

Example:

Security researcher. macOS desktop. TypeScript and Python for tools.
Direct communication, no fluff. Action over process. Push back on bad ideas.
Generate markdown for Obsidian. CST timezone.

Setting Global Environment Variables

Set API keys once in Settings → General → Shell Configuration → Global Environment Variables.

Format: KEY=VALUE (one per line). Applies immediately to all new sessions.

ANTHROPIC_API_KEY=sk-ant-...
OPENAI_API_KEY=sk-...
GITHUB_TOKEN=ghp_...

Precedence Order (highest to lowest)

1. Session-level overrides
2. Global environment variables (Settings)
3. Agent-specific configuration
4. System environment

Verification Checklist

• [ ] Maestro launches successfully
• [ ] AI provider connected and responsive
• [ ] Project directory configured
• [ ] Conductor Profile filled out
• [ ] API keys set in Global Environment Variables
• [ ] Onboarding tour completed (wizard path)

See Also

• Provider Configuration — Detailed per-provider setup
• Settings & Preferences — Full settings reference
• Auto Run & Playbooks — Using the generated playbook