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

# Enterprise Setup

> How enterprise setup works in Exterview: a guided, phased configuration that ends in a signed, frozen Configuration Contract.

**Core.** Enterprise setup is a guided configuration process, not an AI feature. Your Customer Success team runs it with you, and your answers are frozen into a signed Configuration Contract that every evaluation score traces back to.

<Frame>
  <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Exterview enterprise setup overview" width="1280" height="720" data-path="images/guides/fallback.png" />
</Frame>

## Purpose

Setup captures your structure, what a strong candidate looks like, how evaluations run, and your governance rules. Nothing is scored until this is agreed and frozen.

## The setup journey

Setup runs in phases so you are never configuring everything at once: Foundation first, then Phase 1 (Resume and Phone), Phase 2 (Voice and Avatar), Phase 3 (Panel and HR), and Phase 4 (Offer). Where you are unsure, a sensible default applies and you revisit later.

## Steps

<Steps>
  <Step title="Meet your setup team">
    Your Customer Success facilitator guides the session. Bring your talent, HR, IT, and compliance leads.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Setup session participants" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Define the Foundation">
    Set your org structure and what a strong candidate looks like. See [Org structure](/guides/setup-org-structure).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Foundation setup" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Add users and access">
    Add people and assign roles. See [Add users](/guides/setup-users).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Users and access" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Configure how evaluations run">
    Set the pipeline, scoring, communication, and integrations. See [Pipeline](/guides/setup-pipeline).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Operations setup" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Set governance">
    Configure compliance, privacy, and human oversight. See [Compliance](/guides/setup-compliance).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Governance setup" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Review the phased plan">
    Confirm which phase enables which steps, so rollout is staged.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Phased rollout plan" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Freeze the contract">
    Review and sign. Your configuration is frozen and versioned. See [Freeze](/guides/setup-freeze).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Freeze the configuration contract" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Go live">
    Run first sessions and begin the calibration window. See [Go-live](/guides/setup-go-live).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Go live" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>
</Steps>
