# Setup Wizard

# Setup Wizard

The Setup Wizard guides you through configuring a new device in Zone Configurator. It runs automatically the first time you open the add-on, or you can launch it manually to add additional devices.

## Starting the Wizard

The wizard launches automatically when:

* You open Zone Configurator for the first time
* You have no devices configured

To add another device manually:


1. Click the **menu icon** (☰) in the top left
2. Select **Add New Device**

## Step 1: Select Your Device

Choose the Everything Presence device you want to configure from the list of available devices.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi9lMGFkZWZiNy0xNGI3LTRhZDQtYjUxNS02ZTY4NDQxNTJhN2IvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.l5mFH_8JTOalzbxu4LAgcGYv9PaByKd0KFy1nGCN6yE " =1804x618")

The wizard automatically discovers devices connected to Home Assistant. If your device doesn't appear:

* Ensure the device is powered on and connected to WiFi
* Check that the device appears in Home Assistant under **Settings** → **Devices & Services**

## Step 2: Entity Discovery

The wizard scans Home Assistant for entities belonging to your selected device and maps them automatically.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi9kZGI4M2E3YS02MDc1LTRiZjktODQwOS02MWMwODYwMGVmZDIvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.OEX6f4xh2NZ5mHr42Emho0Jt_w6IP7r_l1yUYa12wo4 " =1810x976")

### Understanding the Discovery Results

After scanning, you'll see a summary showing how many entities were matched:

| Status | Icon | Meaning |
|--------|------|---------|
| **All matched** | ✓ Green | Every required entity was found automatically |
| **Needs attention** | ! Yellow | Some entities need review or manual selection |

### Match Confidence Indicators

Each entity shows an icon indicating how confident the match is:

| Icon | Color | Meaning | Action Needed |
|------|-------|---------|---------------|
| ✓    | Green | Exact match | None - verified correct |
| \~   | Yellow | Partial match | Verify it's the right entity |
| !    | Orange | Multiple matches | Select the correct entity |
| ✗    | Red   | No match found | Manually select an entity |
| ✎    | Blue  | Manually overridden | You changed this mapping |

### Entity Groups

Entities are organized into expandable groups:

* **Core Sensors** - Occupancy, presence, mmWave status
* **Environmental** - Temperature, humidity, illuminance, CO2
* **Tracking** - Target positions (X, Y, speed, distance)
* **Zones** - Zone coordinates and polygon entities
* **Settings** - Configuration entities (max distance, sensitivity, etc.)

Groups with unmatched entities expand automatically so you can address them.

### Handling Conflicts (Multiple Matches)

When the discovery finds multiple entities that could match, it marks them for review:


1. Look for the orange **"Review"** label
2. Click the dropdown to see all candidates
3. Select the correct entity
4. The display shows `[disabled]` or `[hidden]` next to entities with those states

> **Tip**: If you renamed your device in Home Assistant, entity IDs may not match the expected pattern. Check that the selected entity belongs to your device.

### Disabled Entities Warning

If matched entities are disabled in Home Assistant, you'll see a yellow warning:

> "X matched entries are disabled in Home Assistant. Enable them in HA and everything should work without re-syncing."

**To fix disabled entities:**


1. Note which entities are marked "Disabled in HA"
2. Go to Home Assistant → **Settings** → **Devices & Services** → **ESPHome**
3. Find your device and click on it
4. Click on the disabled entity
5. Click **Enable** and confirm
6. Return to Zone Configurator - no re-sync needed

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi84MjM2NzI4Ny1mMmIzLTRjYjUtOWJmMi1jMWI2OTQ4ZTg1YzMvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.-hTEGCTBj4GgRAW3yN2t8crZegQdzr3pfTVE_1mb260 " =1048x1077")

### Manually Changing a Mapping

To override an automatic match:


1. Click the **✎** (edit) icon next to any entity
2. A dropdown appears with all available entities for that type
3. Select the correct entity
4. The icon changes to ✎ to show it was manually set

### What Gets Mapped

Here are some things that get mapped, these may vary depending on which device you have.

| Entity Type | Purpose | Required |
|-------------|---------|----------|
| **Occupancy** | Main presence detection state | Yes      |
| **Target positions** | X/Y coordinates for tracking | Yes      |
| **Zone states** | Zone occupancy status | No       |
| **Distance** | Detection distance | Yes      |
| **Environmental sensors** | Temperature, humidity, light | No       |
| **Settings controls** | Max distance, sensitivity, etc. | No       |

### If Entities Are Missing

If important entities don't appear:


1. Click **Re-discover entities** at the bottom
2. If still missing, check in Home Assistant:
   * Is the device online? (Check **Settings** → **Devices & Services**)
   * Is the ESPHome integration working?
   * Are entities disabled? (Enable them in HA)
3. Try restarting the device
4. Verify your firmware is up to date

### Completing Entity Discovery

Once all required entities show a match (green or manually set):


1. Review any yellow/orange items to confirm they're correct
2. Address any disabled entity warnings if needed
3. Click **Continue** to proceed to room setup

## Step 3: Create a Room

Give your room a name (e.g., "Living Room", "Office", "Bedroom").

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi80OThiODdkNC1kNTgzLTRlOWQtYjc5MC05MDY1NDNmNzFlMGUvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.BZhY0gJ9FDWlTrvLwhineWK-hiTOBaOUzpqbuj-2po0 " =1803x586")

This name is used throughout Zone Configurator to identify where the device is installed.

## Step 4: Room Outline (Optional)

Draw the outline of your room to visualize the detection area. This step is optional but recommended for accurate zone placement.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi84Y2QwNzViYi04NWEyLTRmYmItYTZhMy1hMmNiZjAyZTc5ODcvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.Ke4BSsegdRYOBbPYv4H9mQ9diz4FFtZeVKuSbDPigCo " =1810x1737")

### Drawing Your Room


1. Click to place the first corner point
2. Continue clicking to add more points
3. Press **Enter** or click the first point to close the shape
4. Press **Esc** to cancel

### Keyboard Shortcuts

| Key | Action |
|-----|--------|
| **A** | Add point at cursor |
| **Enter** | Complete the shape |
| **Esc** | Cancel drawing |
| **Del** | Delete last point |

> **Tip**: You can refine your room layout later using the Room Builder.

## Step 5: Add Doors

Click on a wall to add a door. You can change the placement, hinge side and open side.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi83MDdjMTAyMC02MzdiLTQ4MGMtYWE3OC0xYTc0YjcyMjc0MzkvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.q7qMeWRiNUXsD9K1qD5jQWu6YStU4sAmUENPTkHtDrA " =1808x1848")

## Step 6: Add Furniture (Optional)

Add furniture to your room to visualize obstacles and help with zone placement. This step is optional but helps you understand how furniture affects sensor coverage.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi84MmE4NDQwYy0wMDhhLTRhODEtOWI2Ny1iNWJkNWVjMjg3ZTYvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.qYWBBAnuyGfMXVy55cq3Y4QefxprJG7WqFuWkhIQQ1I " =1023x837")

### Adding Furniture


1. Click **Add Furniture** or the furniture icon
2. Select a furniture type from the catalog
3. Click in the room to place it
4. Drag to reposition as needed

### Available Furniture Types

* Sofa / Couch
* Bed (various sizes)
* Desk
* Dining table
* Coffee table
* Chair / Armchair
* Wardrobe / Closet
* TV / Monitor

### Adjusting Furniture

* **Move**: Drag the furniture item
* **Rotate**: Use the rotation handle or enter degrees
* **Resize**: Drag corner handles
* **Delete**: Select and press Del

> **Tip**: Place furniture where it actually is in your room - this helps identify areas that may block detection and assists with accurate zone placement later.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi80ZWIyNDVjOS1lMzU5LTRjNjgtOTgzYy1jZDQxOTYzZjg5MDQvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.s5WXp3n7KjgC2U2ks5l_BiPEQKcEx595lsVPZbmBD6c " =1847x890")

### Why Add Furniture?

* Visualize potential blind spots behind large items
* Plan zone placement around seating areas
* Understand how room layout affects sensor coverage
* Create a realistic representation of your space

## Step 7: Device Placement

Position the sensor icon to match where your device is physically installed in the room.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi85MjRjYmU5OC00MWM5LTRlZTItYmMzMy01ZWFjY2JlMjMxOTUvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.a8erS_gg0L04kwMJDZIKSn2iElmwem625utWIVUYj88 " =1033x827")

### Positioning

* **Drag** the sensor icon to move it
* Use the **rotation slider** to set the direction the sensor is facing
* The field-of-view cone shows the detection area

### Installation Angle

If your sensor is mounted at an angle (tilted down from the ceiling or wall), you can set the installation angle. This helps calculate accurate target positions.

 ![](https://docs.everythingsmart.io/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2U1MTYzNjNkLThhMWItNDI0Zi1hOTk5LTI0ZDFmMDUxZDNhZi8wMzIwMjkzMi1hMjk4LTQyNTMtODk3OC0wNDcwZjZjOTM3MjgvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTM2ODExMDAsImV4cCI6MTc5Mzc2NzUwMH0.nKHSaSd056XorROMtro0pmRst9UcmrNpQAmuxX13Txg " =1365x799")

## Completing the Wizard

Click **Finish** to save your configuration. You'll be taken to the Live Dashboard where you can:

* Watch real-time target tracking
* Open the Zone Editor to create detection zones
* Access the Room Builder to add furniture and doors

## Next Steps

* [Live Dashboard](/doc/695636da-dc42-490b-b5a1-281e96c73381) - See your device in action
* [Zone Editor](/doc/66bbf380-ac1f-408e-a58b-c878f72783f7) - Create detection zones
* [Room Builder](/doc/dae67af3-d87c-4acb-ba3f-4f85a802d40f) - Add walls, doors, and furniture

---

**Documents**

- [EP1 vs EPL: Which Sensor is Right for You?](https://docs.everythingsmart.io/s/products/doc/ep1-vs-epl-which-sensor-is-right-for-you-5B3RxiY3Kp)
- [Everything Presence One (EP1)](https://docs.everythingsmart.io/s/products/doc/everything-presence-one-ep1-3R178yZSUP)
- [Everything Presence Pro](https://docs.everythingsmart.io/s/products/doc/everything-presence-pro-nh3fIXmow9)
- [Everything Presence Lite (EPL)](https://docs.everythingsmart.io/s/products/doc/everything-presence-lite-epl-ZVnBzYzuX2)
- [Zone Configurator](https://docs.everythingsmart.io/s/products/doc/zone-configurator-93b9scGsa2)
- [Knowledge Base Articles](https://docs.everythingsmart.io/s/products/doc/knowledge-base-articles-KnRRmk4zvt)