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Get your first intelligent agent up and running in 6 simple steps.

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Getting Started

1

Create your account

Sign up and connect your identity providers. Google and Apple are required — you can also add other OAuth providers for a seamless login experience across devices.
Connecting multiple OAuth providers ensures you never lose access to your account.
2

Create your workspace

Your workspace is the home for your agents, knowledge, and team.During setup, you’ll have the option to upload documents — PDFs, spreadsheets, text files. This is optional but highly recommended: the more knowledge you provide, the smarter your agents will be from day one.
Upload anything your agent might need: product catalogs, FAQs, internal processes, manuals, price lists, company policies. The system converts everything into a searchable knowledge base.
Yes! You can always add documents later. But agents perform best when they have context about your business from the start.
3

Create your team

Teams organize your agents by purpose. Create your first team — whether it’s for customer support, sales, operations, or a general assistant.We’ll guide you through choosing the right purpose for your team:

Customer Support

Answer questions, resolve issues, collect feedback

Sales & Leads

Qualify leads, follow up, schedule meetings

Operations

Automate reports, monitoring, recurring tasks

General Assistant

Research, write, analyze — a versatile helper
4

Customize your agent

Now personalize your agent. In the first version, you’ll start from a template that matches your team’s purpose. The template gives you a solid foundation — pre-configured personality, tools, and behavior.You can customize:
  • Name and description
  • Personality and tone of voice
  • Tools the agent can use
  • Knowledge it has access to
Templates are the fastest way to get started. You can always customize everything later.
5

Connect a channel

Make your agent available where your users are. Connect one or more channels with a single click:

WhatsApp

Via Evolution API

Telegram

Bot integration

Discord

Server bot

Slack

Workspace app

Email

SMTP/IMAP

Web Chat

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Your agent maintains the same intelligence, personality, and context across every channel.
6

Teach your agent how to behave

The final step: talk to your agent. Through the agent’s presentation screen, you can give instructions on how it should behave. The agent learns from you in real-time.This is where you shape:
  • SOUL.md — The agent’s personality and core instructions
  • agents.md — Operational guidelines and workflows
  • First memories — Key facts about your business the agent should always remember
Think of this as onboarding a new team member. Tell them what you do, how you work, and what matters most. The more you share, the better they’ll perform.

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You’re Ready!

Your agent is now live and ready to work. From here, you can:

Add more knowledge

Upload documents to make your agent smarter

Explore tools

Discover the 55+ built-in tools available

Create agent teams

Set up specialists that work together

Schedule tasks

Automate recurring tasks and reports