Getting started

Create the workspace, describe the business, and configure your primary agent. You can provide a website or enter the product description yourself. Invitations, Telegram, source connections, and plan changes can be skipped and completed later.

Follow Complete onboarding for each screen and decision.

Open Agents and choose New agent. Give the agent:

• a specific name and role;
• instructions that describe the result and its boundaries;
• only the skills it needs;
• only the connection accounts and tools required for the work.

Save the agent, then test it with a small representative request before using it in an automation. See Create and test an agent.

Open Workflows, create a workflow, and add the steps in the order they should run. Use the data picker to pass an earlier step’s output into a later step.

Run the workflow on demand with representative input. Open the run detail to inspect step status, outputs, and any pending approval. Approve or reject the proposed action from the run rather than recreating it elsewhere.

After the manual run is correct, configure an autopilot if the process should continue from a schedule or another supported trigger. Review the execution mode, output mode, trigger, and recent runs before leaving it active.