Skip to content

Complete onboarding

Set up your workspace, personal agent, business context, and first connection.

Onboarding creates the workspace and personal agent you will use across AI Agent. You can complete it with a website or a short description of what you are building.

Add your business context

Enter your website URL so AI Agent can gather public context about your product, audience, and brand. If you do not have a website, choose No website yet and describe the product, audience, pricing, or idea instead.

Set up the workspace

Confirm the workspace name and choose the kind of work you want AI Agent to help with. This choice helps prepare the first experience; it does not lock the workspace to one use case.

Personalize your agent

Give your personal agent a name, choose its appearance, and describe how it should communicate. You can refine its instructions and capabilities later from Agents.

Invite teammates

Enter teammate email addresses to invite them as members, or skip this step. You can manage invitations, roles, and workspace project access later from Settings → Members.

Choose how to reach your agent

Link Telegram if you want to message your agent from your phone, or skip it and connect Telegram later from Connections.

Connect a source

Choose a relevant source and complete its authorization flow. A connection gives the workspace access to an account; you still control which agents and tools may use it.

You can continue without a connection and add one later from Connections. Learn how connection tool access limits what each agent may use.

Review the generated context

AI Agent prepares a business profile from the information you supplied. Review it before entering the workspace. If you started from a website, processing can take a short time.

Choose a plan

If your workspace is on the Free plan, onboarding may offer an upgrade. Upgrading is optional—you can continue on Free and change plans later from Settings → Billing.

Next steps

Navigation