Quickstart
Create an account, hand your first task to an agent, read its work receipt and connect a sender, in about five minutes.
This guide takes you from nothing to an agent that has finished real work in your workspace. You need an email address and nothing else: no card, no install, no code.
1. Create your account
Open the sign-up page and fill in your full name, work email and a password of at least 8 characters, then confirm the password and accept the privacy policy. Leave Licence code empty unless you already bought a plan.
2. Verify your email
We email you a 6-digit code as soon as the account exists. Type it on the Check your inbox screen: the form submits by itself once all six digits are in. If nothing arrives, check spam, then use Send a new code (it unlocks 60 seconds after each send).
3. Describe your first task
The home screen asks What should an agent take off your plate? Describe the job the way you would brief a colleague and press Create agent. The task becomes the new agent's instructions, the agent gets a name, and its chat opens with your task already typed. Press Enter to send it (Shift+Enter adds a new line).
Not sure where to start? Pick a card from the idea library below the composer to fill it in. These prompts work end to end without connecting anything first:
Every Monday, flag the deals that haven't moved in two weeks and tell me what the next step on each should be.Every Monday, sum up last week's sends, replies and closed deals in one short report I can read in a minute.Before I send, flag the subject lines and phrases likely to trip spam filters and show me a rewrite beside them.4. Watch the work receipt
When the reply arrives, look underneath it. If the turn changed anything, a receipt titled Changed in your workspace lists each change, such as a list created, leads added or a deal moved. Every line links to the record so you can check the result yourself. Beside the reply's time you'll also see how many tokens the turn used.
A reply with no receipt simply changed nothing, which is normal for questions, drafts and reports. Work receipts explains exactly what is tracked.
5. Connect a sender
Agents can research, draft and organise without any connections. To actually send email, connect a mailbox. In the agent, open Plugins → Connectors and choose one:
- Gmail or Outlook: press Connect and approve access in the popup.
- Email (SMTP): press Add sender and enter your mail server details.
- SMS (Twilio) is optional. Without it, SMS goes out on a shared sender.
SMTP host smtp.yourdomain.com
Port 587
Username you@yourdomain.com
Password ••••••••••
Encryption TLS
From address you@yourdomain.com
From name Your NameWhat's next
Refine the agent by chatting with it, link it to WhatsApp or Telegram so you can reach it from your phone, or ask it to run a task on a schedule.
Next steps
- AgentsCreate an agent from a task, shape its instructions, pick its model, start new conversations, attach images and schedule recurring work.
- ApprovalsKeep a human in the loop: make an agent ask before it sends, answer with one tap, and use the sending switch to stop all sends.
- ChannelsLink an agent to WhatsApp, Telegram or the browser extension with a pairing code, check its status and disconnect.

