Your agent is live and ready to work. This guide walks you through everything — from your first message to real results.
No setup needed for these. Just open Chat and ask. For the full picture of every capability area, see the Agent Playbook →
Follow these steps to go from zero to productive right now.
Click Chat in the left sidebar. This is your direct line to your agent — available 24/7, no wait times.
The agent works best with context. Start with: "I run a [type] company in [city]. We have [N] employees." It remembers this for your session.
Don't just ask questions — give it work. Research, write, create a spreadsheet. The agent performs best with concrete, specific requests.
Documents and spreadsheets the agent creates appear in Files automatically — ready to download. No copy-pasting.
Go to Knowledge and upload files — price lists, SOPs, client data. The agent references them when answering questions or generating new content.
"Write a 3-paragraph email to a corporate client explaining a project delay, with a professional but reassuring tone." beats "write me an email."
Tell the agent your industry, company size, and who the output is for. More context = more tailored results.
"Make it shorter." "Change the tone." "Add a pricing section." The agent holds the full conversation and adjusts.
Upload SOPs, price lists, or contracts to Knowledge. Then: "Based on my pricing document, quote a client for X."
Add "save to Files" when you want a document. The agent creates a real .docx or .xlsx — not just chat text.
Try: "I'm trying to solve X — what are my options?" The agent helps you think, not just execute.
Open Chat and give it your first real task. Start simple — you'll be surprised how quickly it becomes indispensable.
⚡ Open Chat → Explore Agent Playbook →