First Steps
After installation, follow this order to get a company up and running. Each step links to the relevant guide page.
1. Sign in
Sign in with the account you created in the setup wizard. This account has the founder role and can access everything.
2. Add an AI provider
Under Settings → AI Providers, enter the key of at least one provider and press Save & Test. The key is stored encrypted. Without this step agents cannot reply. Details: Settings.
3. Set up the organization
There are two ways:
- Quick way: Settings → Set Up with AI. The system researches your company on the web, asks you 3 to 5 questions, and proposes departments, people, agents, skills and policies in one go. You approve the preview. → AI Setup
- By hand: Add departments, people and agents one by one. → Organization, Agents
4. Invite the team
On the Structure → People page, add a person's email, send an invitation and pick a role. The person signs in with a temporary password and sets a new one at first login. → People and Access
5. Talk to an agent
On the Jobs page, pick an agent and start a new chat. → Chatting with an Agent
6. Automate the work
For a recurring task, set up a timed flow on the Flows page; the result lands in the relevant person's Inbox. → Autonomous Flows, Task Requests and Inbox
Interface map
The sections shown in the left sidebar depend on the person's role:
| Section | Address | Who sees it |
|---|---|---|
| Dashboard | / | Everyone |
| Structure (Departments · People · Agents · Skills · Policies) | /departments and its siblings | Department head and above |
| Organization | /org-chart | Department head and above |
| Changes | /change-requests | Department head and above |
| Flows | /flows | Agent owner and above |
| Jobs (chat) | /chat | Everyone |
| Delegation | /a2a | Everyone |
| Settings | /settings | Executive and above |
The Inbox (/inbox) has no link in the sidebar. People with the User role are taken straight to it at sign-in; others open the address in the browser. The Agents page opens at sign-in for the Agent owner role and is also reachable from the Structure tabs.
The visibility above is the interface showing menus according to role. On the server (API) side, company membership is required for all operations; some also require a role (company settings, user management, provider keys, and so on). Details: People and Access → Roles and Security.
Language and theme
Pick Türkçe or English from the selector at the top right. There are no other languages.