Getting Started

Core Concepts

Agently is an AI operating system for your company. Instead of a chatbot bolted onto your tools, it gives you three things that work as one: a single agent (Jarvis) that does real work, a Brain that learns your company and gets smarter over time, and a workspace where that work gets run, tracked, and shipped.

This page is the map. Each concept has its own deep-dive linked inline.

Workspace

Your workspace is your company's home base. Everything lives inside it, your agent, your Brain, your connected apps, your tasks, pages, and billing.

  • You can belong to multiple workspaces (handy if you run several businesses or teams).
  • Each workspace has its own Brain, its own integrations, and its own billing.
  • Members have roles (Owner, Admin, Member) that control what they can do. See Workspace Management.

Jarvis, your agent

Jarvis is the one AI agent that runs your workspace. You don't pick a bot for the job, you describe the outcome, and Jarvis plans the work, pulls context from your Brain, acts through your connected apps, and delegates heavy sub-tasks to focused sub-agents when needed.

This replaces the old model of separate named agents. One orchestrator now covers sales, operations, marketing, customer success, and research. See Meet Jarvis.

Brain

The Brain is your company's knowledge, stored as a temporal knowledge graph, a web of connected facts, each tagged with when it was true and where it came from. When Jarvis answers, it searches the Brain and returns cited, time-aware context, so responses are grounded in your reality instead of generic AI guesses.

You fill it three ways: upload files and notes, connect apps so it syncs automatically, or let Jarvis save things as it works. The more it holds, the sharper your agent gets. See Brain.

Work

Work is the queue where every task in your workspace lives, the ones you hand Jarvis and the ones a Routine fires on a schedule. It is the screen you open most.

The idea underneath it: a task is a briefing, not a sticky note. What you write in a task is exactly what gets handed to the agent when it runs. The card is the prompt.

The same queue is drawn three ways. List groups tasks by what you should do about them (needs you, running, today, this week, done). Board shows them as columns (queued, running, needs someone, done today). Canvas lays them out spatially for planning. See Work.

The review loop

A finished task does not close itself. It comes back to you with its output attached, and you either leave feedback and run it again, with your notes as context, or ship it. Because the brief and every revision stay on the task, you can reopen it weeks later and run it again on fresh data.

Routines

A Routine is a standing instruction: every Monday, send me the churn report. You write it as a sentence and Jarvis reads the schedule out of it. Routines hold the instruction; their runs land in Work on the day they run. Each one says plainly whether it asks before shipping or runs unattended. See Routines.

Skills

Skills are reusable playbooks that teach Jarvis to do a specific job your way. Each skill is a set of instructions the agent follows on demand, for example, draft an X post in my voice or turn research into a cited digest. Agently ships built-in skills, and you can install more from the marketplace or author your own (by hand or with AI help). See Skills.

Pages

Pages are Agently's document workspace, notes, presentations, spreadsheets, and interactive artifacts in a block-based editor. Pages can be kept private, shared by link, gated to capture leads, or published as a live website at a youpage.agently.dev address. Jarvis can draft and edit Pages for you. See Pages.

Integrations

Integrations connect the tools you already use. Agently supports more than 100 integrations through secure OAuth, your agent reads context from them into the Brain and takes action through them on your behalf, and your passwords are never exposed. Connections are made at the workspace level, so the whole team benefits. See Integrations.

Approvals

When Jarvis runs unattended, anything that would leave your company stops and waits for you. Approvals is that queue: each item shows the exact payload the agent assembled, and you approve it or reject it. Reads and writes inside your own tools run on their own; destructive actions are blocked outright. In a normal conversation nothing is queued, because you are watching every step. See Approvals.

Ordinary notifications, task updates and workspace events, arrive in a real-time drawer rather than here.

How It All Works Together

  1. Your Workspace holds everything.
  2. You fill the Brain with company knowledge, by upload and by connecting apps.
  3. You connect integrations: email, calendar, CRM, and the rest.
  4. You hand Jarvis a task in Work, or write a Routine so it happens on a schedule.
  5. Jarvis reads the Brain, follows any relevant Skills, and acts through your Integrations.
  6. Output gets written up in Pages and reviewed back on the task.
  7. Anything an unattended run wants to send outside the company waits for your sign-off in Approvals.

Every piece connects. A single brief can search your Brain, draft a Page, create follow-up tasks, send an email, and repeat weekly.

Next Steps

← Getting StartedMeet Jarvis →