Getting Started

Getting Started with Agently

Get up and running with Agently in minutes. This guide takes you from sign-in to your first finished task with Jarvis.

Step 1: Sign in

Time: 2 minutes

Sign in with your email (a one-time code, no password) or with Google.

Step 2: Set up your workspace

Time: 2 minutes

On the web, a short welcome asks for your company website, lets you connect your tools, and shows what Jarvis learned about your company. See Getting started on the web. You can also set your website and company any time in Brain → Company.

Then you land in Work, on the Canvas with Needs you.

Step 3: Invite your team (optional)

Time: 1 minute

Invite teammates by email from Settings → Team (see Invite a teammate). They join as a Member. They get an email link; they choose Sign in to accept with the email the invitation was sent to. See Workspace Management.

Step 4: Connect your tools

Time: 2 minutes

See Connect an outside app for where to start, and Connect your tools for what each connection does. Agently connects to more than 80 tools through secure OAuth: you approve access on the provider's own screen, and Agently never sees your passwords.

Good first connections:

  • Outlook or Gmail, so Jarvis can help with email (Gmail is send-only)
  • Google Calendar, so it can find slots and book meetings
  • Slack, for team messaging, and to message Jarvis in Slack
  • Notion or Google Drive, if you keep docs there
  • HubSpot, if you run sales through a CRM

Mail, calendar and LinkedIn connections are personal: each teammate connects their own.

Step 5: Feed the Brain

Time: 5 minutes

The Brain is what makes Jarvis smart about your business. Your website is already in it. Open Brain and choose Add knowledge:

  • Documents, PDFs, Word files, text or Markdown
  • Memory, short notes: brand voice, pricing rules, key facts
  • Webpages, one page or a whole site
  • Images, brand assets, screenshots, diagrams

Start with: what you do, your products and pricing, your brand voice, and common customer questions. Jarvis searches the Brain when it works, so the more you add, the better it gets.

Step 6: Hand Jarvis its first task

Time: 1 minute

Choose New task in the sidebar (or press ⌘N) and describe what you need. There's no bot to pick; Jarvis covers every role. Try:

  • "Research [company name] and give me a brief on what they do, their key people, and partnership angles."
  • "Look at my calendar this week and find two 30-minute slots for client calls."
  • "Write a LinkedIn post announcing that we just launched [feature]. Check the Brain for details."

You'll see Jarvis search your Brain, use tools, and show its sources. Before it sends anything to people, it asks you first.

You can also talk to Jarvis: press ⌘⇧Space from any app (paid plans). See Use Jarvis.

A few things to know

  • /-skills, type / to run a saved Skill.
  • Attachments, drop in a file or image for Jarvis to read.
  • Permissions, on Mac, Agently asks macOS for each permission only when a feature needs it. See Grant permissions.

What's Next?

Need Help?

  • Help center, credits, Needs you, routines, the Mac app and known issues.
  • In the app, choose Contact us at the bottom of the left sidebar. The support assistant answers product questions and can file a ticket.
  • FAQ, common questions and troubleshooting.
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