Getting Started

Getting Started with Agently

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

Step 1: Create Your Account

Time: 30 seconds

Head to agently.dev and sign up:

  • Email, enter your email and get a one-time code. No password to remember.
  • Google, sign in with your Google account in one click.

Step 2: Set Up Your Workspace

Time: 1 minute

After signing in, a quick onboarding flow gets your workspace ready:

  1. Name your workspace, usually your company or team name.
  2. Describe your business, a short description helps Jarvis understand your context from the very first message.
  3. Pick a plan, choose the plan that fits (Plus, Pro, or Team; Enterprise is custom).

You'll land in the Command Center, your home base, where you'll direct Jarvis.

Step 3: Invite Your Team (Optional)

Time: 1 minute

Open Settings → Members, enter a teammate's email, choose their role, Admin (manage workspace settings and members) or Member (use all features), and send the invite. They'll get an email link to join. You can always do this later. See Workspace Management.

Step 4: Connect Your Tools

Time: 2 minutes

Go to Brain → Integrations to connect the tools Jarvis will use. Agently supports 67 integrations through secure OAuth, you authorize on the provider's own screen, and Agently never sees your passwords.

Recommended first connections:

  • Gmail, so Jarvis can help with email
  • Google Calendar, so it can manage scheduling
  • Slack, for team messaging
  • Notion or Google Drive, if you keep docs and knowledge there
  • HubSpot, if you run sales through a CRM

Connected tools sync content into your Brain and, for supported apps, let Jarvis take action on your behalf. Add more anytime.

Step 5: Feed the Brain

Time: 5 minutes

The Brain is what makes Jarvis smart about your business. Open Brain in the sidebar and add knowledge:

  • Upload documents, drag in PDFs, Word docs, or text files
  • Add snippets, brand guidelines, product descriptions, FAQs
  • Save web pages, paste URLs and Agently reads and stores them

Start with these essentials:

  1. Company description and what you do
  2. Key product or service information
  3. Brand voice guidelines
  4. Common customer questions and answers

Jarvis searches the Brain automatically when it works, so the more relevant knowledge you add, the better it performs.

Step 6: Hand Jarvis Its First Task

Time: 1 minute

In the Command Center, just describe what you need in plain language, no need to pick a specialized bot, Jarvis covers every role. Try a first prompt:

  • "Research [company name] and give me a brief on what they do, their key people, and potential 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."

As it works, you'll watch it search your Brain, use tools, and cite its sources. For quick asks, chat is perfect; for work you'll repeat, save it as a Mission.

A few things to know in chat

  • @-mentions, type @ to reference a specific page, Brain item, or task as context.
  • /-skills, type / to run a saved Skill (a playbook Jarvis follows your way).
  • Attachments, drop in a file or image for Jarvis to read.
  • Live progress, a tool timeline shows each action, and citations show where facts came from.

What's Next?

Need Help?

  • In-app support, click the support chat widget in the bottom corner; it answers product questions and can file a ticket.
  • FAQ, Common questions and troubleshooting.
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