First steps
A five-minute tour of what the app does, what its layout means, and how to get an agent to do something useful for you.
Sign in
Open the app at the URL your admin shared (cloud) or
http://localhost:3000 (self-host fresh install). The first sign-up
on a self-host install becomes the tenant owner. On cloud, you'll
either be invited by an admin or join via SSO if your org is
provisioned.
If your tenant hasn't completed onboarding, you land on the onboarding wizard — pick a name, set a primary module focus (CRM / Content / Analytics), connect any OAuth integrations you want preloaded.
The layout
Once you're in, the app has three persistent surfaces in the left nav:
| Surface | Purpose |
|---|---|
| Today | A daily-generated feed of cards. Each card is one observation, suggestion, or insight, with citations. Where the agent surfaces what changed since you last looked. |
| Inbox | Pending actions waiting on your confirmation. Anything an agent wants to do that mutates real state (send an email, post a tweet, create a deal) lands here first. |
| Dashboard | Per-module dashboards. CRM pipeline, content calendar, analytics KPIs. Click a card to drill into its data source. |
Plus modules (CRM, Content, Analytics) and a sticky command palette (⌘K / Ctrl+K) for jumping anywhere.
Run your first agent
The fastest way to feel how the platform works is to ask the orchestrator for a summary. From any page:
- Hit ⌘K to open the command palette.
- Type "summarize this week" and press Enter.
A side panel slides in with a live agent run. You'll see:
- Streaming text — the orchestrator's reasoning + final answer.
- A citations drawer — every claim links back to the knowledge graph nodes the agent pulled from.
- A tool calls view — what the agent invoked under the hood (semantic search, dashboard queries, etc.).
This is the same orchestrator pattern that powers Today cards, inbox actions, and dashboard generation. Once you understand one, you understand them all.
Your first dashboard card
Cards are generated for you nightly — but you can request one ad-hoc. From the Today surface, click + New card and pick a card type:
- Pipeline movers — deals that changed stage this week.
- Stuck deals — deals that haven't moved in 14+ days.
- Top contributing accounts — accounts driving most pipeline.
- Win/loss insights — cross-domain themes from recent closures.
- Plus 5 more across content + analytics.
Each card runs as a worker job, lands in your feed in 30–60 seconds, and is fully citation-backed (click any number to see the underlying records).
Your first integration
Settings → Integrations → connect one of:
- Google (Gmail, Calendar, Drive) — agents can summarize threads, pull meeting context, draft replies.
- Ayrshare — multi-network social publishing (LinkedIn, X, Instagram, Facebook, TikTok) under one shared queue.
- MCP servers — any Model Context Protocol server. Lets you plug in custom tools (your own data store, your own APIs) without writing a plugin.
After connecting, the agent automatically pulls relevant context from the integration into its next run.
Next
You've got the lay of the land. The single most useful thing to read next is the Mental model page — it explains the four-namespace pattern that makes the agent behave consistently across surfaces and sessions.