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Getting Started

Getting Started

Navigate the dashboard, understand the agent model, and make your first request.

Welcome to the platform. This guide walks you through the dashboard layout, explains the core concepts, and helps you make your first AI-powered request in under five minutes.

The Dashboard at a Glance

After signing in you land on the main dashboard. The left sidebar is your primary navigation and is split into four sections:

  • Dashboard — your home base, showing recent activity and quick access to your agents.
  • Agents — start a conversation with any of your specialized AI agents.
  • Tasks — run pre-built one-shot templates (social posts, image generation, receipt scanning, contract analysis).
  • Assets — a searchable library of everything your agents have ever produced.
  • Workflows — create and manage background workflows that run on a schedule.

The Agent Model

Everything in this platform is powered by agents. An agent is a focused AI assistant with a specific role, a set of tools, and clear instructions about what it should (and shouldn't) do.

When you type a message, an orchestrator reads your intent and routes it to the most appropriate agent. You rarely need to think about which agent to use — just describe what you need and the system picks the right specialist.

Specialized agents available:

  • Content Strategist — social copy, blog outlines, SEO drafts, hashtag research
  • Reel Generator — short-form video scripts and captions for Instagram, TikTok, and YouTube Shorts
  • Script Writer — long-form scripts for YouTube videos, podcasts, and webinars
  • Thumbnail Creator — visual concept briefs and AI-generated cover images
  • Receipt Scanner — structured data extraction from receipt photos
  • Legal Analyzer — clause identification, risk flagging, and obligation extraction from documents

Your First Request

  1. Click Agents in the sidebar.
  2. Select the agent that matches your goal — or pick General Assistant if you're unsure.
  3. Type your request in the chat input. Be specific: include the topic, platform, tone, or any other relevant detail.
  4. The agent will run, potentially calling tools in the background (web search, image generation, etc.), and stream its response directly into the chat.

Tip: The more context you give, the better the output. "Write a LinkedIn post about our new feature" produces better results when you also include what the feature does, who it's for, and what tone to use.

What Happens to Outputs

Any content your agents generate — images, social posts, reports, outlines — is automatically captured in your Asset Library. You don't need to copy-paste or save anything manually. Head to /dashboard/assets at any time to find, preview, and download past outputs.

Next Steps