Getting Started with Agently

Get up and running with Agently in under 5 minutes. This 6-step guide walks you through creating an account (passwordless, no credit card required), setting up your workspace, connecting your tools via 100+ integrations, building your AI knowledge base, and chatting with your first AI agent.

Step 1: Create Your Account

Time: 30 seconds

Head to agently.dev and sign up. You can create an account with:

• Email — Enter your email and receive a one-time code. No password to remember.

• Google — Sign in with your Google account in one click.

No credit card required to get started.

Step 2: Set Up Your Workspace

Time: 1 minute

After signing in, you'll be guided through a quick onboarding flow:

1. Name your workspace — Usually your company or team name

2. Describe your business — A brief description helps your agents understand your context from the start

3. Choose your plan — Select the plan that fits your needs (Starter, Pro, or Enterprise)

Your workspace is now ready. You'll land on the home page where Nexus, your workspace guide, will greet you.

Step 3: Invite Your Team (Optional)

Time: 1 minute

Go to Settings in the sidebar and navigate to the team management section. From there you can:

1. Enter your teammate's email address

2. Choose their role:

   • Admin — Can manage workspace settings and members

   • Member — Can use all features but can't change workspace settings

3. Send the invitation

They'll receive an email with a link to join your workspace. You can skip this step and invite team members later.

Learn more: Workspace Management

Step 4: Connect Your Tools

Time: 2 minutes

Head to Settings > Integrations to connect the tools your agents will use. Agently supports 100+ integrations via Composio. Each connection uses secure OAuth — you'll be redirected to the service to authorize access, and Agently never sees your passwords.

Recommended first connections:

• Gmail or Outlook — So agents can help with email

• Google Calendar or Outlook Calendar — So agents can manage scheduling

• Slack or Microsoft Teams — For team communication

• Notion or Google Drive — If you use them for docs and knowledge

You can always add more integrations later — from CRMs like HubSpot and Salesforce to project tools like Jira and GitHub.

Step 5: Feed the Brain

Time: 5 minutes

The Brain is what makes your agents smart about your business. Head to Brain in the sidebar and start adding knowledge:

• Upload documents — Drag and drop PDFs, Word docs, or text files

• Add snippets — Quick text entries like brand guidelines, product descriptions, or FAQs

• Save web pages — Paste URLs and Agently will read and store the content

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

Your agents automatically search the Brain when responding, so the more relevant knowledge you add, the better they perform.

Step 6: Chat with Your First Agent

Time: 1 minute

Head to Workforce in the sidebar to see your team of agents. Pick one that matches what you need:

Click on an agent to start a conversation. Type your request in plain language — be specific about what you want.

Example first prompts:

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

• "Look at my calendar for 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."

Understanding the Chat Interface

Once you're chatting with an agent, here are the key features:

What Is Fast Mode vs Smart Mode?

At the bottom of the chat, you'll see a toggle between Fast and Smart mode:

• Fast — Quick responses for straightforward tasks. Lower credit usage. Use this for simple questions, quick drafts, and routine requests.

• Smart — Extended thinking for complex analysis. Higher credit usage. Use this for deep research, strategic planning, or nuanced work.

How Do @Mentions Work?

Type @ in the chat to reference specific items from your workspace:

• Pages — Reference a specific document

• Knowledge items — Reference an item from your Brain

• Tasks — Reference a task from your Spaces

This gives the agent direct context about what you're referring to, so it doesn't have to search.

Can I Upload Files in Chat?

Yes. Click the attachment icon to upload files or images directly in the conversation. The agent will read and analyze them as part of the conversation.

What Are Tool Action Indicators?

When an agent uses a tool (like sending an email or creating a task), you'll see a pill-shaped indicator showing what it's doing. This keeps you informed about the actions being taken on your behalf.

What's Next?

You're set up and ready to go. Here are the best next steps:

• Chatting with Agents — Deep dive into prompts, modes, and advanced features

• Meet Your Workforce — Learn what each agent specializes in

• Use Cases & Playbooks — Copy real workflows for sales, marketing, ops, and more

• Brain Guide — Build a knowledge base that supercharges your agents

Need Help?

• Ask Nexus — Your workspace guide on the home page can answer questions about how to use Agently

• In-app support — Click the support chat widget in the bottom corner to reach our team

• FAQ — Answers to common questions and troubleshooting