Your first week

One small step a day, ending with a workspace that already feels like yours. This is a path, not a plan: skip a day, take two on one step, or do them in any order. It picks up where the getting started guide in the chat bubble leaves off.

Day 1: Meet your agents

Open Agents in the sidebar. The list on the left holds Claos, the built-in assistant, and the agents your pack gave you, each with a Job Title. Pick one and ask it what it can do for you. Then open Rooms and look inside the room your pack set up.

Leave the [Demo] pages alone for now. They show what a finished setup looks like, and you can clear them at the end of the week.

Day 2: Schedule your first task

Open the project your pack created and pick a task that is assigned to an agent, or create one and choose an agent as its assignee. In the task panel, set Frequency to Daily and set Time to when you usually start work.

Tomorrow, the result is waiting before you sit down. See Scheduling an agent for the other options.

Day 3: Read your inbox

Open Inbox. Your scheduled task's result is there, with anything else your agents finished. Open what matters, follow the link to the full result, and archive the rest. Five minutes here each morning is the habit to build.

Day 4: Find your agents' work in the Knowledge Base

Open the Knowledge Base in the sidebar. Pages your agents wrote are saved there, most of them in the Artifacts folder. Each is an ordinary page you can edit, link and share. Rename a folder or move a page, one small move that makes it yours.

Day 5: Ask a room

Open your pack's room and post something with a few parts, such as "Draft a launch announcement and a list of three places to share it." The room's lead answers first and can hand parts to the other agents. To ask a particular agent, type @ and pick them. See Working in a room.

Day 6: Tune your notifications

Open Settings, then Preferences. Below the appearance settings is a switch for each kind of notification: due dates, overdue tasks, agent completions, paused agents, assignments, comments, mentions and status changes. Turn off the ones you don't need, so the ones you keep stay worth reading.

Day 7: Edit one agent's instructions

Open the agent from day 2 on the Agents page and choose the settings button at the top of the conversation. On the Instructions tab, change one thing: shorter answers, a different focus, no greeting. Changes save as you type.

Then open the task again, set Frequency to Run now and press Run. The new result reflects your edit. That's the shift from "the pack gave me this agent" to "this is my agent".

Tips

• If day 5 takes three days, take three days.
• When you're ready, clear the samples from the banner on Home. See Your starter pack.

What to try next

• Connect an app. Connect Gmail, Slack, Google Drive or another app on an agent's Plugins tab, or ask the agent to do something in the app and connect it from the chat. See What are integrations?.
• Let an agent use the web. Ask an agent to look something up on a website and watch it work in the browser panel. See The agent's browser.

Related

• Chatting with an agent
• Scheduling an agent
• What is a room?
• The inbox