Getting Started

1. Create an Account

Sign up with your email address. You'll receive a magic link to confirm your account.

2. Add an LLM API Key

AgentPlatform uses a Bring Your Own Key (BYOK) model. Navigate to Settings → LLM Keys and add your API key from OpenAI, Anthropic, Google, or any of our 45+ supported providers.

Your keys are encrypted at rest using AES-256-GCM and never stored in plaintext. Use the Test button next to a saved key to verify it works before creating agents.

3. Connect Your Services (Optional)

Go to Settings → Connections to connect Slack, Salesforce, Jira, Notion, HubSpot, Reo.dev, or any API via a generic connection. These integrations let your agents interact with external tools.

4. Create Your First Agent

From the Agents page, click New Agent and choose an agent type:

You can start from scratch or use a pre-built GTM template (Jira Digest, Pipeline Report, Slack Standup, and more). Templates come pre-configured with instructions, schedules, and required connections.

• Freeform — custom agent with your own instructions, schedule, and tools
• Support Triage — classify and prioritize incoming support tickets via webhook
• Weather Check — monitor weather conditions for a location

Browse the agent gallery to see all types and templates.

5. Try a GTM Workflow

Pre-built templates are the fastest way to see value. For example, the Jira Digest delivers a daily summary of updated tickets, and the Pipeline Report gives a weekly Salesforce overview.

• Go to the agent gallery
• Pick a template that matches your stack
• Connect the required service (Jira, Salesforce, etc.)
• Set your timezone and schedule
• Activate the agent

The agent will run on schedule and deliver results via notification, email, or Slack.

6. Share Data Between Agents

Agents can share information using shared memory — a key-value store organized by namespaces. For example, one agent can save meeting notes that another agent references later.

• Create or edit a Freeform agent and add Memory Namespaces (e.g., notes, meetings)
• The agent gets read_memory, write_memory, and list_memories tools automatically
• Ask the agent to "remember that my favorite color is blue" — it will store this in shared memory
• On the next run (or from a different agent with the same namespace), ask "what's my favorite color?" — it reads from memory

All agents in the same organization can access shared namespaces, so a Morning Briefing agent could write summaries that a Freeform agent later references.

7. Chain Agents Together

Freeform agents can trigger other agents to create multi-agent workflows. For example, an orchestrator agent could trigger specialized agents for different tasks.

• Enable the Trigger Agent action on a Freeform agent
• The agent can now call trigger_agent with any agent name in your organization and optional context
• The triggered agent runs independently with the provided context
• View the full chain in run history — each triggered run links back to its parent

Signal chains are limited to 5 hops to prevent infinite loops. If Agent A triggers Agent B which triggers Agent A, the chain stops automatically.

8. Monitor and Manage

Use the Dashboard to see your agents' status and recent runs. Check Billing & Usage for usage stats and subscription management. Configure your Notification Preferences to control how you receive alerts (in-app, email, or both).