Getting started

Before you begin

You will need an email address and, ideally, one account you want your agents to work with — a Gmail or Outlook inbox, a CRM, or a Notion workspace. That is enough to see real results on day one. Everything below happens in the web app; you can add the WhatsApp and desktop channels later.

Set up in six steps

1. 1
   Create your account

   Sign up with your email or a Google/Microsoft account. Sign-in is handled by Clerk, so you get verified email, secure sessions, and optional multi-factor authentication out of the box. Verify your email when prompted.

2. 2
   Create your workspace

   A workspace is your company’s home in AgentCorp — its own agents, billing, knowledge base, and members. Give it your company name. If you were invited by a teammate, you will join their workspace instead of creating a new one. See the workspace guide for how organizations, workspaces, and seats fit together.

3. 3
   Meet Alex

   Alex is your executive assistant and the primary interface to the whole team. Open the chat and say hello. You do not pick which agent to talk to — you talk to Alex, and Alex brings in Sam (sales/CRM), Riley (finance), or Taylor (marketing) as the work requires. Try: “Give me a two-line summary of what you can help with.”

4. 4
   Connect your first integration

   Head to Integrations and connect one tool — Gmail is the most common first choice. You authorize it over OAuth, so AgentCorp never sees your password and you can revoke access at any time. Grant only the scopes you are comfortable with. The integrations guide covers each connector in detail.

5. 5
   Run your first task

   Ask Alex for something real and self-contained. Good first tasks are read-only or draft-only, so you can watch the agents work without anything leaving your account:

   “Look through my inbox from the last three days, group the unread messages by topic, and tell me which three need a reply today.”

   Alex will plan the task, do the work (reading your inbox through the connection you just authorized), and report back. Each agent action spends roughly one credit; heavier operations like deep research cost more. You can follow along as the work happens.

6. 6
   Approve your first outbound action

   Now ask for something that leaves your account, such as “Draft a reply to Dana and send it.” Instead of sending immediately, AgentCorp pauses and shows you an approval: the real recipient, the subject, and the full message body. Read it, edit if needed, then approve or reject. Nothing sensitive or outbound happens without this checkpoint.