Start here

This is the operator path for getting a useful agent in front of real people. Each step leaves you with something you can verify before you take the next one.

1. Run locally — start the dashboard, API, worker, and database.
2. Get your first grounded answer — upload a document and check its citation.
3. Create your first agent — give one agent a clear name and job.
4. Make your agent act — deliver a notice and hand a conversation to a person.
5. Embed on your website — approve an origin and test the visitor experience.
6. Invite your team — bring in the people who handle the work.
7. Prepare for production — configure the services, secrets, storage, and operational controls for your environment.

Choose a side path when it fits

• Your first API answer is the canonical register, role-bound credential, upload, and agent-chat path for a script or service.
• Set up transactional mail prepares verification, password reset, and invitation delivery.
• Human takeover explains Inbox ownership after a hand-off.
• Self-hosting operations covers backup, restore, upgrades, and worker diagnosis.

Common failure modes

• Wait for a document to reach Ready before judging the answer.
• An external notice appears in logs. Configure a Resend mail driver and verified sender before testing the hand-off.
• An embedded chat fails on a local site. Compare the exact allowed origin, including its host and port, with the browser URL.