01.2 — Getting Started

Creating Your First Agent

Six steps from an empty workspace to your first AI-generated answer, grounded in a real document. Follow this once and the rest of the manual will make sense by reference.

1. Create the agent Click New agent in the sidebar, give it a name and a short description of what it should extract, classify, compare, or validate. The description is just for humans browsing the catalogue later — it isn't sent to the AI.
   2.1

   

   Screenshot needed getting-started/creating-first-agent-01-new-agent-dialog.png Capture: the "Create new agent" dialog with name + description fields visible.

   FIG. 2.1 — The "Create new agent" dialog.

2. Add an input property This is your first column, and it should be a file. Click Add property, set its direction to Input, and name it after what it holds — "Contract PDF," "Invoice," "Loan Agreement."
   2.2

   

   Screenshot needed getting-started/creating-first-agent-02-empty-grid.png Capture: the empty grid right after the agent is created, before any properties exist.

   FIG. 2.2 — A fresh agent, no properties yet.

3. Upload a file Add a row, then drag a PDF onto the input cell. It ingests in the background — extracted, chunked, and embedded — and the cell's status badge moves from queued to processing to done.
   2.3

   

   Screenshot needed getting-started/creating-first-agent-03-file-upload.png Capture: the drag-and-drop input cell mid-upload, with its status badge visible.

   FIG. 2.3 — Uploading and ingesting a file.

4. Add an output property Add a second property, set its direction to Output, choose an output type (start with Text), and write a prompt that references your input column by name — e.g. @Contract PDF — what is the termination notice period?
   2.4

   

   Screenshot needed getting-started/creating-first-agent-04-add-output-property.png Capture: the output property settings panel with the prompt box visible and an @-mention inserted.

   FIG. 2.4 — Writing the first prompt.

5. Run the cell Click the cell to run it. While it's working the cell shows a generating state; this happens in the background, so you can keep working elsewhere in the grid.
6. Read the result The finished cell shows the answer with small numbered citation markers. Click one to jump straight to the exact passage in the source PDF that the answer came from.
   2.5

   

   Screenshot needed getting-started/creating-first-agent-05-result-with-citations.png Capture: a completed output cell, result text visible with [1] [2] citation markers.

   FIG. 2.5 — A grounded result, ready to click into.