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Your First 5 Minutes

Get up and running with AgenticFlow in just 5 minutes - no technical experience required

Having trouble getting started? This guide walks you through your first successful experience with AgenticFlow, step-by-step, with actual screenshots and no assumptions about your technical background.

🎯 Goal: By the end of these 5 minutes, you'll have created and tested your first AI agent, understand how credits work, and know exactly what to do next.

Before You Start

What You Need:

  • An AgenticFlow account (if you don't have one, sign up here)

  • 5 minutes of uninterrupted time

  • No technical skills required!

What You'll Learn:

  • How to navigate the AgenticFlow dashboard

  • How to create your first AI agent in under 2 minutes

  • How to test your agent with a simple task

  • How the credit system works

  • Where to get help when you're stuck

Step 1: Your Dashboard Tour (30 seconds)

When you first log into AgenticFlow, you'll see the Marketplace:

Key Areas to Know:

  1. Top Bar: Quickly search templates and manage your profile and projects.

  2. + Create Buttons: Blue buttons to create new agents or workflows.

  3. Left Sidebar: Navigate Marketplace, AI Studio (Agents, Workflows, Connections), AI Chat, Documents, and Settings.

  4. Credits Remaining: See how many credits you have left to run agents and workflows.

  5. Main Area: Browse, select, and use templates.

  6. Copilot chat: AI Assistant helps answer your questions about AgenticFlow based on system documentation.

💡 Tip: If your screen looks different, you might be in a different section. Click "Home" in the left sidebar to get to your dashboard.

Step 2: Create Your First Agent (2 minutes)

Let's create a simple AI assistant. AgenticFlow has a sophisticated agent system, but we'll start simple.

2.1 Start Creating an Agent

  1. Click the "+ Create Agent" button in the top right corner

  2. Enter basic information:

    • Agent Name: My Writing Assistant

    • Description: Helps me write better emails and content

  3. Click "Create Agent"

2.2 Configure Your Agent (The Real Power)

After creation, you'll see the agent configuration interface with multiple tabs. For now, we'll just set up the basics:

  1. Click the "System Prompt" tab

  2. Replace the default prompt with this:

  1. The system auto-saves - you'll see a checkmark when saved

💡 Advanced Note: AgenticFlow agents can do much more (connect to 300+ tools, use knowledge bases, manage tasks, etc.) but we're starting simple.

Step 3: Test Your Agent (1 minute)

Now let's make sure your agent actually works.

3.1 Start a Conversation

  1. Click "Chat" or "Test" to open the chat interface

  2. Type this test message: "Help me write a professional email to thank a client for their business"

  3. Press Enter or click Send

3.2 See the Magic Happen

Your agent should respond with a helpful email template within 10-20 seconds.

3.3 What If Nothing Happens?

If your agent doesn't respond:

  • Check your internet connection

  • Make sure you have credits remaining (top right corner)

  • Try a shorter, simpler message like "Hello"

  • If still stuck, join our Discord for instant help

Step 4: Understand Credits (30 seconds)

Notice the credit counter in the bottom left? Here's what you need to know:

How Credits Work:

  • Each agent interaction costs 3-4 credits

  • You get free credits to start with

  • Different actions cost different amounts

  • You can see your usage in Settings > Billing

Don't Worry About Running Out:

  • The platform will warn you before you run out

  • You can purchase more credits or upgrade your plan

  • Free tier is generous enough for learning and testing

To view usage details, go to Settings (click your profile avatar or the bottom-left gear icon) → Usage.

Step 5: What's Next? (1 minute)

Congratulations! You've successfully:

  • ✅ Created your first AI agent

  • ✅ Tested it with a real task

  • ✅ Understood how credits work

Immediate Next Steps

Try These Simple Tasks with Your Agent:

  • "Help me write a follow-up email"

  • "Make this text more professional: [paste some text]"

  • "What's a better way to say 'please let me know'?"

When You're Ready for More:

  1. Explore Templates: Click "Templates" to see pre-built agents

  2. Create a Workflow: Try the visual workflow builder

  3. Add Tools: Connect your agent to Gmail, Slack, or other apps

  4. Join the Community: Discord for tips and help

Getting Help

If Something Doesn't Work:

  1. Check the FAQ: Common issues and solutions

  2. Join Discord: https://qra.ai/discord - Real people, real-time help

  3. Email Support: support@agenticflow.ai

  4. Community Forums: https://community.agenticflow.ai

Documentation that Actually Helps:

Troubleshooting Common Issues

"I can't find the Create Agent button"

  • Make sure you're on the main dashboard

  • Look in the top right corner for blue buttons

  • Try refreshing the page

"My agent isn't responding"

  • Check you have credits remaining

  • Try a simpler message first

  • Check your internet connection

"The interface looks different from the screenshots"

  • We update the interface regularly

  • Core functionality remains the same

  • Contact support if you're completely lost

"I'm out of credits already"

  • Free tier includes substantial credits for testing

  • Check Settings > Billing to see usage

  • Consider upgrading if you're using it actively

🎉 Success! You've completed your first 5 minutes with AgenticFlow. You now know more than 80% of new users and have a working AI agent you can improve and expand.

Questions? We're here to help - join our Discord and say hello!

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