Get started

The agent works as a doer: it pulls data from your services and files, does the work and hands back a document. Below are six steps to your first result. The details of each step live on their own page, linked at the end of the line.

1. Sign in

Open the sign-in page and sign in with your email, Yandex, Google or Apple. If you came from MoySklad, Bitrix24 or Megaplan, press Sign in through the marketplace: Sam Reshu in MoySklad.

2. Meet your first agent

On your first sign-in the app asks what your company does and sets up a first agent for your field. The Pro trial week starts without a card, from the button in the offer or with your first message to the agent. There is no free plan: Plans.

3. Hand it a first task

Write the way you would to a coworker: what to take, what to do, in what form to deliver. Attach an export as a file.

Here is a month of sales. Calculate revenue and margin per product, find the 10 biggest drops and deliver an Excel file, one row per product.

How to phrase it: How to phrase a task. What to ask in your field: Example tasks. Which files the agent reads and delivers: Files.

4. Answer the agent's card

When the agent needs your answer or your consent to an action, it puts a card in the chat and waits. What you can allow in advance: Approving actions.

5. Connect a service

To let the agent pull the numbers itself, connect a marketplace, CRM, 1C, bank or mailbox under Integrations. If a task needs a service, the agent puts a connection card in the chat itself: Integrations.

6. Make it a routine

Once the result is right, say in the same chat how often to repeat it:

Great, make this report every Monday at 10:00 in the same form.

How tasks work and where the result arrives: Scheduled tasks.

What's next

Frequently asked questions

How do I start working with the agent?

Give it a task you normally do by hand, on your own data: attach an export as a file or connect a service you use daily. A finished file tells you more than a list of features.

What should I ask the agent first?

Your own working task, not "what can you do". For example: "Calculate revenue and margin per product for June, compare with May and show the 10 biggest drops. Deliver as a spreadsheet."

Do I need a card to try it?

No. The Pro trial week starts without a card. There is no free plan, so without a plan or the trial week the agent will not take on work.

See also

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