Guides

The Getting Started Walkthrough shows the shortest path from an empty tenant to a running agent. This track goes one level deeper: ten guides, one per stage of the platform, each walking the real dashboard pages and the real API endpoints behind them — in the order a new tenant actually moves through the product.

Every guide in this track links out to the dashboard route it covers and the backend endpoints it calls. Nothing here is aspirational — if a guide mentions a button, route, or request body, it exists in the current codebase as written.

STEP 1

Connect

The connector catalog, OAuth vs. API-key setup, and syncing your first source. /connectors

STEP 2

Knowledge Graph

The Vault's Raw → Workspace → Canonical moderation pipeline, and how approval triggers CKG extraction. /vault, /knowledge-graph

STEP 3

Brain

RAG chat over your knowledge graph with citations, the multi-persona council, and automated insights. /brain

STEP 4

Agents

The workforce roster, hiring an existing engineer onto an engagement, and KG-suggested pre-built agents. /agents

STEP 5

Skills & Code

Per-agent skill credentials, the persona/code editor, and testing a customization before you save it. /agents/{id}/edit

STEP 6

Workflows

The Agent Studio drag-and-drop canvas, the real node-type palette, and starting from a Solution Template instead of a blank canvas. /workflows, /solutions

STEP 7

Evals & Monitoring

Eval runs and regression detection, the Playground, the Annotation Queue, and live Traces/Threads. /evals, /monitoring

STEP 8

Runs & Boundaries

The per-execution step timeline, workflow runs nesting real agent runs, and the per-agent Can-do / Needs-approval / Cannot-do boundaries. /runs, /agents/{id}

STEP 9

Governance: The Rule Book

Uploading a policy PDF, grounded statute synthesis, draft review, and ratifying rules that actually enforce. /gateway

STEP 10

Python SDK

Doing steps 1–4 from code instead of the dashboard: VaultClient, DomainClient, and the Agent runtime base class.

Before you start

You need a tenant and a bearer token. If you haven't registered yet, see Quick Start. Every dashboard route below lives under the authenticated (dashboard) layout — every API call below needs Authorization: Bearer $TOKEN, and most need tenant_id (either as a query parameter, or implicitly from your token — each guide says which).

What's next

Start at Step 1 — Connect, or jump straight to whichever stage you're integrating against. For the fastest possible path (skip the guided detail, just get an agent running), use Getting Started instead.