Onboarding tour

This is the shared path for everyone in your organization: get in, have a first conversation, make an agent, and see how work is organized for a team.

Connecting apps, knowledge, files, and jobs needs extra access. Those are linked after the tour so people who cannot do them are not blocked.

Once you begin, a bar at the bottom carries Back, Next, and where you are. The page's own "what's next" links step aside, so there is only ever one way forward. You can leave and pick up later in this browser. Exit tour returns every page to normal.

Start the tour →About 15 minutes. You can leave and pick up later.

Get in

Sign in with your team and land on chat.

1. 1
   Getting started

   Create an account or sign in, invite your team, and land on chat.

Work together

A first live conversation, then your first agent.

2. 2
   Chat basics

   Have a first conversation, add a document, and @mention an agent so the team can work in one thread.

3. 3
   What is an agent

   Agents are AI coworkers with their own skills, tools, and knowledge. Your team talks to them in chat.

4. 4
   Create an agent

   Build your first one in chat or in the editor.

Your organization

How work is governed, grouped, and scaled.

5. 5
   AI GovernanceAdmins

   Organization admins set which apps are allowed, how output is filtered, and which agents the company can use. Skip this if you are not an admin.

6. 6
   What is a job

   When one conversation is not enough, a job is how several agents run a process together.

7. 7
   Departments

   How your company groups agents and jobs so each team finds its own work.

Make it yours

So nothing has to be re-explained.

8. 8
   Memory

   Memory is how Ordify remembers you and your organization, so nothing has to be re-explained.

9. 9
   Import memoryOptional

   Already use another AI assistant? Bring across what it knows about you, so your agents start with that context.

After the tour

If you can connect apps, add knowledge, or build jobs — typically organization admins and builders — do these next. Skip any you cannot open in the app.

• Connect an app — let an agent work in Gmail, Slack, Sheets, and the rest of your stack
• Create and edit files — spreadsheets and documents from a conversation
• What is Knowledge — ground an agent in your own documents
• Create a job — assemble a team of agents on the Job Builder canvas

Everyone else can come back to those when they have access. Until then:

• Architecture overview — the org-chart view of agents, jobs, and departments
• Prompting guide — how to write requests so they land
• Skills — reusable instruction sets for specific workflows
• Scheduling and triggers — jobs that start on their own
• Integrations — Slack, Discord, your own web app, or the API
• Credits and usage — how consumption is measured