> ## Documentation Index
> Fetch the complete documentation index at: https://agentheya.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Create and share your first AI agent in under 10 minutes.

<Steps>
  <Step title="Sign up">
    Create an account at [agentheya.com](https://agentheya.com) and log in to the dashboard. You'll land on the agent list — your workspace.
  </Step>

  <Step title="Create an agent">
    Click **Create Agent**. Give it a name — this becomes part of its public URL. For example, if you name it `billing-helper`, it will live at `agentheya.com/agent/billing-helper`.

    You can rename it anytime from the **Details** page.
  </Step>

  <Step title="Tell it what to do">
    Open the **AI Helper** tab. Describe your agent in plain language — what it does, who it's for, and how it should behave:

    ```text theme={null}
    I want an agent that helps SaaS customers troubleshoot billing questions.
    It should be polite and concise, ask clarifying questions before escalating,
    and always offer to connect them with a human if it can't help within 2 exchanges.
    ```

    The AI Helper writes the purpose, rules, and behaviour guidelines for you. Review the proposal and click **Apply** to save it.

    You can refine it by continuing the conversation: "Make the tone more casual" or "Add a rule that it should never discuss competitor pricing."
  </Step>

  <Step title="Enable tools">
    Go to the **Tools** tab. Toggle on the tools your agent needs.

    Common choices:

    * **Web search** — lets the agent look up current information
    * **Collect form** — structured intake (name, email, issue type)
    * **Send email** — sends confirmation or follow-up emails
    * **Human handoff** — escalates to you or your team

    Each tool has a description telling the agent when and why to use it — the agent decides on its own during conversations.
  </Step>

  <Step title="Add knowledge (optional)">
    Go to **Data → Public** and upload files the agent should know about: your help docs, FAQ, pricing page, product specs. The agent searches them automatically when a user asks a relevant question.

    Supported: PDF, Markdown, plain text, CSV, JSON, DOCX.
  </Step>

  <Step title="Preview and test">
    Click **Preview** in the sidebar to open a sandboxed chat. Talk to your agent as if you were a user. Try edge cases:

    * Ask something it should know (from your uploaded docs or purpose)
    * Ask something it should decline (check your rules)
    * Trigger a tool (ask "what's the weather?" if you enabled web search)

    Go back to **AI Helper** to iterate. "The agent is too verbose — tighten the rules." or "Add an example where the user asks about a refund."
  </Step>

  <Step title="Share it">
    When you're happy with the behaviour:

    1. Go to **Details** and set visibility to **Public**.
    2. Share the agent's web chat URL: `https://agentheya.com/agent/{your-agent-name}`.

    Your agent can be accessed in several ways:

    * **Web chat** — send the URL directly, paste it in an email, or add a button to your website
    * **Embedded widget** — add a JavaScript snippet to your website to embed a chat widget, or embed the URL in an `<iframe>` ([docs](/sidebar-menu/web))
    * **OpenAI-compatible API** — call the agent from any app using the standard OpenAI SDK, just pointing at a different base URL ([docs](/openai-compatible-api))
    * **MCP server** — expose the agent as a tool in Claude Desktop, Cursor, Zed, or any MCP-capable host ([docs](/mcp-server))
    * **Schedules** — run the agent automatically on a timer without anyone sending a message ([docs](/sidebar-menu/schedules))
  </Step>
</Steps>

## What's next

<CardGroup cols={2}>
  <Card title="AI Helper" icon="wand-magic-sparkles" href="/ai-helper">
    Use conversation to configure every part of your agent.
  </Card>

  <Card title="Configuration" icon="sliders" href="/configuration">
    Understand every setting and what it controls.
  </Card>

  <Card title="Tools" icon="wrench" href="/sidebar-menu/tools">
    Add custom tools that connect your agent to any API.
  </Card>

  <Card title="Deploying your agent" icon="rocket" href="/sidebar-menu/overview">
    Chat link, REST API, MCP server, and scheduled runs.
  </Card>
</CardGroup>