Getting started

No tech skills needed — up and running in 5 minutes

Your assistant lives inside Slack, and you give it work just by typing. This page walks you through opening it, connecting your tools, and getting started — it's all just a few button clicks.

1
STEP 1
Open Slack and find your assistant

Slack is a work-chat app (like a group chat, on your phone or computer). Your assistant lives inside it, and it's named Agent.

  1. Don't have Slack yet? Download it from the official Slack download page (phone and desktop). If your company already uses Slack, just log in.
  2. Open Slack and sign in to your workspace.
  3. Find Agent under the Agents & apps section in the sidebar and click it.
  4. That conversation is where you'll hand off everything from now on.
✧ Agents & apps
AAgent
#Slack
↑ Your assistant sits in the "Agents & apps" section of the sidebar
📱
On your phone: "Agents & apps" is at the very bottom of the sidebar — you have to scroll down, so it's easy to miss. The fastest way is to type "Agent" in the search box at the top and jump straight to it. Same trick works on desktop.
A
AgentAPP9:00 AM
Hi, I'm your AI assistant 👋 Just type whatever you need — like talking to a coworker.
2
STEP 2
Just ask — type it like you'd say it

No commands to learn, no keywords to memorize. Whatever you need, just type it in plain language and the assistant does it and reports back. (It understands English, Chinese, and Japanese.)

You
You2:30 PM
Sort out my inbox

A
AgentAPP2:30 PM
Done 👆 Nothing needs a reply today — all 25 are notifications you can safely skip. Want me to pull out the important ones?

Here's the kind of thing you can say:

EMAIL

  • "Sort out my inbox"
  • "Reply to this one for me"
  • "Anything I need to reply to today?"

SCHEDULE

  • "What meetings do I have today?"
  • "Set up a meeting Tuesday afternoon"
  • "Create a meeting note"

DOCUMENTS

  • "What did we agree last time?"
  • "Find that contract"
  • "Sum it up in one page"

SALES

  • "How were yesterday's sales?"
  • "How many orders this week?"
  • "What's selling best?"
3
STEP 3 · FIRST TIME ONLY
Connect your tools (Google & Square)

To read your email, manage your calendar, and check sales, the assistant needs access to your Gmail / Google Calendar and Square. It's simple: click a button → log in → approve. Set it up once and you're done.

Connect Google (Gmail + Calendar)
  1. When you ask it to handle email or scheduling, it gives you a green button — click it.
  2. A Google sign-in screen pops up → pick your account.
  3. The most important step: when the permission list appears, tick every box (or just hit "Select all"), then click "Continue." These boxes are unchecked by default — every box you skip is a feature the assistant loses.
  4. When you see "Google connected," you're done.
A
AgentAPP11:15 AM
⚠️ This needs Google access — just click the button below to connect (your account and data are kept).
🔗 Connect Google
✅ Google connected!
Linked to your Calendar and Gmail. Try saying "What meetings do I have today?" 👋
🔵 Sign in with Google
Select what you want to grant access to
Select all
View your email messages and settings
View and download any calendar you can access in Google Calendar
⚠️ These boxes are unchecked by default — tick them all before clicking "Continue"
CancelContinue
Connect Square (for sales)
  1. When you ask about sales or orders, it gives you a "Connect Square" green button — click it.
  2. Log in with your Square account → see the permission list → click "Allow."
  3. When you see "Square connected," you're done.
A
AgentAPP6:57 PM
🔵 Connect your Square store and I can show you sales, order counts, and best-sellers.
🔗 Connect Square
✅ Square connected!
Linked to your sales data. Try saying "How were today's sales?" 👋
◼️ Square
Allow the app to access your Square account
View your orders and payment history
View your items and inventory
DenyAllow
🤔
Seeing an unfamiliar name on the authorization screen (like insforge.app or SuperAgent)? Don't worry — that's the technical service we use to securely connect to Google/Square. It's completely normal; go ahead and click "Continue / Allow."
🔒
Your data is safe. These permissions are only used to get your work done; important actions — sending email, changing your schedule — always show you first and only run after you confirm. You can also say "disconnect" in the chat anytime, or revoke access in one click from your Google/Square account settings.

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