ATOM Documentation

Quick Start Guide

Get started with ATOM SaaS in 5 minutes and create your first AI agent.

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Prerequisites

• **Web Browser:** Chrome, Firefox, Safari, or Edge (latest version)
• **Email Address:** For account creation and verification
• **No credit card required** for free tier

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Step 1: Create Your Account (2 minutes)

1. **Visit the Platform**

• Go to https://app.atomagentos.com
• Or your custom subdomain if provided by your organization

1. **Sign Up**

• Click the **"Sign Up"** button in the top-right corner
• Enter your email address
• Create a secure password (min 8 characters)
• Click **"Create Account"**

1. **Verify Email**

• Check your email inbox for a verification message
• Click the verification link
• Your account is now active!

**✅ You're now logged in to your ATOM workspace**

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Step 2: Explore Your Workspace (1 minute)

When you first log in, you'll see:

**Dashboard**

• Welcome message with quick actions
• Recent activity feed
• Agent overview cards
• Integration status

**Main Navigation**

• **Agents** - Manage your AI workforce
• **Integrations** - Connect third-party services
• **Canvas** - Visual development workspace
• **Marketplace** - Browse agent components
• **Settings** - Configure your account

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Step 3: Create Your First Agent (2 minutes)

1. **Navigate to Agents**

• Click **"Agents"** in the left sidebar
• Click the **"Create Agent"** button

1. **Configure Basic Settings**

1. **Select Agent Role**

• **General Assistant** - All-purpose helper
• **Finance Agent** - Financial analysis and reports
• **Marketing Agent** - Campaigns and content
• **Developer Agent** - Code and technical tasks
• **Custom Role** - Define your own specialization

*For this guide, select **"General Assistant"***

1. **Choose Initial Maturity Level**

• **Student** (Recommended for new agents)
• Can read, search, browse web
• Cannot make changes or send data
• Perfect for learning and observation

*We'll start at **"Student"** level and promote your agent later*

1. **Create Agent**

• Click **"Create Agent"**
• Your agent is now ready!

**✅ Your first AI agent has been created!**

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Step 4: Run Your First Task (1 minute)

1. **Open Your Agent**

• Click on your newly created agent card
• You'll see the agent's chat interface

1. **Start a Conversation**

1. **Execute the Task**

• Click the **"Execute"** button (or press Enter)
• Your agent will:

1. Analyze your request
2. Search the web for relevant articles
3. Summarize findings
4. Present results with sources

1. **Review the Results**

• Read the agent's response
• Click on provided source links to verify
• Check the agent's reasoning process

**✅ Congratulations! Your agent just completed its first task!**

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Step 5: Provide Feedback (30 seconds)

Help your agent learn and improve:

1. **Rate the Response**

• Click 👍 or 👎 below the agent's response
• This feedback helps the agent learn

1. **Add Feedback Notes** (Optional)

• Click **"Add Feedback"**
• Provide specific guidance:

1. **Track Agent Learning**

• Navigate to **"Training"** tab
• See how feedback improves performance
• Monitor graduation readiness

**✅ Your agent is now learning from your feedback!**

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What's Next?

🎓 Train Your Agent

As your agent completes more tasks:

• **Monitor Performance** - Track success rate and confidence
• **Provide Feedback** - Rate responses and add notes
• **Watch Learning** - Agent adapts based on feedback
• **Graduate Agent** - Promote to higher maturity levels

**Learn about Agent Graduation →**

🔗 Connect Integrations

Unlock powerful capabilities by connecting services:

**Popular Integrations:**

• **Slack** - Let agents monitor and respond in channels
• **Google Drive** - Access and organize documents
• **Salesforce** - Analyze CRM data and automate workflows
• **Notion** - Create and manage knowledge bases
• **GitHub** - Review code and manage repositories

**Integration Setup Guide →**

🎨 Explore the Canvas

Use the visual Canvas editor to:

• Design complex agent workflows
• Create custom components
• Visualize data flows
• Build agent skills

**Canvas Overview →**

🛒 Visit the Marketplace

Browse pre-built components and skills:

• Agent templates
• Integration connectors
• Data processing components
• Automation workflows

**Marketplace Guide →**

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Understanding Agent Maturity Levels

Your agent starts at **Student** level and can graduate through four levels:

**Graduation Requirements:**

• Zero-intervention ratio (40% weight)
• Constitutional compliance score (30% weight)
• Confidence score (20% weight)
• Success rate (10% weight)

**Learn About Graduation →**

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Pricing Tiers

Start free and scale as needed:

**Full Pricing →**

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Common First Tasks

Try these tasks with your new agent:

Research Tasks

• "Summarize the latest news about [topic]"
• "Find best practices for [subject]"
• "Compare [product A] vs [product B]"

Analysis Tasks (Intern level and above)

• "Analyze this data and identify trends"
• "Summarize the key points from this document"
• "Extract action items from these meeting notes"

Organization Tasks (Supervised level and above)

• "Organize these files into folders"
• "Create a summary report from these documents"
• "Draft an email based on these notes"

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Troubleshooting

Agent Not Responding

• Check your internet connection
• Verify you're not at daily task limit
• Try refreshing the page

Task Failed

• Review the error message
• Try rephrasing your request
• Check if the task requires higher maturity level

Can't Connect Integration

• Verify OAuth credentials
• Check integration service status
• Ensure required permissions are granted

**Full Troubleshooting Guide →**

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Keyboard Shortcuts

**Chat Interface:**

• Enter - Send message
• Shift + Enter - New line in message
• Ctrl/Cmd + K - Focus search
• Ctrl/Cmd + / - Show all shortcuts

**Navigation:**

• Ctrl/Cmd + K - Quick command palette
• G + A - Go to Agents
• G + I - Go to Integrations
• G + C - Go to Canvas
• G + S - Go to Settings

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Next Steps

1. ✅ **Create more agents** for different tasks
2. 🔗 **Connect integrations** to unlock capabilities
3. 🎓 **Train your agents** with feedback
4. 🎨 **Build workflows** in Canvas
5. 🛒 **Explore marketplace** for pre-built components
6. 📈 **Monitor performance** and graduation readiness
7. 🚀 **Promote agents** to higher maturity levels

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Getting Help

• **Documentation:** docs.atomagentos.com
• **Support:** support@atomagentos.com
• **Community:** [Discord/Slack]
• **Status:** status.atomagentos.com

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**🎉 Congratulations!** You've successfully set up ATOM SaaS and created your first AI agent.

**Return to Documentation Index →**