DocsGetting started
Your first 10 minutes
Right after you create your workspace, the app walks you through setup. Here is each step and what it does.
The top of each step shows Step n of 5. You can leave with Skip to dashboard and come back. Your progress is saved, and Home shows the same steps as a checklist.
The owner of a new workspace sees five steps. People you invite see three: steps 2, 3 and 4.
1. About you#
Tell us about you and your team. Pick your role, your team size, and What should your AI do first?. This shapes the suggestions you see. It changes no settings.
2. Connect a tool#
Connect your first tool. Pick one tool your team uses every day, and connect your account. Sign-in tools open the tool's own sign-in page. Key tools ask you to paste a key, with a Setup guide next to it.
More on this in Connecting tools.
3. Add Homla to your AI#
Pick the app you use. The page shows the first step for that app: a command, a button or a URL to paste. Then it waits:
- Waiting for your AI to connect... Add Homla in your AI app and approve the sign-in. The page updates on its own.
- Your AI is connected. appears as soon as your AI calls Homla.
Full steps for each app: Connect your AI.
Until you turn on two-step sign-in, your AI connects with member access to every tool. Admin actions wait for two-step sign-in. See Two-step sign-in.
4. Test it#
Run a test call. In your AI app, ask:
Use Homla to list my team's skills.Your AI should answer with the skills in your library. The step completes when the call arrives.
5. Invite your team#
Admin actions need two-step sign-in, so the page first offers Set up two-step sign-in. Then invite people by email. See Invite your team. Press Go to my dashboard to finish.