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Quickstart

This is the fastest path to seeing a Syntrum agent do real work: create an account, hire an agent, connect one tool, watch its first task, and clear its first approval. Set aside about ten minutes.

Before you start, have one work tool in mind that you can authorize — Gmail, Slack, a CRM, or similar. You'll connect it in step 4 using its normal sign-in screen.

1. Create your account#

  1. Go to the Syntrum landing page and select Create your first agent (or Get Started).
  2. On the sign-up screen — titled Hire your first agent — enter your Full Name, Email, and a Password (at least 8 characters, with an uppercase letter, a lowercase letter, and a number).
  3. Accept the Terms of Service and Privacy Policy, then choose Create account. You can also continue with a connected sign-in provider instead.

Your account is created immediately, and a workspace is provisioned for you. A workspace is your company's container for agents, tools, and data — see Agents, workspaces & integrations.

2. Answer the onboarding questions#

After your account is created, a short guided stepper personalizes your setup. It has six steps, shown in the progress rail: Use Case, Help Needed, About Work, Main Goal, Autonomy, and AI Team.

  1. Choose how you'll use your AI team — For my business, For my job, or For my personal life.
  2. Pick the areas you want help with, tell us about your work (a website or a short description), and choose your main goal.
  3. On Autonomy, set how independent your agents should be: Ask before acting (Conservative), Act unless risky (Balanced), or Fully automatic (Autonomous). This sets the default approval level for every agent and can be changed later.
  4. On AI Team, select the recommended agents you want and choose Deploy team (or Finish).

In a hurry? Select Skip for now at any point to jump straight to the dashboard. You can hire agents from there whenever you're ready.

You'll land on your Home dashboard.

3. Get your bearings on Home#

Home is your daily hub. Take ten seconds to notice:

  • The KPI strip — Actions today, Success rate, Time saved, Avg approval response, Agents active.
  • Live activity — the timeline where your agents' actions appear as they happen.
  • Needs you — approvals and conversations waiting on you.
  • Your team — each agent with a live status dot.
  • Setup — a checklist that tracks your first steps.

For the full tour, see Navigating the dashboard.

4. Hire an agent from a template#

If you didn't deploy a team during onboarding, hire one now.

  1. In the sidebar, open Agents, then select Hire New Agent (or use Create → New Agent).
  2. On Template, pick a pre-built blueprint that matches the work you want done, then Continue.
  3. On Configure, give the agent a Name and an optional Description, then Continue.
  4. On Deploy, review the summary and choose Deploy Agent. The agent is created and started immediately.

Full detail — including every field and the guided template builder — is in Hire your first agent.

A freshly deployed agent may show a Starting up state on its card while its workspace comes online. This is normal and only takes a moment.

5. Connect one tool#

An agent needs tools to observe and act — they're its senses and hands.

  1. In the sidebar, open Integrations (titled Company Systems Access), then select Connect Apps.
  2. Pick an app from the catalog, review what it can and can't do, and continue.
  3. Select Open [app] login to authorize access in a new tab, finish the provider's sign-in, then return and choose I completed connection, sync now.
  4. Attach the tool to your agent so it can use it.

The connect wizard, connected-vs-attached, and per-user OAuth are covered in Connect a tool.

6. Watch the first task#

Head back to Home and watch Live activity. As your agent observes its connected tool and starts working, entries appear on the timeline with a status badge — In progress, Done, Needs review, or Verified — and a short note on what it did and why.

You can also open Activity for the full history, or open the agent from Your team to see its live status up close.

7. Clear the first approval#

When an agent wants to take an action your rules gate — like messaging someone new — it pauses and asks. That request shows up in three places: the Needs you card on Home, the Approvals badge in the sidebar, and the notifications bell.

  1. Open Approvals (or the Needs you card on Home).
  2. Read the agent's reasoning and the preview of what it wants to do.
  3. Choose Approve or Reject. Once approved, the action runs automatically.

Approvals — including edit-before-approve and why an item needs you — are covered in Approvals.

That's the whole loop. Your agent observed a tool, decided on an action, asked when a rule required it, and acted once you approved. Everything it did is recorded in the Audit log.

What's next#