Helpmaton Logo
Helpmaton

Getting Started

Your journey to AI agent mastery starts here

1

Create Your Account

First things first - sign up for your free 7-day trial. No credit card required.

  1. Click the "Start Your 7-Day Trial" button on the homepage
  2. Enter your email address and create a password
  3. Verify your email (check your spam folder)
  4. You're in! Welcome to Helpmaton
Sign Up Now →
2

Create Your First Workspace

Workspaces are containers where your AI agents live. Each workspace has its own settings, credits, and team members.

  1. After logging in, click "Create Workspace"
  2. Give it a name
  3. Set your spending limits for AI provider calls (optional, but recommended)
  4. Invite team members if needed (optional)
  5. Click "Create" to finish

Important: AI Provider Setup

To use AI agents, you'll need to handle AI provider costs (OpenAI, Anthropic, etc.). These are separate from your Helpmaton subscription. You have two options:

  • Add your own API keys: Connect your AI provider accounts directly in workspace settings
  • Purchase credits: Buy credits through Helpmaton to add to your workspace

Your Helpmaton subscription covers the platform; AI provider calls are billed separately.

3

Create Your First Agent

Now for the fun part - creating your first AI agent! This is where the magic happens.

  1. Navigate to your workspace
  2. Click "Create Agent"
  3. Give your agent a name and personality
  4. Configure what your agent can do (its capabilities)
  5. Set up any initial instructions or prompts
  6. Click "Create" to finish

Pro tip: Start simple! You can always add more complexity later.

4

Upload Documents

Give your agents knowledge by uploading documents. They'll read and learn from everything you provide.

  1. Go to the "Documents" section in your workspace
  2. Click "Upload Document"
  3. Select your file (PDF, TXT, DOCX, and more)
  4. Organize documents into folders if needed
  5. Your agents can now access this knowledge

Supported formats: PDF, TXT, DOCX, MD, CSV, and more

5

Test Your Agent

Time to see your agent in action! Test it out and make sure everything works as expected.

  1. Go to your agent's page
  2. Use the test interface to send a message
  3. Watch your agent respond
  4. Adjust settings if needed
  5. Repeat until you're satisfied
6

Set Up Webhooks (Optional)

Connect your agent to the real world with webhooks. This lets your agent send and receive messages from external systems.

  1. Go to "Webhooks" in your workspace settings
  2. Click "Create Webhook"
  3. Enter your endpoint URL
  4. Configure which events should trigger the webhook
  5. Test it out

This step is optional - you can always add webhooks later!

You're All Set!

Congratulations! You've created your first workspace, agent, and uploaded documents. You're ready to get started with Helpmaton!

Want to learn more? Check out our full documentation or join our community.

Full Documentation API Reference Join Discord