Getting Started

First things first - sign up for Helpmaton. Start with the free plan, or try paid plans with a 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

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

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.

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

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

Connect your agent to other apps and services. This lets your agent send and receive messages from external systems. Get instant responses that update in real-time.

1. Go to "Integrations" in your workspace settings
2. Click "Create Connection" or set up real-time updates
3. Enter your app details or configure real-time responses
4. Configure which events should trigger the connection
5. Test it out

This step is optional - you can always add app connections later!

Power up your agents by connecting them to external tools and services. Enable your agents to access external APIs, query databases, and execute custom business logic.

1. Go to "Integrations" in your workspace settings
2. Click "Create External Connection"
3. Enter the service URL and configure authentication
4. Enable the connection for your agents
5. Your agents can now use external tools!

This is an advanced feature - perfect for when you need to integrate with external systems!

Connect your agents to Gmail, Google Calendar, and Google Drive with easy OAuth setup. Just connect your Google account—no complex configuration or API keys needed. Your agents can manage your calendar, read and search emails, and access Drive files.

1. Go to "Integrations" in your workspace settings
2. Click "Create MCP Server" or find Google Workspace options
3. Choose the service you want to connect (Gmail, Google Calendar, or Google Drive)
4. Click "Connect Google Account" and sign in with your Google account
5. Grant the necessary permissions
6. Enable the connection for your agents
7. Your agents can now access your Google Workspace services!

This step is optional - you can always connect Google Workspace services later!

Connect your agents to Notion with easy OAuth setup. Just connect your Notion account—no complex configuration or API keys needed. Your agents can read and search pages, create and update content, query databases, and manage your Notion workspace.

1. Go to "Integrations" in your workspace settings
2. Click "Create MCP Server" and select "Notion"
3. Click "Connect Notion Account" and sign in with your Notion account
4. Grant the necessary permissions
5. Enable the connection for your agents
6. Your agents can now access your Notion workspace!

This step is optional - you can always connect Notion later!

Give your agents access to real-time, up-to-date information beyond their training data. Enable web search to find current information, news, and articles. Extract and summarize content from any web page URL. Perfect for research assistants, news monitoring, and content analysis workflows.

1. Go to your agent's configuration page
2. Find the "Web Search" and "Content Extraction" toggles
3. Enable the features you want (web search, content extraction, or both)
4. Your agents can now search the web and extract content from URLs!

This step is optional - you can always enable web search features later!

Your agents automatically benefit from advanced features built into Helpmaton. No additional setup required!

• Agent Memory: Agents remember facts, people, and events and organize them over time to provide better answers
• Usage Analytics: Track token usage (prompt, completion, reasoning, cached) with daily/hourly aggregation and historical data
• Error Tracking: Conversations automatically persist and display errors when AI requests fail, including detailed error messages and provider information for easy debugging
• Cost Control: Set spending limits at workspace and agent levels to maintain budget control

These features work automatically based on your subscription plan!

Set up notification channels to enable your agents to send messages to Discord or Slack. Perfect for alerts, updates, and automated communications.

1. Go to "Notification Channels" in your workspace settings
2. For Discord: Create a channel with bot token and channel ID
3. For Slack: Configure Slack connections via the integrations page
4. Agents can now use the send_notification tool to deliver messages

This step is optional - you can always configure notifications later!

Configure email authentication for your workspace to enable agents to send emails using workspace email connections.

1. Go to "Email Settings" in your workspace
2. Configure email authentication (SMTP settings)
3. Verify your email connection
4. Agents can now use the email sending tool to send messages

This step is optional - you can always set up email connections later!

Deploy your agents as Slack or Discord bots to enable team members and community users to interact with your AI agents directly in their favorite chat platforms.

This step is optional - you can always deploy bots later! Perfect for team collaboration and community engagement.