Getting Started

First, sign up for Helpmaton. The free plan is free forever (though severely limited), or you can try a paid plan. No credit card required.

1. Click the "Start Free Trial" button on the homepage
2. Enter your email address
3. Verify your email (check your spam folder)
4. You're in! Welcome to Helpmaton

Workspaces are separate spaces for your agents. Each workspace has its own settings, credits, and team members.

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

Now for the fun part—creating your first agent.

1. Navigate to your workspace
2. Click "Create Agent"
3. Give your agent a name and instructions
4. Choose what your agent can do
5. Add any starting notes or prompts
6. Click "Create" to finish

Pro tip: Start simple. You can add more later.

Give your agents knowledge by uploading documents. They'll use what you provide to help you faster.

1. Go to the "Documents" section in your workspace
2. Click "Upload Document"
3. Select a Markdown or text file
4. Organize documents into folders if needed
5. Your agents can now use this knowledge

Supported formats: Markdown (MD) and plain text.

Time to see your agent in action. Test it to make sure it works the way you expect.

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 so it can send and receive messages. Get fast responses as it works.

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

This step is optional. You can add app connections later.

Power up your agents by connecting them to external tools and services. This lets them access APIs, query databases, and run custom actions.

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

This is an advanced feature, perfect for deeper integrations.

Connect Gmail, Google Calendar, and Google Drive in a few clicks. No complex setup 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 connect Google services later.

Connect Notion in a few clicks. Your agents can read and search pages, create and update content, and work with databases.

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 connect Notion later.

Agent Skills are optional instruction blocks that teach your agents how to use their tools effectively—with step-by-step guidance, examples, and edge-case handling. Enable them after you have connected the tools (MCP servers or built-in tools) your agent needs.

1. Open your agent's detail page
2. Go to "External tools" → "Skills"
3. Enable skills that match the tools you have connected (e.g. Notion, Linear, document search)
4. Your agent will use the skill instructions when calling those tools

This step is optional. Learn more in the documentation or the Agent Skills guide.

Give your agents access to up-to-date information. Enable web search to find current articles and use content extraction to summarize any web page.

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 use these features

This step is optional. You can enable web search later.

Your agents automatically use helpful features built into Helpmaton. No setup needed.

• Agent Memory: Agents remember facts, people, and events and organize them over time to provide better answers
• Usage Analytics: Track usage with daily and hourly summaries
• Error Tracking: Errors show up in conversations when requests fail
• Cost Control: Set spending limits at workspace and agent levels to maintain budget control

These features work automatically based on your plan.

Set up notification channels so agents can send updates to Discord or Slack.

1. Go to "Notification Channels" in your workspace settings
2. For Discord: Add a bot token and channel ID
3. For Slack: Configure Slack connections in Integrations
4. Agents can now send notifications

This step is optional. You can set up notifications later.

Set up email access so agents can send emails from your workspace.

1. Go to "Email Settings" in your workspace
2. Configure email authentication
3. Verify your email connection
4. Agents can now send emails

This step is optional. You can set up email later.

Deploy your agents as Slack or Discord bots so people can chat with them directly.

This step is optional. You can deploy bots later.