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How-to guides

How-to guides

Task-oriented, end-to-end walkthroughs of common jobs on the platform — follow one guide from start to finish instead of assembling steps from the reference pages.

The reference sections describe each part of the platform on its own — agents, skills, security, the gateway. How-to guides cut across them: each guide walks one complete task from start to finish, in order, and links into the reference pages where you want more depth on a single step.

Guides

Create an agent with the skill builder

Describe an agent in plain English, refine and test the drafted skill, configure everything, and watch the first build.

Register an MCP server in the Tool Registry

Admit an MCP server org-wide: pick the auth mode, review discovered operations, and open it up to skills.

Register an API from its OpenAPI spec

Turn an API's OpenAPI document into typed, governable tool operations agents can depend on.

Set up workspace service connections

Create named, tool-scoped workspace accounts for registered servers and bind skills to them.

Connect your personal account

Approve a user-delegated tool once — proactively, from a conversation, or over Slack — and let parked calls resume.

Govern a tool with compliance rules and PDP

Author value-level rules, tighten per agent, turn on fail-closed enforcement, and read the decision trail.

Approve deferred actions — console and Slack

Route deferrals to the right approvers, act on them from My Approvals or Slack, and understand timeouts.

Deploy a CI-built agent from your pipeline

Build the agent image in your own CI, deploy it with the CLI, and iterate with your pipeline in control.

Run an agent on a schedule

Make an agent autonomous, attach cron schedules, and verify each firing in Activity and Events.

Build a multi-agent workflow from a goal

Plan a pipeline from a plain-English goal, edit the canvas, run it, and monitor every step.

Lock down an agent's egress

Layer the org ceiling, workspace policy, and per-agent allowlist, then verify blocks in the event stream.

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