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Pick a learning path below. Each path links to existing step-by-step instructions with screenshots — no duplicate content on this page.

Learning paths

New user

First time on the Platform? Follow these steps in order: sign in, open the Dashboard, and learn the account menu.

Platform basics — sign-in, Dashboard, and user menu Sync — complete chat guide

Developer

Minimum integration path: A2A quickstart, API reference, and the Flows API Console guide.

Quickstart — first agent request Flows — home tour and first agent Flows — first request via API Console Flows — embed the agent on a site UI Kit — core component catalog API reference

Team in Sync

For teams using chat: start with the full service guide, then short routes for channels, messages, and calls.

Sync — complete guide Create a channel Send a message Start a channel call

Flows — agents and graphs

From the Flows home tour to a published agent: catalog, creation, Studio vs canvas, answer setup, Skills, chat testing, tools, and publishing.

Home tour and agent catalog Create your first agent Studio and canvas editor modes Shape agent answers Attach Skills to the agent Test the agent in chat Configure quality review and see the verdict in chat Skill unlocks in chat Agent tools Agent plan via Skill Agent plan via tools Publish and operate

Flows — Skills

A short path through agent procedures: Skills library, node attach, chat unlock, and Skill duplication.

Create a Skill in the library Attach a Skill to the agent Skill unlocks in chat Duplicate and edit a Skill Agent plan via Skill Agent plan via tools

Operators and HITL

Full operator handoff path: queue setup, operator inbox, customer waiting, dialog takeover, task routing, and tracing in run history.

Escalate a hard case to an operator Set up an operator queue Operator inbox and customer reply What the customer sees while waiting Operator dialog takeover Embedded chat in an HITL task Single operator reply and complete Route and reassign tasks Agent background task Operator handoff in run history

Office documents

Working with documents at /documents: from the first workspace and catalog to OnlyOffice editing and sharing a public link.

Office — complete guide Workspaces and catalogs Create and upload documents Edit in OnlyOffice Workspaces and catalogs