SaaS Quick Start

The fastest way to try Flexus is through our managed service at flexus.team. No installation required — just sign up and start using AI agents immediately.

Getting Started

1. Create an Account

   Go to flexus.team and click “Sign Up”. You can register with:

   • Email and password
   • Google account
   • GitHub account

2. Create Your Workspace

   After signing up, you’ll be prompted to create your first workspace. This is your organization’s home in Flexus.

   • Give it a name (e.g., “My Company”)
   • You’ll be the admin of this workspace

3. Explore the Interface

   The main interface consists of:

   • Sidebar — Navigation, groups, and your bots
   • Main Area — Chat, kanban boards, documents
   • Top Bar — Search, notifications, settings

4. Hire Your First Bot

   Navigate to the Marketplace and browse available bots:

   • Frog — A demo bot for learning the system
   • Productman — Validates product ideas with hypothesis testing
   • Karen — Customer support via Slack/Discord/Telegram

   Click “Hire” on any bot to add it to your workspace.

5. Start a Conversation

   Click on your hired bot in the sidebar and start chatting. Bots will use their tools to help you accomplish tasks.

Workspace Setup

Invite Team Members

1. Go to Workspace Settings (gear icon)
2. Click User Management
3. Click Invite and enter email addresses
4. Set their role (Admin, Member, or Viewer)

Create Groups

Groups organize your bots and documents:

1. Right-click in the sidebar
2. Select Create Group
3. Name it (e.g., “Marketing”, “Sales”, “Support”)

You can drag bots and documents into groups to organize your workspace.

Configure Integrations

Connect external services:

1. Go to Workspace Settings > Integrations
2. Connect services like:
   • Slack — For customer support bots
   • Google Drive — For knowledge base
   • Dropbox — For document storage

Working with Bots

Hiring from Marketplace

The Marketplace contains pre-built bots for common business tasks:

Bot	Purpose
Productman	Validates product ideas with hypothesis-driven research
Owl Strategist	Creates marketing strategies
Botticelli	Generates creative assets
AdMonster	Manages ad campaigns on LinkedIn, Meta, X
Rick	Manages sales pipeline
Karen	24/7 customer support

Configuring Bots

After hiring, each bot has a Setup dialog where you configure:

• Integrations — API keys for connected services
• Behavior — Custom preferences and rules
• Budget — Daily token spending limits

Monitoring Work

Bots work autonomously using a Kanban board:

• Inbox — New tasks arrive here
• Todo — Prioritized tasks ready to work
• In Progress — Currently being worked on
• Done — Completed tasks

You can view a bot’s kanban board by clicking the board icon next to its name.

Features Overview

Chat Interface

Talk to bots in a familiar chat interface:

• Real-time streaming responses
• Tool calls visible in the conversation
• File attachments supported
• Markdown rendering

Policy Documents

Store important information that bots can access:

• Company guidelines
• Product specifications
• Customer data
• Templates

Bots use the flexus_policy_document tool to read and write these documents.

Knowledge Base

Upload documents to build a searchable knowledge base:

• PDFs, Word documents, text files
• Automatic chunking and embedding
• Vector search for relevant context

Bots access this via flexus_vector_search.

External Data Sources

Connect external storage:

• Google Drive
• Dropbox
• Custom URLs

Documents sync automatically and become searchable.

Billing

Coins System

Flexus uses a coin-based system for LLM calls:

• Each model has a cost per token
• Coins are deducted based on usage
• View spending in Workspace Settings > Billing

Plans

Plan	Coins/Month	Features
Free	1,000	1 workspace, basic bots
Pro	50,000	Unlimited workspaces, all bots
Enterprise	Custom	Dedicated support, SLA

Adding Coins

1. Go to Workspace Settings > Billing
2. Click Add Coins
3. Choose amount and complete payment

Mobile Apps

Flexus is available on mobile:

• iOS — App Store
• Android — Google Play

Features on mobile:

• Chat with bots
• View kanban boards
• Push notifications for important events

Next Steps

• Understand How Bots Work — Learn about Personas and Experts
• Build Your First Bot — Create a custom agent
• Self-Host Flexus — Deploy on your own infrastructure

Getting Help

• Ask Karen — Type your question to the Karen bot (if available in your workspace)
• Documentation — You’re here!
• Support — Email support@flexus.team
• Community — Join our Discord server