SaaS 5-Minute Walkthrough

The fastest path: from zero account to a working Agent. About 5 minutes.

What You'll Accomplish

1. Create an Evose Organization
2. Enter the default Workspace
3. Build a customer-service Agent from a template
4. Chat with it on the Workbench

Prerequisites

• An email address (for sign-up)
• A device with a modern browser (latest Chrome / Edge / Safari)

Steps

1 · Sign up and create an Organization (1 minute)

1. Visit https://app.evose.ai
2. Sign up with email and verify
3. Follow the wizard to create your Organization — the top-level container in SaaS multi-tenancy
4. The system automatically creates a default Workspace

2 · Enter the default Workspace (20 seconds)

After sign-up, you land on the Workbench. Click "Workspace" in the bottom left to switch into the default workspace.

3 · Create your first Agent from a template (2 minutes)

Inside the workspace:

1. Left menu → Apps · Agent
2. Top right → New → choose template "Customer Service"
3. The template prefills:
   • Role prompt: You are a friendly customer service rep — answer concisely and professionally
   • Base model: platform default LLM
   • Tools: empty (you can add later)
4. Click Save → Publish to Workbench

4 · Chat on the Workbench (1 minute)

1. Top menu → back to Workbench
2. In the Task menu, find the "Customer Service" agent you just published
3. Click into the chat panel and try a message:

   I ordered a laptop — when will it ship?

4. The Agent should reply in a customer-service tone and ask for the order number

5 · Take a peek at observability (30 seconds)

Back in the workspace → Workspace management · Observability — the conversation has been recorded:

• Logs: dialog content
• Metrics: token usage, response time
• Traces: Agent's internal execution steps

→ Deep dive on Observability

Verification Checklist

After running through, you should have:

• At least one published Agent visible on the Workbench
• Completed at least one conversation with the Agent
• Corresponding records in the observability panel

FAQ

Agent gives unreliable answers?

The default template is a generic rep — no knowledge base attached. Next, learn to configure a knowledge base and feed it your enterprise documents.

Want a stronger model?

Organization administrators can configure the default model on the Model platform; builders can pick a specific model on the Agent configuration page.

Want to share with multiple people?

Invite members → configure resource-level ACL on the Agent.

Next Steps

• Next 10 minutes → First real Agent (with knowledge base)
• Business process automation → First Workflow
• Want the full capability map → Three-layer architecture