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FIRST FIVE MINUTES

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From first launch to first agent, in minutes.

Actionist sets up your workspace for you. Either through a five-turn conversation that spins up starter agents before you visit the Agents page, or by importing your real company context, AI-suggested agents, and detected integrations directly from a demo session and activating them in a single click.

Choose your path

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Two ways into Actionist.

Both paths take under five minutes. The result is the same: a running workspace with agents, tools, and your company context in place.

Path A

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Fresh install

You downloaded the app, signed in, and this is your first time here. Actionist opens the Pip wizard. Five quick turns that name your workspace, create starter agents, optionally connect a messaging channel, and configure proactive alerts.

under 2 min
Path B

You ran a demo on the Actionist demo site and received a setup link. That link carries your real company context, AI-suggested agents matched to your use case, and integrations already detected. Review the pre-built plan, then activate everything in one click.

under 5 min
Path A

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Fresh install: sign in and meet Pip.

After you download the app, onboarding happens in three stages: sign in, grant macOS permissions, then follow the Pip wizard through five quick turns.

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Signing in

Launch the app

“Starting Actionist…” appears as the app bootstraps. The splash clears automatically. Up to 8 seconds on first run.

Click Sign in with Browser

On the login screen, click Sign in with Browser. The app opens your default browser and enters a waiting state. You’ll see your browser name and a Cancel button while authentication completes.

Complete sign-in in the browser

Sign in or create an account in the browser. The browser redirects back to the app automatically. A green check mark appears briefly, then the dashboard loads.
Browser sign-in has a 5-minute window. If you close the browser tab or the window times out, you’ll see “Authentication timed out. Please try again.”: click Sign in with Browser to start a fresh attempt.

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macOS permissions

This step appears on macOS only. Windows users can skip ahead to the Pip wizard.
Once the dashboard loads, Actionist checks whether it has the two permissions it needs for Computer Use tasks. If either is missing, the Permissions modal opens automatically.
Screen Recording: allows Actionist to see your screen
Accessibility: allows Actionist to control UI elements
Click each permission row to trigger the macOS system prompt, then grant access. The modal closes automatically once both are in place.
Skipping these permissions means Computer Use tasks will fail silently the first time you run one. Grant both now and you won’t hit that wall later. You can reopen this modal at any time from Settings → Permissions.
Actionist · Permissions
Actionist needs two macOS permissions to use Computer Use features.
Screen RecordingAllows Actionist to see your screen
Granted
AccessibilityAllows Actionist to control UI elements
The Pip wizard

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Five turns. Your workspace, configured.

Pip is the floating help avatar at the bottom-right of the dashboard. On first launch it opens automatically. It is a fixed, scripted flow. Instant to respond. Step through each turn to see exactly what Pip asks and what happens behind the scenes.

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Pip · ActionistTurn 1 / 5

”Hi, I’m Actionist — I help you set up and run this workspace. What’s your company called?“

e.g. Acme Corp
Continue
Behind the scenes The name you enter personalises agent system prompts for every session that follows. It writes to your workspace profile and surfaces wherever agents introduce themselves. You can update it later in Settings.
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Pip · ActionistTurn 2 / 5

”Got it. I can pre-create a starter set: a receptionist, a customer-support agent, and an executive assistant. Want me to set those up?”

Yes, all three
Just the receptionist
Skip for now
Behind the scenes Choosing Yes, all three creates a Receptionist, Customer Support, and Executive Assistant agent immediately. Just the receptionist creates one. Skip leaves the Agents page empty. You build your own from scratch. All agents are editable at any time.
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Pip · ActionistTurn 3 / 5

”Want to connect Telegram or Slack so you can reach these agents from outside the app?”

Telegram
Slack
Skip
Behind the scenes Choosing Telegram or Slack saves a deep-link that opens the correct channel setup screen after the wizard finishes. Skip leaves channels unset. You can connect them later from each agent’s Channels tab.
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Pip · ActionistTurn 4 / 5

”One more thing — I can nudge you when I spot something obvious to fix (an agent missing a model preset, an MCP server in needs-auth, pending marketplace updates). Want that on?”

Yes, nudge me
No thanks
I’ll decide later
Behind the scenes Nudges default to off. Choosing Yes, nudge me turns proactive alerts on. Pip will surface broken configurations automatically. No thanks and I’ll decide later both leave nudges off; the toggle is available later at Settings → Help Assistant.
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Pip · ActionistTurn 5 / 5

”All set. Try asking me ‘what needs updating?’ to see the marketplace pending-update detection in action — or just ask anything about the platform.”

Got it
Behind the scenes Clicking Got it is the moment onboarding completes, the wizard unmounts and Pip switches to its normal help-chat mode. If you close the overlay before reaching this button, the wizard reappears from Turn 1 on your next app start. There is no mid-flow save point.
Actionist · Dashboard
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Pip · ActionistTurn 1 / 5

”Hi, I’m Actionist — I help you set up and run this workspace. What’s your company called?“

e.g. Acme Corp
Continue
After clicking “Got it”, try typing “what needs updating?” in the Pip chat. It runs a live check across your agents and marketplace, a good first glimpse of how the proactive layer works.
Actionist · Dashboard
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Pip · ActionistTurn 2 / 5

”I can pre-create a starter set: a receptionist, a customer-support agent, and an executive assistant. Want me to set those up?”

Yes, all threeJust the receptionistSkip for now

Whichever option you pick, the agents are ready to use the moment Turn 5 completes. Here is what each one does out of the box.

Day-one value

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What each starter agent does from the moment it exists.

Sam · Solo founder
The Receptionist answers inbound messages on Telegram the moment they arrive, greeting visitors, collecting their name and query, and routing urgent items to Sam’s attention while queuing the rest for review. No message sits unanswered for hours.
live in 10 min · saves ~3 hrs/wk
Priya · Support lead
The Customer Support agent reads each incoming ticket, matches it against the knowledge base, and drafts a reply for Priya to approve, or sends it directly for routine questions. First-response time drops from hours to minutes on typical queues of 30-plus tickets a day.
live in 10 min · saves ~5 hrs/wk
Maya · Marketing Manager
The Executive Assistant monitors Maya’s inbox, surfaces the 4-5 items that need a decision each morning, drafts replies to the rest, and flags anything time-sensitive, so Maya opens her laptop to a curated brief rather than an unread count.
live in 10 min · saves ~4 hrs/wk

ILLUSTRATIVE, TIME ESTIMATES ARE TYPICAL FOR THE WORKFLOWS SHOWN ON THIS PAGE.

Turn detail

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Every turn, fully annotated.

The stepper above shows what Pip shows; the accordion below shows every choice and its consequence.

Turn 1 — Name your workspace

Pip greets you with: “Hi, I’m Actionist — I help you set up and run this workspace. What’s your company called?”Type your company name in the input (placeholder: e.g. Acme Corp) and click Continue. This name personalises agent system prompts for every session that follows, so enter it accurately. You can change it later in Settings.
Pip asks: “Got it. I can pre-create a starter set: a receptionist, a customer-support agent, and an executive assistant. Want me to set those up?”These agents are ready to use immediately after Turn 5. You can edit them at any time from the Agents page.
Pip asks: “Want to connect Telegram or Slack so you can reach these agents from outside the app?”Choosing Telegram or Slack saves a deep-link that opens the correct channel setup screen after the wizard finishes. Choosing Skip leaves channels unset. You can connect them later from each agent’s Channels tab.

Channels, in depth

Telegram and Slack setup, routing, and credentials.
Pip asks: “One more thing — I can nudge you when I spot something obvious to fix (an agent missing a model preset, an MCP server in needs-auth, pending marketplace updates). Want that on?”Nudges default to off. If you are new to Actionist, turning them on is recommended. They act as an always-on setup guide during the first few days.
Pip shows: “All set. Try asking me ‘what needs updating?’ to see the marketplace pending-update detection in action — or just ask anything about the platform.”Click Got it. This is the moment onboarding completes, the wizard unmounts and Pip switches to its normal help-chat mode. If you close or dismiss the overlay before reaching this button, the wizard reappears from Turn 1 on your next app start.
Path B

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From demo link to live workspace.

If you completed a personalised demo on the Actionist demo site, you received a setup link. That link carries everything the demo learned about your company (agents, tools, and context) ready to import with one click.

Demo sessionYou complete the demo flow; the site learns your company profile, suggested agents, and integrations.
Setup linkThe link arrives by email or WhatsApp, carrying the full bundle as a signed token.
ImportOpen the link, create an account or sign in, the bundle unpacks automatically.
ReviewThree-step review: company details, agent selection, detected integrations.
LaunchOne click applies everything. Workspace is live with agents and context in place.
The import

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Watch the bundle load.

Once you create an account or sign in via the setup link, a loading screen appears with the heading “Preparing your workspace”. Three status lines animate in sequence, then the review screen takes over automatically.

Preparing your workspace

Importing your demo bundle…
Building your setup plan…
Ready for review…
Plan ready, opening review screen

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Getting to the review screen

Open the link

Open the setup link from your email or WhatsApp message. The entry page loads in your browser.

Create an account or sign in

Click Create account (purple button) or Sign in instead (outlined). If you already have an account with an organisation, you’re redirected straight to the review screen.

Watch the import run

The loading screen appears with the heading “Preparing your workspace”. Three status lines animate in sequence: exactly as shown above. When the third line completes, the review screen replaces it automatically.
Review

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The three review steps.

The review screen gives you one chance to inspect and adjust what the demo learned before it becomes your workspace.

Step 1

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About your company

Editable fields: Name, Website, Industry, and “What you do”. All pre-populated from your demo session. Update anything that needs correcting before launching.

Step 2

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Pick your starter agents

Toggle cards for each AI-suggested agent. Click any card to select or deselect it. Click Customize to expand Name, Role, Description, and an Enable immediately after launch checkbox per agent.

Step 3

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Tools we recognized

A read-only grid of integrations detected during your demo. Each shows a confidence label: Confident match, Possible match, or Detected. Actual connection happens later from each agent’s settings.

Actionist · Review your setup
Step 1 · About your company
Name
Acme Corp
Website
acmecorp.com
Industry
SaaS
Step 2 · Pick your starter agents
Receptionist
First-contact handler
NameRoleDescription
Customer Support
Support ticket handler
Exec Assistant
Scheduling & comms
Step 3 · Tools we recognized
SlackConfident match
NotionPossible match
GmailConfident match
LinearDetected
4 items ready to launch

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Launching your workspace

Once you’re satisfied with the review:
1

Check the action bar

The sticky action bar at the bottom shows “{N} items ready to launch”: one for the company profile plus one for each selected agent.
2

Click Launch setup

The button changes to “Launching…” with a spinner while the import applies.
3

Done

On success, a green check circle animates in with a particle burst, and the screen shows “{CompanyName} is ready” with two action buttons: View your agents and Open dashboard.
Your company context, selected agents, and integration data are now written into your workspace. Everything is live.
If you want to skip setup entirely, click Skip for now in the action bar. The screen shows “Setup skipped” with a Go to dashboard button. Your workspace is clean and you configure everything manually from the Agents page and each app’s settings.

Acme Corp is ready

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If something goes wrong

This appears when the email you signed in with does not match the email used during the demo session (or if you previously dismissed the setup). There is no self-serve fix, contact support for approval.
This setup link was already used to configure another workspace. Each link is single-use per organisation. Open the demo site again for a fresh link, or contact support.
A server error occurred during import. A Retry button is available on this screen. Try it once. If the error persists, contact support and include any error details shown.
After setup

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The Tutorial pill.

Once you’re past onboarding, the dashboard header shows a Tutorial pill with a 2 min duration badge. Clicking it opens a short YouTube walkthrough.

Tutorial 2 min

The pill reappears on every app restart. There is no permanent dismiss option in Settings.

Common questions

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Things worth knowing before you start.

Click Sign in with Browser again to open a fresh window. If the 5-minute timeout fired, you’ll see “Authentication timed out. Please try again.”: this is expected, not an error. Starting again resets the clock.
Actionist’s Computer Use feature needs both Screen Recording and Accessibility to see and operate your screen. Granting them during onboarding ensures that the first time you run an automation, it works rather than failing silently. You can re-open the Permissions modal at any time from Settings → Permissions.
Yes, if you’re new. Nudges surface actionable alerts automatically (missing model presets, MCP servers that need re-authentication, pending marketplace updates) and act as a hands-free setup guide during your first few days. You can toggle them later at Settings → Help Assistant.
The wizard resumes from Turn 1 the next time you start the app. There is no mid-flow save point. This is intentional.
Yes. The name you enter personalises agent system prompts for every subsequent session. Agents reference it in context. Make sure it’s accurate. You can update it later in Settings.
This triggers the “Manual review needed” screen. There is no self-serve fix. Email mismatch requires support-side approval. Contact the team with your demo email and the email you signed in with.
Yes. Edits to agent name, role, description, and the Enable immediately after launch checkbox are all sent as part of the Launch setup request. There is no separate save step. Review everything before clicking the button.
Ready

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Your workspace is set up. Now put it to work.

Open the dashboard, pick an agent, describe a task. Actionist handles the rest.

Open the DashboardEmail the team

Fresh install or demo handoff, under five minutes either way.
Workspace named · Agents created · Context imported · Everything live.

Keep going

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Next steps.

Agents

Configure, customise, and manage every AI employee in your workspace.

Channels

Connect Telegram and Slack so your agents work where your team already is.

Marketplace

Browse and install skills, MCP servers, and workflow templates from the marketplace.

Settings

Update your company name, manage permissions, and configure the Help Assistant.