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.
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.
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.
“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.
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
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.
P
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.
P
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.
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.
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.
Turn 2 — Create starter agents
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?”
Choice
What happens
Yes, all three
Creates a Receptionist, Customer Support, and Executive Assistant agent
Just the receptionist
Creates the Receptionist agent only
Skip for now
No agents created; you build your own from the Agents page
These agents are ready to use immediately after Turn 5. You can edit them at any time from the Agents page.
Turn 3 — Connect a messaging channel
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.
Turn 4 — Proactive nudges
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?”
Choice
What happens
Yes, nudge me
Turns proactive alerts on — Pip will surface broken configurations automatically
No thanks
Nudges stay off
I’ll decide later
Nudges stay off; toggle available later at Settings → Help Assistant
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.
Turn 5 — Done
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.
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.
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.
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.
Editable fields: Name, Website, Industry, and “What you do” — all pre-populated from your demo session. Update anything that needs correcting before launching.
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.
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.
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.
The link could not be found, or it may have expired. Reopen the original email or WhatsApp message and try the link again. If the problem persists, contact support.
Manual review needed
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.
Setup already claimed
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.
Import failed
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.
The browser auth window closed before I finished signing in
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.
Why do macOS permissions matter so much?
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.
Should I turn on nudges in Turn 4?
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 Pip wizard disappeared before I clicked 'Got it'
The wizard resumes from Turn 1 the next time you start the app — there is no mid-flow save point. This is intentional.
Does the company name I enter in Turn 1 matter?
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.
My handoff link shows 'Setup already claimed'
Each handoff link is single-use per organisation. If this appears, the link was already used with a different workspace. Open the demo site to request a new personalised demo and receive a fresh link, or contact support.
I signed in with a different email than I used on the demo site
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.
Are changes I make in the handoff review saved automatically?
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.
