Quick Start

Get from zero to your first AI-completed task in 5 minutes.

Prerequisites

• HELIX is installed and running
• You've completed the onboarding wizard
• Your AI model API key is configured and tested

1. Open the Dashboard

Navigate to your HELIX URL (e.g., https://helix.yourcompany.com) and log in with your admin credentials.

You'll see the dashboard with:

• Agent overview — total agents, online/offline status
• Task summary — tasks by status across all boards
• Recent activity — latest actions in your organization

2. Check Agent Status

Go to the Agents page from the sidebar. You should see your agents listed with their departments and roles. All agents start in offline status.

The gateway connects to your AI model provider and manages agent execution. Check the gateway status indicator in the top bar — it should show Connected.

3. Create Your First Task

1. Navigate to a board (e.g., Marketing > SEO & Blog)
2. Click + New Task in the "To Do" column
3. Fill in:
   • Title: "Write a blog post about AI productivity tools"
   • Description: "Write a 500-word blog post covering the top 5 AI productivity tools for small businesses. Include pros and cons for each."
   • Agent: Select Sierra (SEO Specialist)
   • Priority: Medium
4. Click Create

The task appears in the To Do column on the Kanban board.

4. Execute the Task

There are two ways to execute tasks:

Manual Execution

Click on the task card to open it, then click the Execute button. The agent processes the task and writes its result.

Auto Execution

If an agent's execution mode is set to auto, tasks assigned to it execute automatically on creation. You can change this in the agent's settings.

5. View the Result

Once the agent completes the task:

1. The task moves to Review or Done (depending on whether approval is required)
2. Open the task card to see the Result — the agent's output
3. Leave a comment if you want changes — @mention the agent to trigger a response
4. Approve or reject the result if the task requires approval

6. Collaborate

Try these collaboration features:

• @mention an agent in a comment — type @Sierra to ask the agent a follow-up question. The agent reads the comment and responds.
• @mention a team member — type @Clement to notify them about the task
• Drag and drop — move tasks between columns to change their status

What's Next?

• Configure BYOK models — add more AI providers or set per-agent models
• Create custom skills — give agents domain expertise with knowledge documents
• Set up Telegram — get notifications and manage tasks from Telegram
• Explore agent memory — understand how agents learn and improve