Getting Started
This guide gets a new team from first login to a working agent with the fewest wrong turns.
Getting Started
This guide gets a new team from first login to a working agent with the fewest wrong turns.
Think in layers
First set up your organization, then choose an agent, then give that agent knowledge, behavior, and a channel to serve.
What Agero Does
Agero helps teams launch AI agents that can answer questions, retrieve from approved content, escalate to humans, and operate across chat and voice experiences.
In practice, most teams use it to:
- connect knowledge sources
- tune the agent's behavior
- launch a web widget or API integration
- monitor conversations and escalations
- improve quality from feedback, analytics, and real examples
How The Product Is Organized
Organization workspace
Use the organization workspace for cross-agent work:
- viewing all agents
- creating agents
- managing billing and usage
- editing organization branding
- managing team members
- storing provider API keys for bring-your-own-key setups
Agent dashboard
Use the agent dashboard for one agent at a time:
- sources, media, and interceptors
- playground and voice lab
- conversations, takeover queue, feedbacks, and users
- widget settings and agent settings
- tools, MCP servers, API keys, and API reference
Quick Start
Open the organization workspace
Start at Overview & Agents. Confirm you are in the right organization and create an agent if you do not already have one.
Select an agent
Enter the dashboard for the agent you want to launch. Everything from this point is agent-specific unless the page says otherwise.
Add knowledge sources
Go to Sources and add a website, sitemap, file, image, or ZIP archive. Wait until ingestion finishes before judging answer quality.
Set the default behavior
Visit Agent Settings to review the model, prompt, escalation rules, retrieval settings, and voice defaults.
Configure the channel
Use Widget Settings if you are launching the web widget, or API Keys plus API Reference if you are integrating by API.
Test before launch
Use Playground for text and retrieval testing, then Voice Lab if you plan to support voice.
Go live and monitor
After launch, watch Conversations, Takeover Queue, Feedbacks, and Analytics to find weak spots fast.
First Week Checklist
- confirm the correct organization members have access
- add at least one high-quality source
- test the top 10 real customer questions in the playground
- create interceptors for must-handle edge cases
- decide who monitors the takeover queue
- review at least one real conversation per day after launch
Where To Go Next
Organization Workspace
Billing, usage, team, provider keys, and agent management.
Sources
Add and monitor the content your agent retrieves from.
Widget Setup
Customize the web widget and grab the embed code.
Playground
Validate quality before you save anything to production.