Get started with Agentic Fabriq by understanding account types, user roles, and how to set up your organization.
We have 2 types of accounts: personal and org. When you register, you start off as a personal account. You can upgrade to an org in the Control Panel Settings.
There are 3 main user types: admin, agent dev, and user. For a personal account, you're all three. In an org, you can separate out these roles.
Manages the org - adding people to the team, controlling permissions for employees/members, monitoring calls that are made.
Connect agents to the org - including registering & activating the agent with us then following our guides on setting up the agent connection to us.
Use the agents and tools available - they define tool connections and connect their personal Slack, Gmail, Git, etc. to agents with the access & permissions they've been cleared to use.
For an org:
a) Navigate to Control Panel

b) Upgrade to a team plan in settings (need to have more than 1 seat); can also do this in the subscription section

c) Complete your organization setup

d) After setting up your org, you'll need to log out then log in with your organization URL with temp_pass. You'll then be prompted to set a new password; log in with this

e) To add and manage members, go to the Admin Console then Members. Here you can invite members

f) Clicking on a member in the "active members" list lets you manage their permissions

Navigate to "Apps" in the Control Panel / Admin Console
Click "Add Application"
Give your application an ID and scopes

After you click "Register Application", you're given an activation token and the ability to manage which members have access to this app. Copy this token. Now you need to activate this app either in the UI or through the CLI.

When you activate the app, you'll need to enter the activation token. You can also configure an IdP but this is optional

Now your agent is registered with us as an app! To setup the connection on your agent's side, please follow our guides
Go to "My Tools"
Click "Add Connection". Fill out a connection ID, display name, tool selection, method (API Credentials / OAuth 3-Leg - for personal connections & easiest setup we recommend OAuth 3-Leg)

After this, your tool connection will be listed and you will have an option to connect with it. Click Connect and now your connection to this tool is done!
An admin needs to grant agents access, but after that, you'll be able to go ahead and use agents with this connection you've set up
Our team is here to help you get started