Quick start

This page takes you from sign-up to your first completed AI task. Follow it in order, because each step builds on the one before it.

#1. Account and workspace

1. Sign up with an email address and a password. Email verification is required, so you cannot sign in until you click the verification link.
2. Create your first workspace. The workspace is the top unit of your team or company, and billing runs from it.
3. Open a project inside the workspace. The Kanban board is a view of one project.

Do not leave the project description empty. Agents see it on every run, and knowing "what this project is about" has a direct effect on the quality of the output.

#2. Add your model key (optional, recommended)

Agents work even if you skip this step. Orbi's shared model pool (Gemini) takes over and the usage comes out of your credit. If you add your own key, the cost is billed to your own provider account and the same work spends far less credit. For regular use this is the route we recommend.

1. Open the Settings → API Keys tab.
2. Pick your provider (Anthropic, OpenAI, Google/Gemini or OpenRouter) and paste your API key.
3. Confirm the key works with Connection test in the key row's menu.

The key is stored encrypted with AES-256-GCM. You can add more than one key for the same provider, and if one hits its quota limit the next one takes over automatically. Details: Models and providers.

If no reachable model is left, a permanent band appears in the interface. Agents take on no new work while that band is up, so it is worth checking your key as soon as you see it.

#3. Review your agents

The only agent created automatically in a new workspace is the Orchestrator (Orbi). You build the rest of your team yourself, from the Agents page in the left menu. You can start from one of the nine ready-made templates (Researcher, Blogger, Reviewer, Lead Qualifier, Analyst…) or write one from scratch.

A Researcher is enough to begin with, and you add more as the need appears. Details: Agents.

#4. Create your first task

Add a new task on the Kanban board. A good first task is one whose result you can check by eye. For example:

Title: Competitor analysis in project management tools

Description:
Research the 5 significant competitors in the project
management SaaS market. For each of them, pull out the
positioning, the pricing and the standout differentiator.
Write the result to a file as a single markdown report.

Then there are two things to do.

1. Set the Assignee field to Orbi, so the Orchestrator hands the work to the right agents.
2. Move the card to Queued.

Moving it to Queued is what triggers execution. Creating the card on its own starts nothing.

#5. Watch it run

Open the card. You see these live.

• Checklist. These are the steps the Orchestrator produced, and each one moves through pending, in progress and done in turn.
• Comments. These are the notes where agents explain what they did.
• History. This gives a summary for each cycle, showing which agent ran with which model and how many tokens it consumed.
• Outputs. These are the files and reports produced.

When the task is finished, the state moves to Review.

#6. Review: approve or send back

Review is the human checkpoint. Look at the output.

• If you are happy with it, move it to Done.
• If you are not, write your feedback as a comment. Feedback goes to the Orchestrator first, and it decides which agent or agents run again.

#What's next