> For the complete documentation index, see [llms.txt](https://docs.ibexa.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ibexa.ai/quick-start.md).

# Quick Start

New to the Ibexa Agentic Marketing Platform? This guide walks you through the most common tasks so you can start getting value from AI agents as quickly as possible. No technical knowledge needed.

## What is the Ibexa Agentic Marketing Platform?

Think of it as a team of tireless AI Agents, each trained to do a specific job for you - drafting copy, summarising research, analysing campaign data, answering customer questions, and more. You give each Agent a name, a set of instructions, and access to the documents or tools it needs. Then you can run it on demand or have it trigger automatically on a schedule.

## Step 1: Sign In

1. Open the platform URL in your browser.
2. Enter your **email address** and **password**, then select **Sign In**.

> First time here? Check your inbox for an invitation email and follow the link inside. See [Account Activation](/manual/user-account/account-activation.md) for a step-by-step walkthrough.

## Step 2: Explore Your Dashboard

After signing in you land on the **Dashboard**. Think of it as your personal control panel. It shows:

* **Recommended Agents** - AI assistants your administrator has set up that match your job role.
* **Your credit usage** - how many AI credits you have used this month.
* **Recent notifications** - updates about agents and reports relevant to you. Select any agent card to open it, or continue to the next step.

## Step 3: Chat with the AI Assistant

The quickest way to experience the platform is through the built-in AI Assistant - a chat window available on every page.

1. Select **Ask AI** in the top bar (top-right area of the screen).
2. The chat panel slides in from the right.
3. Type a question or instruction and press **Enter**. **Example things to try:**

* *"Write a short product description for a summer sale campaign."*
* *"Summarise the attached brief in three bullet points."*
* *"What agents are available for content creation?"*

> **Note:** The AI Assistant is only available if your administrator has set up a default assistant agent. If the button is greyed out, ask your administrator.

## Step 4: Browse and Run an Agent

Agents are purpose-built AI assistants configured by your team.

1. Select **Agents** in the left menu.
2. Browse the list or use the **search bar** to find an agent by name.
3. Select an agent card to open its detail page.
4. Select **Run test** from the top-right actions menu to open a chat interface and try the agent directly. Each agent has a description explaining what it does - read it before you start to get the best results.

## Step 5: Upload Content to the Knowledge Base

Agents can read documents you store in the Knowledge Base - briefs, brand guidelines, product catalogues, FAQs, and more. The more relevant content you give an agent, the better its answers.

1. Select **Knowledge Base** in the left menu.
2. Select (or create) a folder on the left sidebar where you want to store your content.
3. Select **Add → Upload document** to import a file from your computer, or **Add → New document** to write directly in the platform.
4. Once uploaded, open the **Versions** tab on your document and select **Publish** to make the content available to agents.

<figure><img src="https://3641047820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzi8TZ3KjOFqUxK0zOIrL%2Fuploads%2Fgit-blob-43d785b954ecbc42f28233de6961bb9b2f87c53c%2Fknowledge-base-add-menu.png?alt=media" alt="A Knowledge Base folder with the Add dropdown open, showing New folder, New document and Upload document"><figcaption><p>Add content to a folder from the Add dropdown</p></figcaption></figure>

## Step 6: Check Your Reports

When an agent finishes a task that produces a document - for example, a content brief, a summary, or an analysis - it appears on the **Reports** page.

1. Select **Reports** in the left menu.
2. Find the report in the list (use the search bar or filters to narrow it down).
3. Select the report title to read the full output.
4. Use the status buttons to move the report from **Draft → In Review → Published** as your team reviews it.

<figure><img src="https://3641047820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzi8TZ3KjOFqUxK0zOIrL%2Fuploads%2Fgit-blob-8eb2728273599f6ac9aea92e83ee857ea3e660f9%2Freports-list.png?alt=media" alt="The Reports page listing reports with their agent, status, owner and last update"><figcaption><p>The Reports page</p></figcaption></figure>

## What's Next?

| **I want to…**                     | **Go to…**                                         |
| ---------------------------------- | -------------------------------------------------- |
| Create my own agent from scratch   | [Agents](/manual/agents.md)                        |
| Upload documents for agents to use | [Knowledge Base](/manual/knowledge-base.md)        |
| Configure MCP Server               | [MCP Servers](/manual/organisation/mcp-servers.md) |
| Invite a colleague                 | [Members](/manual/organisation/members.md)         |