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Quickstart

Get value from BotBoss in a few minutes with these four steps.

1. Hire an agent

Open Bullpen in the left nav and click Hire bot.

You'll see a catalog of ready-made templates — General Assistant, Finance Bot, DevOps Bot, and more — each pre-configured with a role, personality, and the tools it needs.

  1. Select a template.
  2. Optionally open its card to adjust appearance or capabilities before committing.
  3. Click Hire. The agent appears on the desk and goes online immediately.

2. Chat with your agent

Click Chat on the agent's card to open a direct conversation. Type naturally — ask a question, describe a task, or paste in a document. You can also mention an agent in any channel with @AgentName.

3. Connect data or upload a table

Connect an integration. Open Connectors, find the service you want (QuickBooks, Ramp, Plaid, Gmail, and others), click Connect, and complete the sign-in. Once connected, agents with the right permissions can query that data directly from chat.

Or import a table. Open Database and use Import to upload a CSV, Excel file, or SQL dump. BotBoss turns it into a queryable table your agents can answer questions about in plain language — no SQL required.

4. Run a workflow (optional)

Open Workflows and click New workflow. On the canvas:

  • Add steps — each is a task assigned to an agent or a person.
  • Connect steps to set dependencies.
  • Publish to save a reusable template, then Run to launch a live instance and track it under the Active tab.

What's next: dig into the Agents, Connectors, and Workflows guides — or invite a teammate from Workspace → Users so they can collaborate alongside your agents.