Before you start
Think of one small result you would genuinely use. For example:- summarize a document;
- turn meeting notes into an action list;
- compare a few options;
- draft a short announcement.
Open your workspace
1
Sign in to Vecbase
Open Vecbase and sign in. Choose the workspace where this work belongs.
2
Check the workspace name
A workspace keeps one team’s Agents, files, connections, and settings
together. You can rename it later.
Create an Agent
1
Choose New Agent
Give the Agent a simple name that describes its responsibility, such as
“Research Assistant” or “Weekly Report.”
2
Choose a work environment
Use the recommended Temporary workspace for a first, one-off task.
Choose a Dedicated cloud computer only when work must continue over
time.
3
Keep the first setup simple
The recommended model and settings are enough to begin. Add special tools,
files, or connections only when the task needs them.
Give your first task
Open the Agent, choose New Task, and describe the result in everyday language. A useful first instruction might be:Read the attached meeting notes. Give me the five most important decisions, the owner of each follow-up, and anything that still needs a decision.Attach the relevant file, send the task, and review the response. If something is missing, say what to change. You do not need to start over.
Keep the result
Download a finished file when you need a local copy. For work the team will use again, save it in the File Library. File spaces help keep projects or topics separate.What next
Once the first result is useful, choose one next step:- improve the Agent’s role and instructions;
- give it access to a file space;
- connect an approved app or account;
- turn repeat work into a Scheduled Task.