Getting Started FAQs

Onboarding, first steps - How to get started with AI agents

Getting Started

How can I get started?

Getting started takes just a few minutes:

  1. Sign up at app.abundly.ai/signup — free trial, no credit card required
  2. Create an agent from scratch or clone one from our Use Cases
  3. Configure and test — tell it what to do, enable capabilities, and refine until you're happy

For a complete walkthrough, see our Getting Started Guide.

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Getting Started

How do I pause an agent to save credits?

There are two ways to pause an agent:

  1. From Agent Management: Go to Agent Management → Agents tab, find your agent, and use the On/Off toggle in the Status column
  2. From the agent itself: Go to Settings → Main Settings → Actions and toggle the agent off

While paused, the agent stops processing triggers, scheduled tasks, and incoming messages — but stays fully configured and ready to resume anytime.

For more details, see our Agent Management documentation.

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Getting Started

How do I write good instructions for my AI agent?

Agent instructions are like a job description - they define what your agent should do, how it should behave, and provide necessary context. Here's how to write effective instructions.

Two Ways to Create Instructions

  1. Direct editing - Click "Instructions" in the agent navbar to write and edit directly
  2. Conversational configuration - Chat with the agent and ask it to update its own instructions based on the conversation

The Recommended Workflow

  1. Start a conversation - Describe what you want in plain language, like onboarding a new team member
  2. Agent asks for what it needs - It will request capabilities, documents, or clarification
  3. Agent drafts instructions - Writes its own instructions from the conversation for your review
  4. Review and tweak - Read the draft, make adjustments, and approve
  5. Iterate over time - Return anytime to improve

Best Practices

Do:

  • Be specific about the expected outcome
  • Explain the "why" behind important rules
  • Provide examples of good and bad behavior
  • Define escalation paths for edge cases

Don't:

  • Write novel-length instructions upfront
  • Assume the agent will infer unstated requirements
  • Include irrelevant context
  • Forget to update instructions as needs change

The Intern Analogy

Think of setting up an agent like onboarding a new intern:

  1. Explain the job and the goal
  2. Provide context and resources
  3. Set boundaries - what should they never do?
  4. Start supervised and monitor their work
  5. Gradually expand responsibility as trust is earned

Version Control

Agent instructions are automatically versioned, so you can:

  • Track changes over time
  • Revert to previous versions if needed
  • Compare versions side-by-side

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