Getting Started

This guide walks you through setting up your Obi account, creating your first workspace, and building a simple automation. By the end, you will have a working agent ready to run.

Create Your Account

1. Open the Obi application in your browser.
2. Choose a sign-up method (email, Google, or GitHub).
3. Follow the on-screen steps to complete registration.
4. After signing up, you will be logged in and taken to the main screen.

Create a Workspace

A workspace holds all of your apps, integrations, and team members. You need at least one workspace before you can start building.

1. On your first login, Obi prompts you to create a workspace.
2. Enter a name for your workspace. Pick something that describes the team or purpose, such as "Marketing Team" or "Personal Projects."
3. Confirm the creation. You will land on the workspace dashboard.

When you create a workspace, Obi automatically creates a default app inside it to help you get started quickly.

You can create additional workspaces later or switch between them using the workspace selector in the sidebar.

Connect an Integration

Integrations let Obi interact with your existing tools. Connecting GitHub or Linear is optional to get started, but most workflows benefit from at least one integration.

1. Open Settings from the sidebar.
2. Select the Integrations tab.
3. Find the service you want to connect (for example, GitHub) and click Connect.
4. You will be redirected to the service's authorization page. Review the permissions and approve the connection.
5. After approval, you return to Obi and the integration appears as connected.

For more details, see Managing Integrations.

Create Your First App

An app is a container for your agents, squads, and tools. When you created your workspace, a default app was automatically created for you.

1. In the sidebar, find the Studio section where you can see your default app.
2. You can rename this app or create additional apps by clicking Create App.
3. If creating a new app, enter a name such as "My First Automation."
4. The app appears in the sidebar under Studio.

Add an Agent

An agent is a single AI worker with its own instructions and model.

1. Click on your new app in the sidebar, then select Agents.
2. Click Create Agent.
3. Give the agent a name and write a prompt that describes what it should do. For example: "Summarize the main points of any text you receive."
4. Choose a model from the model selector. Obi offers several options grouped by family.
5. Save your changes. The agent is now ready to be used in a squad.

Build a Squad

A squad arranges one or more agents into a workflow.

1. In your app, select Squads from the sidebar.
2. Click Create Squad.
3. The visual editor opens. Your agent appears as a node that you can position on the canvas.
4. If you have multiple agents, connect them by dragging edges between nodes to define the execution order.
5. Optionally, define output variables to capture the squad's final results.

Run Your First Execution

1. Open the squad you just created.
2. Click the Execute button.
3. Obi creates an execution and begins running the squad. You can follow its progress in real time on the execution page.
4. When the execution finishes, the status changes to "Completed" and the results appear on screen.

You now have a working automation in Obi. From here, you can add more agents, connect tools, set up triggers for automatic runs, or invite team members to collaborate.