Next Steps & Exploring Further

Congratulations on completing the Getting Started guide for Portal One! You've learned the basics of navigating the platform, creating AI agents, and automating simple tasks with human oversight.

Now you're ready to explore further. Below are recommended next steps, categorized to help you find what's most relevant to your journey:

Recommended Next Steps

These next steps will help you build more powerful and sophisticated automations:

• Connecting Your First LLM Provider:
  • What: Configure your AI agents to use other LLMs by popular providers such as OpenAI or Anthropic instead of the Portal One default LLM.
  • Where: Connect Your First LLM Provider
• Understanding Pings and Notifications:
  • What: Receive notifications from your AI agents when they have questions or need clarification during a task.
  • Where: Understanding Agent Pings & Notifications
• Reviewing Agent Actions:
  • What: Approve or reject AI agents requests to use tools and integrations, ensuring you have the last say when your agents are interacting with important resources.
  • Where: Human Oversight: Reviewing Agent Actions
• Agent Scheduling:
  • What: Schedule your AI agents to perform recurring tasks at a specific time, e.g., review your calendar each morning at 8am.
  • Where: Basic Agent Scheduling: Automating your first task

Advanced Features

These advanced features unlock event more advanced AI agent workflows:

• Explore MCP Servers:
  • What: Connect your agents to a vast ecosystem of tools and services via the Model Context Protocol (MCP). Access MCP servers or integrate your own to significantly expand agent capabilities (e.g., accessing databases, external APIs, specific knowledge bases).
  • Where: MCP Integrations
• Set Up Auto Reply Triggers:
  • What: Enable agents to react instantly to incoming messages or events in real-time. Configure triggers based on message creator, number of messages created, or time elapsed since last message.
  • Where: Auto Reply Triggers
• Configure Message Routing with Channels:
  • What: Direct incoming messages to the appropriate agent based on defined rules. Use channels to organize communication flows and ensure the right information gets to the right place.
  • Where: Message Routing & Channels
• Manage AI Teams & Agent Delegation:
  • What: Create and manage multiple agents that can collaborate. Learn to delegate tasks between agents to build synergistic AI teams for sophisticated projects.
  • Where: Managing Agents / AI Teams

Need More Help?

• Explore the Full Documentation: Use the navigation menu or search bar to find detailed information on any Portal One feature.
• Contact Support: Support Page - If you encounter issues or have specific questions, our support team is here to help.

You're now equipped to explore Portal One's powerful features further. Once you're comfortable with the basics we recommend diving in to quickly unlock more value from your AI agents.

Happy automating!