Quickstart

Go from zero to a running AI agent team in about 5 minutes. By the end of this guide, you will have a workspace, a team, and a deployed agent ready to chat.

What You Will Build

You will create:

• A workspace to organize your agents
• A team of agents that collaborate
• Your first agent with a defined role and personality

Prerequisites

Requirement	Details
MeetLoyd account	Get access if you have not already
LLM key saved	At least one provider key configured in Settings

Step 1: Create a Workspace

A workspace is a container for your teams, agents, and data. Think of it like a project folder.

1. From the Dashboard, click the + button in the top bar
2. Select New Workspace
3. Enter a name (for example, "Customer Operations") and an optional description
4. Click Create

First time on the platform?

If you have zero workspaces, MeetLoyd shows a welcome screen with two paths: create one manually or let Loyd (the platform assistant) guide you through setup.

Step 2: Create Your First Team

Teams are groups of agents that work together. Each team has a purpose, like "Sales" or "IT Support."

1. Make sure your new workspace is selected in the top bar
2. Click the + button and select New Team
3. Fill in the basics:

Field	Example value	Why
Name	Customer Support	Identifies the team in your workspace
Description	Handles inbound customer questions	Helps you and your colleagues find the right team

4. Click Create

Your team is created in stopped status. You will start it after adding an agent.

Step 3: Add Your First Agent

1. Open your new team and click Add Agent
2. Configure the agent:

Field	Example value	Notes
Name	FAQ Assistant	How users will identify this agent
Role	Customer Support Specialist	Describes what the agent does
Model	Claude Sonnet (latest)	Good balance of speed and capability

3. Write a short system prompt that tells the agent who it is:

You are a friendly FAQ assistant for our company. You answer common
questions, provide accurate information, and escalate complex issues
to a human team member. Keep answers concise -- 2 to 3 sentences
when possible.

4. Click Create Agent

Step 4: Start the Team

MeetLoyd uses a structured startup process to make sure every agent is properly configured before going live.

1. Go back to your team page

2. Click Start Team

3. The Team Starting Wizard walks you through:

   • Context Discovery -- the platform analyzes your workspace and tools
   • Charter Generation -- each agent gets a charter defining its mission and boundaries
   • Charter Review -- you approve or edit the generated charters
   • Agent Handshakes -- agents are introduced to each other

4. Approve the charters and click Finish

Your team status changes to running.

Why a wizard?

The Starting Wizard ensures agents have proper guardrails before they interact with anyone. Charters define what each agent can and cannot do, which is critical for governance.

Step 5: Chat with Your Agent

1. Switch to the Openspace view using the navigation pill at the top
2. Select your workspace and team
3. Start a conversation -- type a message and press Enter

Your agent will respond based on its system prompt and charter. Try asking it a question related to the role you defined.

What You Have Built

You now have a working setup with:

• A workspace to organize your work
• A team with governance controls (charters, boundaries)
• An agent you can chat with in the Openspace

Next Steps

🤖

Your First Agent (Deep Dive)

Learn about system prompts, tools, and model selection in detail

📦

Starter Kits

Deploy pre-built teams with one click instead of building from scratch

🧠

Memory

Let your agents remember context across conversations

🔧

Tools

Give your agents capabilities like web search, email, and CRM access

👥

Agent-to-Agent

Build teams where agents hand off work to each other

⚙️

Configuration

Fine-tune platform settings, security, and integrations