Getting Started
Getting Started
Set up your LeenOps workspace and choose the first product to launch.
Use this section when you are new to LeenOps or helping a client get started.
Setup checklist
- Create or open your LeenOps workspace.
- Invite teammates and assign roles.
- Connect the data sources or knowledge bases your agents need.
- Choose a product area: control tower, chatbot, voice, Hermes, or developer automation.
- Run a small test before sharing the experience with customers.
Important concepts
| Concept | Meaning |
|---|---|
| Workspace | The company account. Users, agents, knowledge bases, billing, and deployments belong to a workspace. |
| Agent | An AI worker with a role, instructions, tools, and run history. |
| Knowledge base | Documents, URLs, and structured context used by chatbots and agents. |
| API key | A scoped credential for widgets, external products, or developers. |
| Deployment | A running external product or Hermes installation linked to LeenOps. |
Recommended first tests
- Ask the chatbot a question that is answered in your knowledge base.
- Trigger one agent run and review the report.
- Open the usage or analytics page and confirm the run was recorded.
- If you use Hermes, confirm telemetry arrives in the deployment dashboard.