Getting started

A phased path onto the headless layer

1. Phase 1: Connect

   Week 1

   • Provision a workspace API key
   • Run codegen against your workspace
   • Stand up one proof of concept against a single agent or workflow
2. Phase 2: Add identity

   Weeks 2 to 3

   • Connect your existing identity provider through OIDC SSO
   • Enable just-in-time provisioning for the pilot user group
   • Move the proof of concept to per-user history
3. Phase 3: Expand

   Weeks 4 to 8

   • Add entities for the relevant record types
   • Ingest knowledge sources for the same use case
   • Wire a queue for exceptions and reviews
4. Phase 4: Operate

   Ongoing

   • Add projects and variables as more teams build on the workspace
   • Extend agent shares as adoption grows