Getting started
This guide takes you from a new account to your first working agent. It is for the person setting up Outrun for their team.
1. Create a workspace
- Sign in at app.getoutrun.com.
- On the Create your workspace screen, enter a Workspace name.
A workspace holds its own members, sources, agents, workflows and data.
2. Find your way around
The sidebar groups the workspace into three areas:
- Data: Browse, Sources, Destinations and Data Fields.
- Automation: AI Agents, Predictions, Workflows, Testing, Secrets and History.
- Admin: Team, Settings, Billing and Logs.
3. Connect the data your agent needs
Decide what the agent needs to know, such as your CRM contacts or your support inbox. Then connect that app as a source. See connect sources.
4. Create an agent
- Open Automation > AI Agents.
- Select Create Agent.
- Choose a template, or select Start Blank. Templates include Pre-Sales Agent, Lead Qualification Agent, Sales Closer and Customer Success Agent.
- Give the agent the instructions, knowledge and tools it needs for one clear job.
For the full set-up options, see set up an agent.
5. Keep human review on
Add approval steps where a person should check the agent's work before it continues, such as before a message goes to a customer. An approval step pauses the run until someone approves it, edits and approves it, or skips it. See human review.
6. Test with a real scenario
Run the agent on a case your team knows well. Check that it found the right records, followed its instructions, and stopped for approval where you expected. Then try a case where it should hand the work to a person.
7. Review and improve
Open Automation > History to see the agent's workflow runs. You can filter the list by agent. When something is wrong, change the instruction, knowledge or approval step that caused it, and run the scenario again.
