1
Create or join a workspace
Go to app.layest.com and sign up with your work email, or accept an existing invite from your team. When your workspace loads, you’ll see the main dashboard.If you haven’t set up your workspace yet — chosen a name, invited teammates, and configured your timezone — take five minutes to do that first.
Workspace Setup
Step-by-step workspace configuration, team invites, and dashboard orientation.
2
Create your first agent
From the left sidebar, click Agents, then click New Agent in the top-right corner.Fill in the agent basics:For a deeper look at agent configuration options, see the Agents guide.
- Name — Give your agent a clear, descriptive name (e.g.,
Support Triage Bot). - Instructions — Write a system prompt that tells the agent its role, how it should behave, and any constraints it must follow. Be specific — the more context you provide, the more reliably the agent will act.
- Model — Choose the underlying language model. If you’re unsure, leave this as the workspace default.
You can edit an agent’s instructions, model, and capabilities at any time. Changes take effect on the next run — in-progress runs use the configuration they started with.
3
Add a capability or integration
Select your new agent and open the Capabilities tab. Here you can connect the tools your agent will use.To add an integration:
- Click Add capability → Integration.
- Browse the integration catalog and select a service (for example, Slack, Google Sheets, or a custom REST API).
- Authenticate with your credentials or API key.
- Choose which actions the agent is allowed to perform (read, write, or both).
4
Attach a trigger
A trigger defines when your agent runs. Open the Triggers tab on your agent and click Add trigger. Choose from:
- Manual — Run the agent on demand from the dashboard or via the API. Great for testing.
- Schedule — Set a cron expression or pick a simple interval (hourly, daily, weekly).
- Webhook — Provide an external system with a unique URL; every POST to that URL fires the agent.
- Form submission — Trigger the agent when a Layest form is submitted.
5
Run your workflow and inspect the results
With your agent configured and a manual trigger in place, click Run now from the agent detail page. Layest will execute the workflow and open a live trace in the Observability panel on the right.You’ll see each step as it executes:Click any step to inspect its input, output, and latency. If something went wrong, the error message and stack trace appear inline — no digging through separate log files required.Once the run succeeds, you’re done. You have a working Layest agent.Explore the Observability overview to learn how to set up alerts, compare runs over time, and track performance metrics.
Where to go from here
You’ve built a basic agent. Now explore what makes Layest powerful for teams at scale.Knowledge & Memory
Attach documents and vector memory so your agents always answer with the right context.
Integrations
Browse the full integration catalog and connect agents to your existing tools.
AI Assistant
Use the built-in chat interface to query data and trigger agents conversationally.
Observability
Monitor runs, set up alerts, and measure agent performance over time.