Start Guide

Get started with Athena AI automation platform

Welcome to Athena. This guide will help you set up your first AI agent and automation workflow in just a few minutes, transforming how you approach repetitive tasks at work.

Creating an Account

Visit athena.rea.pro and register for a free account.

After registering, you'll be redirected to the workspace setup page. From here, you can create a new workspace or join an existing one if you have a pending invitation.

Setting Up Your Workspace

For a free account, you can get started with just a workspace name and basic preferences. You can always upgrade and customize settings later.

If you're joining an existing workspace, you'll need to ask the workspace owner to invite you via email.

Creating Your First Agent

Access your dashboard

Go to app.rea.pro and log in to your account.

Create a new agent

Click + New Agent and provide the following:

A name for your agent (e.g., "Customer Support Assistant")

A role description (what the agent should do)

Initial instructions and behavior guidelines

Select a language model (GPT-4, Claude, or others)

Configure agent capabilities

Choose which tools and integrations your agent can access:

Built-in Tools: Web search, calculations, file processing

Integrations: Email, calendar, CRM, databases

Custom Tools: Upload your own functions and scripts

Set memory and context

Configure how your agent learns and remembers:

Conversation Memory: How long to remember chat history

Knowledge Base: Upload documents and files for reference

Learning Mode: Enable continuous improvement from interactions

Using the Chat Interface

Start a conversation

Navigate to the Chat section from your dashboard.

Select your agent

Choose the agent you just created from the agent selector.

Begin interacting

Type your first message and watch your agent respond intelligently:

Hello! I need help analyzing our customer feedback from last month.
Can you summarize the main themes and suggest improvements?

Attach files and context

Upload documents, images, or data files by:

Clicking the attachment icon in the chat input

Dragging and dropping files directly into the chat

Referencing files from connected cloud storage

Building Your First Workflow

Navigate to Workflows

Click Workflows in the sidebar, then + New Workflow.

Choose a workflow template

Select from pre-built templates or start from scratch:

Email Automation: Auto-respond and categorize emails

Data Processing: Clean and analyze spreadsheet data

Content Creation: Generate and review marketing content

Custom Workflow: Build your own automation flow

Design your workflow

Use the visual editor to connect steps:

Configure each step

For each workflow node:

Triggers: When the workflow should run

Actions: What should happen at each step

Conditions: Logic for branching and decisions

Integrations: External services to connect

Test your workflow

Use the Test Run feature to verify your workflow works correctly before deploying it live.

Connecting External Services

Access the Providers section

Navigate to Providers from your dashboard.

Choose an integration

Browse available integrations or search for specific services:

Email: Gmail, Outlook, SendGrid

Storage: Google Drive, Dropbox, AWS S3

CRM: Salesforce, HubSpot, Pipedrive

Communication: Slack, Teams, Discord

Databases: PostgreSQL, MySQL, MongoDB

Authenticate the connection

Follow the setup wizard for your chosen service:

Configure integration settings

Set up how Athena should interact with the service:

Permissions: What actions Athena can perform

Filters: Which data to sync or monitor

Triggers: What events should start workflows

Rate Limits: How frequently to check for updates

Creating and Using Prompts

Navigate to Prompts

Go to the Prompts section in your dashboard.

Create a new prompt template

Click + New Prompt and define:

Use dynamic variables

Make your prompts flexible with variables:

{{variable_name}} - Simple text replacement

{{#if condition}}...{{/if}} - Conditional content

{{#each items}}...{{/each}} - Loop through lists

Test and refine

Use the prompt playground to test different inputs and refine your templates before using them in agents or workflows.

Monitoring and Analytics

Access your dashboard

The main dashboard shows key metrics:

Agent Performance: Response times, success rates

Workflow Executions: Runs, failures, efficiency gains

Usage Statistics: API calls, storage, active users

Cost Tracking: Usage-based billing and optimization tips

View detailed analytics

Click on any metric to drill down into detailed reports and identify optimization opportunities.

Next Steps

Congratulations! You've set up your first AI agent and workflow. Here's what to explore next:

🎯 Immediate Actions

Create 2-3 more agents for different use cases

Build a multi-step workflow for a common business process

Connect your most-used external services

Invite team members to your workspace

📚 Continue Learning

Read Agent Configuration for advanced setup

Explore Workflow Patterns for complex automations

Review Best Practices for optimization

Join our Community Discord for tips and support

🚀 Advanced Features

Set up Custom Tools for specialized tasks

Configure Advanced Analytics for deeper insights

Implement Security Policies for team use

Explore API Integration for custom applications

Common First-Time Questions

Q: How do I know if my agent is working correctly?
A: Test your agent in the chat interface with various scenarios. Check the analytics dashboard for performance metrics and error rates.

Q: Can I modify agents and workflows after creating them?
A: Yes! Everything in Athena is fully editable. You can update configurations, add new capabilities, and optimize performance at any time.

Q: What happens if I exceed my plan limits?
A: Athena will notify you before you reach limits. You can upgrade your plan or optimize usage through the analytics dashboard.

Q: Can I export my agents and workflows?
A: Yes, you can export configurations as JSON files for backup, version control, or migration between workspaces.

Getting Help

Need assistance? We're here to help:

📖 Documentation: Comprehensive guides for every feature

💬 Community: Join our Discord for peer support and tips

🎥 Video Tutorials: Step-by-step visual guides

📧 Support: Direct help from our team via support@athena.rea.pro

🔧 Office Hours: Weekly live Q&A sessions with our team

Was this guide helpful? Let us know at feedback@athena.rea.pro

Next: Core Concepts | Previous: Documentation Home

Creating an Account#

Setting Up Your Workspace#

Creating Your First Agent#

Creating an Account

Setting Up Your Workspace

Creating Your First Agent