QuickstartCopy link to this section

Get Floe running on your product in about 15 minutes. By the end, you'll have an AI agent that understands your product well enough to demo it.

PrerequisitesCopy link to this section

You'll need access to the Floe dashboard. If you don't have an account yet, talk to the founders to get set up.

Step 1: Create a siteCopy link to this section

A site represents one product or application that Floe will learn about.

1. Go to Sites in the dashboard
2. Click Add Site
3. Enter your product's URL (e.g., https://app.yourproduct.com)
4. Give it a name (e.g., "YourProduct")

The site is the container for everything Floe learns about your product: content, capabilities, and guided plans.

Step 2: Add content via ingestionCopy link to this section

Floe needs to read your product's documentation and knowledge base to understand what it does.

1. Go to your site's Ingestion tab
2. Click Add Config
3. Choose a source type:
   • Documentation: Your product docs site (e.g., https://docs.yourproduct.com)
   • Knowledge Base: Help center articles
   • Video: YouTube or Loom product walkthroughs
4. Enter the URL and save

Ingestion reads the content automatically. This typically takes 2-5 minutes depending on the amount of content.

Step 3: Prepare demo contextCopy link to this section

Capabilities describe what users can do on your product and how to get there. The demo agent uses them to know what to show and when. After ingestion completes, Floe prepares this demo context for you.

After you change source content, re-run ingestion and tell us; the demo context is refreshed by Floe on request, not automatically.

Step 4: See it in actionCopy link to this section

Once your demo context is ready, your demo agent is ready.

1. Go to Demo Agent → Demo Links
2. Click New demo link, add any prospect context, and create the private preview
3. Open the preview and confirm the AI agent can navigate and explain your product
4. Publish the link only after it passes QA, then copy it for the prospect

The agent adapts to what the user asks about. If they say "show me reporting," the agent navigates to the reporting section and explains what it learned from your docs and capabilities. This is demo automation that compresses time to value.

What's nextCopy link to this section

• Understanding sites for multi-product setups
• Ingestion deep dive for configuring content sources
• Demo agent overview for customizing the demo experience

FAQCopy link to this section

How long does the full setup take? About 15 minutes for the basics. Ingestion takes 2-5 minutes; Floe completes demo-context preparation as part of setup.

Can I skip steps? Each step builds on the previous one. The agent needs ingested content before Floe can prepare useful capabilities. Skipping that step means a less capable agent.

What if I don't have documentation? You can add other content types: YouTube walkthroughs, Loom recordings, knowledge base articles. Any content that describes your product works, and you can add more sources over time.