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Quickstart

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.

Prerequisites

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 site

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

  1. Open the site switcher at the top of the sidebar and choose Add new site (on your first visit, click Add Your First Site)
  2. Give it a name (e.g., "YourProduct")
  3. Enter your product's website (e.g., yourproduct.com)
  4. Click Create Site

Floe adds your website as the site's first source and starts reading up to 50 of its pages. If it can't reach that address, the new site's Home points you to Knowledge → Sources to add one. The site is the container for everything Floe learns about your product: content, capabilities, and guided plans. A new site starts with the Demo Agent and the Website Agent turned on.

Step 2: Add your docs and other content

Add your documentation, help center and walkthrough videos so Floe can answer product questions in depth.

  1. Go to your site's Knowledge → Sources tab
  2. Click Add source (Add a source if the site has none yet)
  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. Each source's status on the tab shows when its run has finished.

Step 3: Prepare demo context

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, run your sources again, or turn on Automatic refresh, and tell us; Floe refreshes the demo context on request. Changes to your product's screens are picked up by scheduled re-crawls, which the Floe team can turn on for your site.

Step 4: See it in action

Your demo is ready to share when Demo Agent → Setup says Ready to share: at least one guide is live and its Product sign-in check passes (see Verifying your setup). Guides start as drafts; ask us to make the ones you want offered live, or build your demo tour with your AI coding tool.

  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 next

FAQ

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.