Getting Started Guide
Everything you need to set up and make the most of our platform.
Quick Start Checklist
Follow these steps to get up and running quickly:
Account Setup
Get started with your Pragmatic Developments account
Create Your Account
Sign up with your email or use Google/GitHub OAuth for quick access.
Verify Your Email
Check your inbox for a verification link to secure your account.
Complete Your Profile
Add your company information and preferences for personalized service.
Configure Authentication
Set up two-factor authentication for enhanced security.
AI Agent Configuration
Deploy and customize AI agents for your business
Choose Your Agent Type
Select from customer service, data analysis, or automation agents.
Customize Behavior
Define personality, knowledge base, and response patterns.
Integrate Data Sources
Connect your databases, APIs, and documentation.
Deploy & Monitor
Launch your agent and track performance metrics in real-time.
CRM Setup
Configure CRM integrations and manage customer relationships
Connect Your CRM
Integrate with Salesforce, HubSpot, or our built-in CRM solution.
Map Data Fields
Define how customer data syncs between systems.
Set Up Automation
Create workflows for lead scoring, follow-ups, and notifications.
Configure Dashboards
Build custom views to track your key metrics.
Hosting Management
Deploy and manage your applications on our infrastructure
Select Your Plan
Choose the hosting tier that matches your traffic and performance needs.
Connect Your Domain
Point your domain to our servers or use a free subdomain.
Configure SSL
Enable automatic SSL certificates for secure connections.
Set Up Deployments
Connect your Git repository for automatic deployments on push.
Common Questions
How long does account setup take?
Most accounts are set up within minutes. You'll receive a verification email immediately after signing up.
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time from your account settings. Changes take effect at the start of the next billing cycle.
Do you offer technical support?
Absolutely! We offer email support for all plans, and priority phone/chat support for Pro and Enterprise plans.
Is my data secure?
We use industry-standard encryption and security practices. All data is encrypted at rest and in transit, and we're SOC 2 Type II compliant.