Quick Start Guide

Get up and running with Reasoning Stack in minutes. This step-by-step guide walks you through setting up your account, creating agents, and building your first automation workflows.

Quick Start Guide

Welcome to Reasoning Stack! This comprehensive guide will help you set up your account, understand the core features, and create your first intelligent automation workflows in just minutes.

What is Reasoning Stack?

Reasoning Stack is an advanced AI orchestration platform that enables:

• Multi-Agent Collaboration: Multiple AI agents working together on complex tasks
• Transparent Reasoning: See exactly how AI makes decisions with step-by-step explanations
• Universal Integrations: Connect 50+ apps including Gmail, Slack, Google Workspace, and more
• Intelligent Automation: Create sophisticated workflows across all your connected applications
• Advanced Content Creation: Generate documents, presentations, PDFs, and visual content

Step 1: Account Setup and First Steps

1.1 Create Your Account

1. Visit reasoningstack.ai
2. Sign up for your account and verify your email
3. Complete your profile setup with basic information
4. Choose your subscription plan that fits your needs

1.2 Personalize Your AI Experience

Navigate to Personal Settings to customize how AI interacts with you:

• Set Your Nickname: Tell the AI what to call you
• Define Your Profession: Add your job title for more relevant responses
• Choose AI Personality: Select from traits like:
  • Chatty: Conversational and engaging
  • Technical: Detail-oriented and precise
  • Creative: Innovative and expressive
  • Professional: Business-appropriate tone
• Enable Advanced Tools: Turn on features like AI Search and multi-agent Swarm mode

Step 2: Understanding the Reasoning Engine

Every interaction in Reasoning Stack begins with transparent reasoning.

How It Works:

1. Initial Analysis: AI breaks down your request step-by-step
2. Decision Making: Shows why it chooses specific actions
3. Agent Coordination: Explains how multiple agents will collaborate
4. Continuous Updates: Provides reasoning between each agent hand-off

Try This: Ask “Help me create a weekly report for my team” and watch the reasoning process unfold.

Step 3: Your First Chat Experience

Start with the Chat Options to understand different conversation modes:

Chat Modes:

• Fresh Chat: Start completely new conversations
• Chat with Summary: Continue with context from previous conversations
• Temp Chat: Disposable conversations that aren’t saved

Best Practice: Use Fresh Chat for new projects, Summary Chat for ongoing work, and Temp Chat for sensitive or experimental requests.

Step 4: Connect Your First Applications

4.1 Popular First Integrations

Start with these commonly used apps:

Gmail Integration:

• Authorize access to your Gmail account
• Try: “Show me unread emails from this week”
• Try: “Draft a follow-up email to John about the project”

Google Drive Integration:

• Connect your Google Drive
• Try: “Find all documents related to quarterly planning”
• Try: “Create a new document about our meeting notes”

Slack Integration:

• Connect your Slack workspace
• Try: “Send a message to the team channel about today’s updates”
• Try: “Search for messages about the project deadline”

4.2 Using Knowledge Search

Once connected, use Knowledge Search to find information across all your apps:

Try These Searches:

• “Find emails from Alice about the marketing campaign”
• “Show me calendar events for next week”
• “Search for documents tagged as urgent in Notion”

Step 5: Create Your First Custom Agent

Navigate to the Custom Agents section to create specialized AI assistants:

5.1 Agent Creation Process

1. Click “Create New Agent”
2. Name: Give your agent a descriptive name (e.g., “Marketing Assistant”)
3. Purpose: Define what it should do (e.g., “Create marketing content and manage social media”)
4. Tags: Add relevant tags for organization
5. Attachments: Upload relevant documents or reference materials

5.2 Agent Management

• Edit: Update agent capabilities as your needs evolve
• Delete: Remove agents you no longer need
• Search: Find agents by name, purpose, or tags
• Categories: Organize agents by type (Research, Communication, etc.)

Example Agent Ideas:

• Content Creator: Generates blog posts, social media content, and marketing copy
• Data Analyst: Analyzes spreadsheets and creates reports
• Meeting Assistant: Schedules meetings and sends follow-ups
• Research Assistant: Gathers information and creates summaries

Step 6: Experience Multi-Agent Collaboration

6.1 Agent Desk Overview

The Agent Desk is your mission control for multi-agent workflows:

6.2 Watch Agents Collaborate

Try This Complex Request: “Create a presentation about our Q1 sales performance, include data from our CRM, and email it to the team”

You’ll see:

1. Agent Plan Creation: System decides which agents are needed
2. Task Distribution: Different agents handle data gathering, presentation creation, and email sending
3. Live Communication: Watch agents pass information between each other
4. Real-time Status: See which agents are working, waiting, or completed

Step 7: Create Content with AI

7.1 Rich Text Editor

Use the Editor for document creation:

Features to Try:

• AI Image Generation: Click “Add Image” and describe what you want
• Rich Formatting: Bold, italic, headings, lists, and more
• Export Options: Save to Google Docs, PDF, or DOCX
• HTML Output: Everything converts to clean HTML for compatibility

7.2 Presentation Builder

Create professional slide decks:

Try This: “Create a 5-slide presentation about AI in healthcare”

• Watch AI generate complete slide content
• Review and edit individual slides
• Export to PowerPoint or Google Slides
• Share with a public link

7.3 PDF Template Designer

Design reusable PDF templates:

Create Your First Template:

1. Click “Create New Template”
2. Use drag-and-drop to add elements
3. Try AI generation: “Create an invoice template”
4. Save and reuse for future documents

Step 8: Set Up Automation with Task Scheduler

8.1 Create a One-Time Task

Example: “Send a follow-up email to the client in 2 hours”

1. Open Task Scheduler
2. Describe your task in natural language
3. Set the delay (2 hours)
4. Select connected apps (Gmail)
5. Save and monitor in the dashboard

8.2 Create a Recurring Task

Example: “Send weekly team report every Monday at 9 AM”

1. Choose “Recurring Task”
2. Describe the task
3. Set cron schedule: 0 9 * * 1 (Every Monday at 9 AM)
4. Select required apps (Gmail, Google Sheets)
5. Activate the automation

8.3 Monitor Your Tasks

• Dashboard View: See all scheduled tasks at a glance
• Status Tracking: Monitor waiting, running, completed, and failed tasks
• Management: Pause, resume, or cancel tasks as needed

Step 9: Explore Advanced Features

9.1 Voice Agent

Try Voice Commands:

• “Show me my latest Gmail messages”
• “Create a new document about today’s meeting”
• “Schedule a Zoom call for tomorrow at 2 PM”

9.2 Spreadsheet Editor

Data Manipulation:

• Import CSV files or create new spreadsheets
• Edit cells with inline editing
• Export to Google Sheets or CSV
• Perform calculations and data analysis

9.3 Video Player

Supported Sources:

• YouTube videos
• Vimeo content
• Direct video files (MP4, WebM, OGG)

Step 10: Organize with Workspaces

10.1 Create Project Workspaces

Workspace Benefits:

• Project Isolation: Keep different projects separate
• Team Collaboration: Share workspaces with team members
• Custom AI Behavior: Set project-specific AI prompts
• File Management: Upload project-specific documents

10.2 Workspace Setup

1. Create a new workspace for your project
2. Upload relevant documents and files
3. Set custom AI prompts for project context
4. Invite team members with appropriate permissions
5. Configure integrations and resource limits

Step 11: Content Management with Library

Access all your created content in the Library:

Features:

• Unified View: See all documents, presentations, and images
• Smart Search: Find content by title or preview text
• Filters: Show only documents, presentations, or images
• Quick Actions: Edit, delete, download, or share content

Next Steps: Advanced Workflows

Complex Automation Examples

1. Weekly Report Automation:

• Trigger: Every Friday at 5 PM
• Actions: Gather data from CRM, create report, email to team
• Agents: Data Analyst + Content Creator + Email Assistant

2. Lead Qualification Pipeline:

• Trigger: New lead in CRM
• Actions: Research company, score lead, create follow-up tasks
• Agents: Research Assistant + Sales Analyst + Task Manager

3. Content Publishing Workflow:

• Trigger: New blog post draft
• Actions: Edit for SEO, create social media posts, schedule publishing
• Agents: Content Editor + Social Media Manager + Scheduler

Pro Tips for Success

1. Start Simple: Begin with basic tasks before building complex workflows
2. Connect Gradually: Add one integration at a time to avoid overwhelm
3. Use Templates: Leverage existing templates for common use cases
4. Monitor Performance: Regularly review automation success rates
5. Iterate and Improve: Continuously refine your agents and workflows

Getting Help

Support Resources:

• Live Chat: Get real-time assistance
• Documentation: Comprehensive feature guides
• Video Tutorials: Step-by-step visual instructions
• Community Forum: Connect with other users
• Training Sessions: Join live training programs

Common Troubleshooting

Connection Issues:

• Check OAuth permissions for connected apps
• Verify API limits haven’t been exceeded
• Ensure proper workspace access rights

Task Failures:

• Review error messages in Task Scheduler
• Check if connected apps are accessible
• Verify data format requirements

Agent Performance:

• Refine agent instructions for better results
• Add more context through file attachments
• Adjust personal settings for better AI behavior

Ready to Build Amazing Workflows?

You now have the foundation to create sophisticated AI-powered workflows that span multiple applications and agents. Start with simple tasks, experiment with different features, and gradually build more complex automations as you become comfortable with the platform.

Remember: Every feature in Reasoning Stack is designed to work together. Combine agents, automation, content creation, and integrations to build workflows that truly transform your productivity.

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Welcome to the future of AI-powered work. Start building your intelligent workflows today!