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GeniSpace Quick Start Guide

Welcome to the GeniSpace intelligent workflow platform! This guide follows the recommended onboarding process to help you get started with the platform's core features quickly.

Step 1: Sign Up and Log In​

  1. Go to the GeniSpace site
  2. Sign up for an account (or sign in if you already have one)
  3. Fill in your basic information and create an account
  4. Complete email verification
  5. Sign in with your credentials — you then land on your dashboard

Account-related actions (sign-up, sign-in, your personal profile, and billing) live in the GeniSpace account area, separate from the Console.

Step 2: Access the Console​

After signing in, you will enter the Console. The Console is the central hub of GeniSpace, providing the following modules:

  • Dashboard — Overview and quick access shortcuts
  • Agents — Create and manage agents
  • Tasks — Create and execute workflow tasks
  • Workflows — Visual workflow design and orchestration
  • Operators — Import, configure, and test tools
  • Knowledge Base — Knowledge base management
  • Data — Data sources and datasets
  • Storage — File storage
  • Analytics — Usage and billing analytics
  • Applications — Application management
  • Space — Space members and permissions
  • System — Settings, API keys, and config maps

Step 3: Set Up Data​

Before using workflows and agents, it is recommended to configure your data sources first:

  1. Navigate to the Data module from the Console sidebar
  2. Create a data source (e.g., a relational database connection)
  3. Supported data operation types: READ, CREATE, UPDATE, DELETE
  4. Configure SQL queries and run functional tests

Vector datasets can be created in the Data module for integration with agents. See Data Guide for details.

Step 4: Create a Workflow​

  1. Navigate to the Tasks module from the Console sidebar
  2. Click Create Task or New Workflow
  3. Drag and drop nodes in the visual editor and connect them to form a process
  4. Configure each node's inputs, outputs, and parameters
  5. Set up a trigger (scheduled, event-driven, or manual)
  6. Save and test the workflow

See Workflow Overview and Workflow Builder for details.

Step 5: Create an Agent​

GeniSpace agents support two primary modes — task and conversational:

Task Agent​

  1. Console → Agents → Create Agent
  2. Enter a system prompt to define the agent's role and behavior
  3. Configure the input schema and output schema
  4. Enable memory (optional)
  5. Verify agent behavior in the test interface

Conversational Agent​

  1. Console → Agents → Create Agent, select Conversational type
  2. Configure the system prompt
  3. Open the Chat application to test and debug through multi-turn conversations

See Agent Guide for details.

Step 6: Create Tools​

Tools (operators) expose JSON input/output schemas; OpenAPI specifications can be imported to create them:

  1. Navigate to the Operators module from the Console sidebar
  2. Click Import Tool or Create Tool
  3. Import an OpenAPI definition, create the tool manually, or use a containerized definition
  4. Configure tool parameters and input/output schemas
  5. Select a tool in the test interface and run a test

See Tool System and Custom Operators for details.

Step 7: Create a Workbench​

The Workbench is used to build low-code application pages:

  1. Open the Workbench application
  2. Create a new workbench
  3. Create pages
  4. Configure the navigation menu
  5. Select pages and add workbench modules

See the Workbench section in Applications Overview for details.

Config Map (Optional)​

You can configure a Config Map under System settings:

  1. System settings → Configuration tab → create a new configuration map
  2. Manage configuration variables

This is used for scenarios such as environment variable substitution in workflows (using the {{variableName}} template syntax). See Config Map for details.

Next Steps​

FAQ​

Details

How can I monitor task execution costs? You can view token usage and billing in the Console Analytics module, and manage your subscription from your GeniSpace account area.

Details

How do I share tasks among space members? Invite members through Space Management and assign appropriate permissions. Tasks and resources are isolated by space.

Details

Does GeniSpace support on-premises deployment? The Enterprise edition supports private deployment. See Enterprise Deployment or contact our sales team for more information.

For further assistance, see the full documentation or FAQ.