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Get Started with Siesta AI

After signing in, confirm that your profile, team membership, and available resources look correct. Your team determines which agents, workflows, connections, data collections, and templates you can use.

First Checks​

  • Confirm you are in the right organization.
  • Open your profile and verify your account details.
  • Check which teams you belong to.
  • Review the agents and workflows available to you.
  • Open Connections to see whether you need to authorize any personal tools.

Main Areas You Will Use​

  • Chat: interactive questions, drafting, analysis, and follow-up conversations.
  • Agents: role-specific assistants with configured prompts, models, data, and tools.
  • Tasks: follow-up work from conversations or agentic processes, with Table and Kanban views.
  • Data: data collections with uploaded files or connected data sources.
  • Memory: organization knowledge collections and pages that agents can use.
  • Workflows: multi-step processes built from connection actions, agents, webhooks, and conditions.
  • Connections: personal or shared access to external systems such as Gmail, Google Calendar, Jira, HubSpot, Slack, Google Drive, and APIs.

Where to Begin​

Start in Chat if you want to ask a question or work interactively. Use an agent when the work requires a specific role, tool set, or repeatable behavior. Use tasks when you need to track follow-up work.

If an expected agent, connection, or data collection is missing, ask your administrator to check your team access.

What You Do Not Need To Understand Yet​

You can use Siesta AI effectively without learning the internal architecture first. For your first work sessions, you do not need to understand:

  • model connections or model provider setup,
  • system prompts or full agent configuration,
  • retrieval settings, chunks, or indexing behavior,
  • OAuth scopes, token limits, approval policy internals, MCP, or API payloads,
  • workflow triggers, conditions, node history, or advanced builder details.

Ask an admin when one of those details blocks your work. Otherwise, focus on choosing the right agent, naming the source to use, describing the output you need, and checking important results.

First 10 Minutes Checklist​

  1. Open Agents and identify the two or three agents that match your job.
  2. Open one agent and check whether it has connected data or tools in its configuration.
  3. Open Connections and authorize personal tools you need, such as Gmail, Google Calendar, Google Drive, or Microsoft Outlook.
  4. Open Data and confirm whether the collections you need are visible and processed.
  5. Open Memory and find the collection or page that contains team knowledge, policies, or playbooks.
  6. Start a chat with a simple request that names the source and desired format.

Good First Requests​

  • Which agents should I use for customer support work, reporting, and internal policy questions?
  • Use the HR Policy Memory collection and answer: what should a new employee complete in week one?
  • Summarize this uploaded file into decisions, risks, owners, and follow-up tasks.
  • Draft a Slack update from this conversation, but wait for my approval before sending.

When To Ask An Admin​

Ask an admin for help when an agent is missing, a data collection is not visible, a shared connection fails, a tool says you do not have permission, or a workflow is visible but cannot be run.