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Erdo’s first-run setup asks what you want to accomplish. You do not need to choose or configure agents: Erdo coordinates its internal capabilities for the work you ask it to do.

Add the context you have

Erdo can look up your business from its domain and suggest useful data connections for your goals. Connections are optional during setup. Skip them if you want to explore first, then add data later from Data & connections. Enterprise workspaces can also invite colleagues during setup. Personal workspaces can invite people later from team settings.

Pick a plan

Erdo runs on credits, which come with your subscription. Setup asks you to choose a plan before you connect data; checkout is handled by Stripe, and your credits appear as soon as payment completes. You can switch or cancel the plan at any time from Plans & Billing in settings. Workspaces that already have a subscription (for example, one arranged with our sales team) skip this step automatically.

Choose how to begin

The final step offers two starting points:
  • Start a conversation for questions, research, analysis, and one-off pages or other outputs.
  • Browse templates for a guided flow with a defined, repeatable result.
You can move between conversations and templates at any time. Choosing one does not lock the workspace into that mode.