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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.

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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.

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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.