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Quickstart

Cobalt gets you from sign-up to a working agent quickly. You pick a template, connect the systems the agent needs, give it a personality and safety boundaries, and try it — all before you put it in front of any employees.
1

Create your tenant

Sign up — no card required, and you start with 100 free credits. Name your workspace and Cobalt provisions an isolated tenant for your organization and drops you into the admin console. You are the first administrator.
2

Pick a starting template

From the Agents page, start a new agent. Choose a template that matches what you’re building:
  • IT helpdesk agent — service desk, identity and access, team chat.
  • HR support agent — HRIS, time and pay, calendar.
  • Customer success agent — ticketing and CRM.
  • Employee productivity agent — email, calendar, docs, chat.
  • Start from scratch — a blank agent.
Each template pre-selects the integrations a typical agent of that kind needs. You can swap or clear any of them.
3

Choose integrations and authorize

Confirm the integrations the agent should connect to (for example a service desk, an HRIS, and your identity provider), and add any extras. Review the access each one requests, then authorize. Integrations are the primary way an agent gets the ability to act in your systems — see Integrations.
4

Set personality and safety boundaries

Give the agent a tone (direct, warm, terse, or formal — or your own words) and turn on the safety boundaries you want, such as never repeating unmasked PII or handing off to a human for HR, legal, or compensation questions.
5

Try it in Preview

Open the agent’s preview and ask it a real question. Preview is an internal test surface — conversations here don’t reach employees and don’t count against usage.
6

Connect a channel

When it behaves the way you want, connect a channel — embed the web widget on a portal, or install it in Slack — and your agent is live.

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FAQ

No. Sign-up is card-free and every tenant starts with 100 free credits. See Sign up & start free.
No — Preview conversations don’t reach employees and don’t consume credits. You only spend credits on real conversations on a live channel.
No. Every choice is editable after the agent is live, and the sign-up flow itself resumes if you step away. Start small and refine as real conversations come in.
If it speaks the Model Context Protocol, use the MCP Server integration. Otherwise check the catalog — it grows regularly.

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