Getting Started
Quick Start Guide
Get started with Involvyn in just a few minutes. This guide walks you through creating your first AI assistant.
Prerequisites
- An Involvyn account, free to create
- Basic understanding of AI assistants and automation
- Account access to any external services you want to connect
Step 1
Create your first assistant
Sign up for Involvyn and create your first AI assistant. Give it a name and describe what you want it to help you with.
Get Started FreeStep 2
Add capabilities
Choose from our marketplace of capabilities to enhance your assistant's functionality.
Available after signing up. Includes web search, email, file processing, and more.
Step 3
Test your assistant
Use our testing environment to see how your assistant responds to different questions and tasks.
Available after signing up. Test your assistant before going live.
Step 4
Deploy and connect
Connect your assistant to websites, WhatsApp, Telegram, and other platforms.
Available after signing up. Deploy your assistant to help your customers.
Specialists
Assistant Configuration
Configure your assistants for the behavior and performance your use case needs.
Model Selection
Choose from various AI models based on your use case and requirements.
- GPT-4: best for complex reasoning
- GPT-3.5: a good balance of speed and capability
- Claude: excellent for analysis and writing
Instructions
Write clear, specific instructions to guide your specialist's behavior.
- Be specific about the specialist's role
- Define expected outputs and formats
- Include examples when possible
Tools
Available Capabilities
Involvyn provides a marketplace of capabilities to extend what your assistants can do.
Search Tools
Web search and news search capabilities
Data Tools
CSV processing, visualization, and analysis
Communication
Email, Slack, and notification services
File Processing
PDF, image, and file processing tools
Integrations
Google Sheets, Zapier, and webhook tools
Analysis
Text analysis and statistical analysis tools
Schedules
Scheduled Jobs
Schedule your specialists to run automatically on a recurring basis. Useful for daily reports, periodic data collection, and automated notifications.
Creating a Schedule
Open Schedules in your dashboard and click New Schedule. Select a specialist, define the task prompt, and choose your schedule type.
Schedule Types
Configure how often your specialist runs with flexible scheduling options.
- Interval: run every N minutes, hours, or days
- Daily: run at a specific time each day
- Weekly: run on specific days of the week
- Cron: a full cron expression for advanced schedules
Monitoring Executions
Track every execution with detailed logs. View status (success, failed, timeout), execution duration, and full output for each run. Set maximum run counts and failure thresholds.
Delivery and Notifications
Optionally configure delivery for job results. Output can be sent via email, Slack, or any connected integration automatically after each execution.
Workflows
Workflows
Build multi-step automations with a visual drag-and-drop workflow builder. Chain specialist actions, add conditions, and create complex business processes without code.
Visual Workflow Builder
Create workflows using our canvas-based editor. Drag nodes from the palette, connect them with edges, and configure each step. The builder supports zoom, pan, and auto-layout.
Triggers and Conditions
Every workflow starts with a trigger node. Choose from:
- Manual: run on demand from the dashboard
- Schedule: run on a cron or interval schedule
- Webhook: trigger via an incoming HTTP request
Add condition nodes to branch logic based on previous step outputs.
Node Types
Trigger
Starts the workflow: manual, scheduled, or webhook
Specialist
Runs an AI specialist with a specific prompt and tools
Condition
Branches based on output values or expressions
Delay
Waits for a specified duration between steps
Execution and History
Run workflows manually or let triggers fire them automatically. The execution history panel shows every run with per-node status, outputs, and timing. Pause, activate, or delete workflows at any time.
API Reference
API Access
Connect Involvyn to your applications using our REST API.
Authentication
All API requests require authentication using your API key. Send it as a bearer token on every request.
Authorization: Bearer YOUR_API_KEY
Base URL
https://api.involvyn.com/api/v1
Usage Limits
API requests are limited based on your plan. Check your usage in your account dashboard.
Support
Need help?
Can't find what you're looking for? Our support team answers questions about setup, integrations, and billing.