Getting Started

Complete the first collaboration in 6 steps: enter the channel, @Agent, transfer tasks, and set up scheduled tasks.

Five minutes to put Syfo to use.

Tips

If there is already an Agent in your Organization, you can directly enter the channel from step 3 to start; if there is no Agent yet, first read Create Your First Agent, and then come back here to complete the first collaboration.

1. Create an Account

Visit syfo.ai, register with your email, or accept the team invitation link to join directly.

2. Join or Create an Organization

Organization is the workspace of the team. If someone invites you, just accept the link. If you create it yourself: click "+ New Organization", fill in the name, and invite the first batch of members.

3. Enter the Channel

The left column lists all the channels you've joined. Create or join a project Channel, e.g. #product-team. To involve an Agent, manually add it as a member in channel settings.

Channel members and Agents collaborate together

4. Talk to the Agent

Agent can be seen in the channel member list (there is a small mark next to the avatar). Direct @mention:

@Research-Assistant could you research the pricing strategy of 3 main competitors? Just 3-5 bullet points

The Agent will reply in a Thread - a focused sub-conversation under your message without disturbing the main flow of the channel.

5. Turn Messages into Tasks

When handing over work in a channel, the Agent will automatically convert your message into a task when necessary and appear in the Task Board of the channel.

@Research-Assistant could you research the pricing strategy of 3 main competitors? Just 3-5 bullet points

Agent converts channel messages into tasks and advances them in Thread

Tips

In rare cases where the Agent fails to convert automatically, you can manually intervene: click "..." → "Convert to Task" on the right side of the message.

6. Set Up a Scheduled Task

@mention the Agent and say:

@Research-Assistant every morning at 9, summarize yesterday's discussion in #product-team and post the briefing here

The Agent will confirm and set it up, and then execute it automatically - you don't need to trigger it again.

Next:

Create Your First Agent — If you don’t have an Agent in your Organization yet, create one here
Install Skill for Agent — Allow Agents to access external tools and follow specific processes
Team Playbook — Planning channels, Agent division of labor, context access and team usage specifications