> ## Documentation Index
> Fetch the complete documentation index at: https://docs.beam.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick-start: Setup Your First Agent

> Deploy your first AI agent in minutes using pre-configured templates with integrated components

Deploy your first AI agent using Beam's template system. Templates provide pre-configured workflows with integrated LLM infrastructure, integrations, and monitoring.

<iframe src="https://app.supademo.com/embed/cmgro9a7u0oymyzgy16a8wo39" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style={{width: "100%", height: "450px"}} />

## Before You Begin

Ensure you have:

* Active Beam workspace with appropriate permissions
* Modern browser (Chrome, Firefox, Safari, Edge)
* Basic understanding of your automation goal

## Build Your First Agent

<Steps>
  <Step title="Select a Template">
    Navigate to your Beam dashboard and access the template gallery.

    **Available Templates**:

    * Customer service automation
    * Data processing workflows
    * Report generation
    * Email management
    * Document analysis

    Click **"Create Agent"** and select a template matching your use case.

    <Frame>
      <img src="https://mintcdn.com/beamai/6LaJKhR5hlKbMr0x/images/quickstart/template-gallery.png?fit=max&auto=format&n=6LaJKhR5hlKbMr0x&q=85&s=3ef059a694de49c30ded1984d8432b77" alt="" width="2326" height="1240" data-path="images/quickstart/template-gallery.png" />
    </Frame>
  </Step>

  <Step title="Configure Your Agent">
    Customize the template using the visual flow builder.

    **Configuration Options**:

    * **Agent Instructions**: Define goals and constraints
    * **Flows**: Modify the workflow graph
    * **Input Variables**: Specify data sources and formats
    * **Output Formats**: Configure result structure
    * **Execution Triggers**: Set scheduling or event-based activation

    Changes update the visual graph in real-time.

    <Frame>
      <img src="https://mintcdn.com/beamai/hSCabvC6ee5COSiF/images/quickstart/flow-builder-config.png?fit=max&auto=format&n=hSCabvC6ee5COSiF&q=85&s=4dfd05876847f9acc3ef3a47b756a8a2" alt="" width="2358" height="1410" data-path="images/quickstart/flow-builder-config.png" />
    </Frame>
  </Step>

  <Step title="Connect Integrations">
    Add integrations from Beam's 1500+ pre-built connectors. Authentication, rate limiting, and error handling are managed by the platform.

    **Integration Process**:

    1. Select required integrations from the catalog
    2. Authorize connections through OAuth flows
    3. Map data fields between systems
    4. Configure retry and fallback behaviors

    **Common Integrations**:

    * Email (Gmail, Outlook, Exchange)
    * CRM (Salesforce, HubSpot)
    * Databases (PostgreSQL, MongoDB)
    * Storage (S3, Google Drive, Dropbox)
    * Communication (Slack, Teams)

    <Frame>
      <img src="https://mintcdn.com/beamai/hSCabvC6ee5COSiF/images/quickstart/integration-setup.png?fit=max&auto=format&n=hSCabvC6ee5COSiF&q=85&s=7b3da9e2f5fe3d2a7d32fdd1e47426c4" alt="" width="2898" height="1554" data-path="images/quickstart/integration-setup.png" />
    </Frame>
  </Step>

  <Step title="Test Your Agent">
    Create test tasks to verify agent execution.

    **Testing Workflow**:

    1. Click **"Create Task"** from the agent dashboard
    2. Provide input data
    3. Monitor real-time execution through the visual flow
    4. Review output quality and execution time
    5. Inspect node-level logs for debugging

    <Frame>
      <img src="https://mintcdn.com/beamai/6LaJKhR5hlKbMr0x/images/quickstart/test-execution.png?fit=max&auto=format&n=6LaJKhR5hlKbMr0x&q=85&s=61410c8dee05214c66c70781694b9876" alt="" width="2880" height="1534" data-path="images/quickstart/test-execution.png" />
    </Frame>
  </Step>

  <Step title="Review and Optimize">
    Analyze test results before production deployment.

    **Optimization Checklist**:

    * Output quality meets requirements
    * Execution time within acceptable limits
    * Error handling covers edge cases
    * Integration mappings validated
    * Fallback procedures defined
  </Step>

  <Step title="Publish Your Agent">
    Make your agent accessible via API.

    **Publishing Process**:

    1. Click **"Publish Agent"** to generate API endpoint
    2. Agent becomes accessible via public URL with API key authentication
    3. Example: `https://app.beam.ai/public/chat/{agent-id}?apiKey=[API_KEY]`

    **What You Get**:

    * Public API endpoint
    * API key authentication
    * Integration with your applications
    * Access control management
  </Step>
</Steps>

## Example: Customer Service Email Agent

Build customer service automation using the Customer Service Agent template.

**Use Case**: Automatically classify emails and generate draft responses for human review.

**Workflow**:

```
Email Ingestion → Content Analysis → Classification → Response Generation → Human Review
```

<Accordion title="Email Ingestion">
  **Pre-configured**:

  * OAuth authentication with Gmail/Outlook
  * Automatic polling or webhook triggers
  * Email parsing and metadata extraction

  **Your Customization**:

  * Select inbox to monitor
  * Define filtering criteria
  * Set execution frequency
</Accordion>

<Accordion title="Content Analysis">
  **Pre-configured**:

  * NLP-based content extraction
  * Sentiment analysis
  * Intent detection
  * Entity recognition

  **Your Customization**:

  * Define business-specific entities
  * Adjust sentiment thresholds
  * Configure priority scoring
</Accordion>

<Accordion title="Classification">
  **Pre-configured**:

  * Multi-label classification
  * Confidence scoring
  * Fallback handling
  * Auto-escalation for low confidence

  **Your Customization**:

  * Define categories
  * Set confidence thresholds
  * Map categories to templates
</Accordion>

<Accordion title="Response Generation">
  **Pre-configured**:

  * Context-aware drafting
  * Tone consistency
  * Template variable filling
  * Compliance filters

  **Your Customization**:

  * Upload response guidelines
  * Define brand voice
  * Configure templates
  * Set response length
</Accordion>

<Accordion title="Human Review Queue">
  **Pre-configured**:

  * Slack/Teams notifications
  * Approval workflow
  * Escalation routing
  * Audit trail

  **Your Customization**:

  * Define team assignments
  * Set SLA timers
  * Configure actions
  * Map escalation paths
</Accordion>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Agent not executing as expected">
    **Common Issues**:

    * **Input Validation**: Check formats match expected schema
    * **Integration Errors**: Verify OAuth tokens and API credentials
    * **Flow Logic**: Review node connections and conditional logic
    * **Logs**: Access detailed logs from agent dashboard
  </Accordion>

  <Accordion title="Poor output quality">
    **Optimization**:

    * **Prompts**: Use optimization feature to test variations
    * **Input Quality**: Add preprocessing nodes for data cleaning
    * **Model Selection**: Review routing decisions, manually specify models
    * **Feedback**: Enable HITL review for low-confidence outputs
  </Accordion>

  <Accordion title="Performance issues">
    **Solutions**:

    * **Speed**: Identify slow nodes, optimize prompts, enable parallel execution
    * **Scaling**: Configure concurrency limits, enable auto-scaling
    * **Monitoring**: Track resource usage patterns
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Build Agents" icon="wrench" href="/02-building-agents/agent-fundamentals/creating-agents/creating-agents">
    Create and configure agents with flows and tools
  </Card>

  <Card title="Connect Tools" icon="plug" href="/02-building-agents/agent-configuration/integrations/integrations">
    Set up integrations and API connections
  </Card>

  <Card title="Test & Debug" icon="bug" href="/03-running-operations/debugging-testing/rerunning-tasks/rerunning-tasks">
    Debug agents and rerun failed tasks
  </Card>

  <Card title="Optimize Outputs" icon="sparkles" href="/04-observability-analytics/optimize-outputs/optimize-outputs">
    Improve agent accuracy with AI-powered optimization
  </Card>
</CardGroup>