Get started
Get started: from sign-up to your first task
Sign up, set up your business, connect your AI plan, meet your Chief of Staff and give the troop its first task.
In this tutorial, you create your account, set up your business and launch your troop. At the end, your Chief of Staff has its first task and your troop works on it. Plan for about 15 minutes. The cloud computer of your troop takes about 2 minutes to start.
Before you begin
- An AI plan that you already pay for, such as ChatGPT Plus or Pro, or Claude Pro or Max. See Connect your AI plan for all the plans.
- For ChatGPT: in ChatGPT, open Settings > Security and turn on device code sign-in for Codex. Troopy signs in to ChatGPT with a device code.
- The address of the website of your business, if it has one. Your troop reads it to learn the business.
From sign-up to the first task
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Create your account
Open troopy.ai and select Get started. Select Continue with Google, or type your Name, Work email and a Password of 8 or more characters. Then select Create account.
Troopy makes your organization and its first workspace. Setup opens at Step 1 · Your business.
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Tell Troopy about your business
Type the Business name. Add a logo if you have one: PNG, JPG or WebP, up to 512 KB. Then type the Website, or say in a few sentences What does the business do?. Select Continue.
Your troop reads the website after the launch. The Chief of Staff drafts the Company, Glossary and Voice files of the brain from it.
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Pick your AI plan
Under Choose your AI provider, select the plan that you pay for. ChatGPT has the Recommended label. Read the note under the list: it says how the plan signs in after setup.
Tick the box to agree to the Terms of Service and the Privacy Policy. Select Launch my troop. The cloud computer of your workspace starts now, and so does its 3-day Trial.
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Meet the computer of your troop
Meet your troop's computer shows the computer while it starts. Pick Its colour, then select Continue.
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Name your troop
Your teammates take their names from a theme, and each name fits its job. Pick a theme, such as Greek mythology or Space, or pick job titles. Select Continue. You can change the theme later in Settings > Troop.
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Pick the face of your Chief of Staff
Your Chief of Staff leads the troop and answers you first. Its face is a robot head. You can pick a plush bot instead. Select Continue.
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Answer a few questions
A survey of 5 short screens asks about your business, about you, what you sell and your goals. The answers fill the memory of your troop, and help the Chief of Staff pick the first teammates.
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Wait for the launch
Building your troop shows each step of the launch. It takes about 2 minutes. You can reload the page, and the steps come back.
If the launch fails, see Fix setup problems.
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Connect your AI plan
Connect your AI plan signs your plan in on the computer. Follow the steps for your plan: sign in and paste a code, approve a code on the site of the plan, or paste a key. See Connect your AI plan.
You can select Skip to Home and connect the plan later. Until then, Home asks you to connect it, and no teammate can work.
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Give the troop its first task
Home opens. Type what you need in the message box, such as "Read our website and tell me three things to improve on our pricing page". Select Send.
Your Chief of Staff answers in its chat. A big job becomes a task on the board, or goes to the teammate whose job it is.
What you did
- You made your organization and its first workspace.
- You started the cloud computer of your workspace, where your teammates work, and its Trial.
- You connected the AI plan that your troop runs on.
- You gave your first task to the Chief of Staff.
Next steps
- Read how to write a brief that comes back right: Give your troop work that it can finish.
- Hire the teammates that your business needs: Hire and manage teammates.
- Connect the services that your troop reads, such as Stripe, PostHog or GitHub: see the Apps tab of these docs.
- Switch on a routine, so that work happens with no ask: Schedule work with routines.
- Invite the people of your business: Invite people and choose their roles.