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

# Manager Quickstart

> Step-by-step guide for managers to design and deploy their first customer experience journey

This guide walks you through building and launching your first customer experience journey — from installing a PowerLink to launching it live via LaunchPad.

## Step-by-Step Guide

<Steps>
  <Step title="🔐 Log in to Agentix cPanel">
    * Open the Agentix cPanel in your browser
    * Login using your **Manager User** credentials

          <img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/user-login.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=1284abfb4472394ba6c86eb2c50396d5" alt="User Login" width="1008" height="548" data-path="user-guide/images/user-login.png" />

    <Info>
      *You will have access to all management features, including user, PowerLinks, workflows and analytics management.*
    </Info>
  </Step>

  <Step title="🛒 Browse & Install Powerlink from Store">
    * Go to **Store** → **Catalogue**
    * Browse ready-made PowerLinks like:
      * 📞 **Realtime** (for live chat or calls)
      * 📤 **Media Upload** (for document intake)
      * 📣 **Outbound Dialer** (for outbound telephony dialing)
    * Click **Install** to add a PowerLink to your workspace.

          <img src="https://mintcdn.com/agentix-5c0a3d87/3fWHT_5u43zyi8Am/user-guide/images/install-powerlink.png?fit=max&auto=format&n=3fWHT_5u43zyi8Am&q=85&s=d8c73fbe6e27f1c58ee5e4a5d6aa5b69" alt="Catalogue - Install PowerLink" width="1008" height="551" data-path="user-guide/images/install-powerlink.png" />

    <Info>
      *PowerLinks are prebuilt, configurable applications designed for specific service modes: self-service, guided or automated.*
    </Info>
  </Step>

  <Step title="🧩 Create PowerLink Actions">
    * Navigate to **PowerLinks**
    * Select the installed PowerLink
    * Create one or more **Actions** representing customer steps
      * For each Action: set name and description

            <img src="https://mintcdn.com/agentix-5c0a3d87/3fWHT_5u43zyi8Am/user-guide/images/create-action.png?fit=max&auto=format&n=3fWHT_5u43zyi8Am&q=85&s=dc41a7623853b4126ee660666a55128b" alt="Create New Action" width="1008" height="552" data-path="user-guide/images/create-action.png" />

    <Info>
      *Actions are the building blocks of your customer journey. Each Action represents a specific step in the workflow, allowing for detailed customization and control.*
    </Info>
  </Step>

  <Step title="🧠 Assign Agent - Define Instructions, Tools & Sources">
    * Assign an **AI-Agent** to the Action from the available agents in the PowerLink
    * Attach any required:
      * 🔧 **Tools** (e.g., CRM lookup, data processing)
      * 📚 **Sources** (RAG knowledge, static files, forms)
    * Write **agent instructions** to guide how AI-Agent responds

          <img src="https://mintcdn.com/agentix-5c0a3d87/3fWHT_5u43zyi8Am/user-guide/images/configure-action.png?fit=max&auto=format&n=3fWHT_5u43zyi8Am&q=85&s=bc3527bc788dd4aaf3f1aca2e108565a" alt="Configure Action" width="1003" height="542" data-path="user-guide/images/configure-action.png" />

    <Info>
      *In addition to assigning AI-Agent, configuring instructions, sources and tools, user have several agent and application configurations available based on the selected agent and powerlink*
    </Info>
  </Step>

  <Step title="🛠️ Create Workflow">
    * Go to **Workflows** → Create a new **workflow**
    * Set **notifications** and **login behavior**
    * Go to **Studio** → Add workflow steps - Drag and drop your defined Actions from the toolbox

          <img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/workflow-studio.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=b0b04386a591579684d307bfbcc511cd" alt="Workflow Steps" width="1439" height="786" data-path="user-guide/images/workflow-studio.png" />

    <Info>
      *You may sequence multiple Actions to create complex workflows that guide users through multiple steps.*
    </Info>
  </Step>

  <Step title="🚀 Launch via LaunchPad">
    * Copy the **Launch URL** from your workflow using the Icon: <Icon icon="copy" />
    * Paste the copied url in new tab to start the **LaunchPad Run** app
    * Fill the contact information, will be mandatory if notification settings enabled for this workflow
    * Click **Let's Start** to begin

          <img src="https://mintcdn.com/agentix-5c0a3d87/3fWHT_5u43zyi8Am/user-guide/images/launchpad-run-full.png?fit=max&auto=format&n=3fWHT_5u43zyi8Am&q=85&s=b6423cf0280303c9e66091bba98a4d1e" alt="LaunchPad Run" width="2872" height="1552" data-path="user-guide/images/launchpad-run-full.png" />

    <Info>
      *Workflow Job can be also triggered via creating new Job from Jobs section or through the QRCode available at the Workflow page.*
    </Info>
  </Step>

  <Step title="📊 Monitor Job Progress & Improve">
    * Go to **Jobs**
    * Track:
      * Created Tasks and user progress in the job
      * Job outcome
      * Agent performance
      * Task completion
    * Use insights to:

      * Adjust workflow
      * Improve Instructions logic
      * Add more Sources or Tools

          <img src="https://mintcdn.com/agentix-5c0a3d87/3fWHT_5u43zyi8Am/user-guide/images/job-preview.png?fit=max&auto=format&n=3fWHT_5u43zyi8Am&q=85&s=949e422059328b45e94c41f104baa530" alt="Job Progress Preview" width="1440" height="784" data-path="user-guide/images/job-preview.png" />

          <img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/task-preview.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=f9eb9a3b96f97164cda20363bdbd2491" alt="Task Preview" width="1210" height="662" data-path="user-guide/images/task-preview.png" />
  </Step>
</Steps>

***

## 🧭 What's Next?

* 🔍 Explore [Building Blocks](/user-guide/getting-started/building-blocks/powerlinks.mdx)
* ➕ Install more [PowerLinks](/user-guide/powerlinks/catalogue)

***

> 💡 More advanced orchestration patterns, role restrictions and fallback flows can be configured as you scale your usage.