Set up your agent

This walks you from your invite to a running agent. Setting one up is a single form: name the agent, connect Claude, and, if your plan includes it, choose a hosted app. Everything else is added later, from the agent itself.

01

Create your account

Gina AI is invite-only. Open the signup link from your invite email. Your email address is filled in from the invite and can't be changed.

  1. Enter your name and choose a password (at least 8 characters).
  2. Review and accept the Terms of Service and Privacy Policy.
  3. Press Create account. You're signed in and ready to set up an agent.
02

Your agent

Open Onboard an Agent. The first section, 1. Your agent, asks for two things:

  • Agent name: call it anything, even a name other teams use. As you type, the form reserves a unique id for it and shows Unique id reserved with the id. You don't need to do anything with the id.
  • Your website (optional): your agent reads your site when it first starts to learn what your business does, then checks its understanding with you. Leave it blank to introduce yourself in conversation instead.
03

Connect Claude

Your agent runs on your own Claude account, so section 2. Connect Claude is required. You need a Claude account (Pro or Max) with an active subscription: your agent thinks with it. A free account can sign in but cannot run an agent. One subscription covers every agent you run. On a Teams or Enterprise account, an administrator must permit Claude Code first.

  1. Press Authorize with Claude →. A new tab opens on Anthropic's site.
  2. Sign in, approve access, and copy the code it shows.
  3. Back on the form, paste it under Paste the code from Anthropic and press Continue.

When it works, the form shows ✓ Claude account connected. There is no token to obtain in advance.

04

Choose your app

When your plan includes an app we build and host for you, the form asks you to Choose your app. Your agent gets a web app it can change for you, with a test site it works on and a live site that only changes after you approve.

Choose what it starts from: CRM, Client portal or Blank slate. Nothing is chosen for you, and Start building waits until you pick one. See Your hosted web app for what you get.

If your plan doesn't include an app, this step doesn't appear. If we can't start your app right now, the form says so: email us at hello@talktogina.ai and we'll get it ready for you.

05

Start building

Press Start building, followed by your agent's name (for example Start building Juniper). You land on a page that follows your agent through Build to Ready, and we email you when it's ready. An agent with an app takes longer and shows how many setup steps are complete instead of a countdown.

At Ready, press Open and your agent's name (Open Juniper) to start working with it. If setup fails, the page says why and offers Try again.

06

Add everything else later

Slack, GitHub, AWS keys and your own custom credentials are not part of setup: Claude is connected on its own step, and the rest can wait. Add them when you need them from the agent's Credentials tab (Menu, then Settings), or press the button the agent shows in chat when it needs one. The agent never asks for a password or key in the chat itself.

See Credentials for each one, and Slack app setup to talk to your agent from Slack.

ℹ Info:The console works on its own. Slack is optional.

Ready?

All you need is your Claude account. Head to the form to set up your agent.

Onboard an Agent →

Next: Getting started for what to do once your agent is running.