# Getting started

**What this is:** the shortest path from nothing to your first answer from Bill or Ben.
**Who it is for:** the first admin of a company, then everyone they invite.
**You will learn:** what to do in what order, and where each step is explained.

!!! note "Availability"
    Self-serve sign-up is switched on per deployment (an open trial or a waitlist), and the Microsoft Teams app store listing is coming soon. Where sign-up is not on, your Bill and Ben contact opens your company space; for Teams you install the app package from the console. The [Roadmap](roadmap.md) is kept up to date.

## For the first admin

1. **Sign in to the console.** Open `https://app.<brand>` and sign in with Microsoft, Google or email. You land in your own company, on the Admin overview. See [Admin console](admin/console.md).
2. **Check the trial.** A trial lasts 14 days and needs no card. See [Plans and billing](platform/billing.md).
3. **Invite people and give them roles.** Open **People**, invite by email, then give each person a role such as Member or Developer. See [Invite a person](admin/console.md#task-invite-a-person-and-give-a-role).
4. **Connect Microsoft 365 and Teams.** Follow the [Setup checklist](admin-checklist.md). Install the Teams app package from **Meeting bots**.
5. **Turn Bill and Ben on in a chat or channel.** Open **Channels** and switch the chat on.
6. **Review the AI notice.** Both agents say they are AI before their first answer. You can reword the text in **Settings**. See [AI transparency](legal/ai-transparency.md).

## For everyone else

1. Accept the invitation from your email and sign in.
2. Open a chat with **Bill** (product and business work) or **Ben** (engineering work) in Teams, or mention one in a channel.
3. Write what you want in plain words. See [Teams chat](flows/teams-chat.md).
4. If an agent wants to change something, it asks first. Say yes or no.

Next, try one of these:

- Bring an agent to a [meeting](flows/meeting.md).
- Open the [Helmora board](canvas.md) and plan something together.
- Use your own AI app as a remote control: [Connect your AI](connect-your-ai.md).

## If it does not work

You may see a message that you are not on the list, or that your account is not linked. Both have simple fixes: see [Troubleshooting](troubleshooting.md).