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Getting started

CloudyBot is an AI assistant built for execution: it can use a secure cloud browser, edit files in your workspace, run on a schedule, and hand off work between Specialists. This page is the on-ramp — the docs hub links every other section.

Dashboard layout

After you sign in at the dashboard, three areas matter on day one:

• Threads — one conversation per job or topic. Create a thread before sending chat; replies and tool runs stay scoped to it. See threads & memory for how context rolls forward.
• Specialists — preset or custom roles with duties and enabled skills. Free accounts get Cloudia plus one Build Your Own Specialist; other templates need Growth or higher (pricing).
• Settings → Connect — OAuth and API keys for Notion, Google Sheets, GitHub, email, calendar, and WhatsApp. Skills only work after the matching connection is saved here (integration guides).

Five-minute path

1. Create an account and open the dashboard.
2. Start a chat thread. Ask for something small with clear success criteria — for example, “Summarize this URL in three bullets” or “List the headings on this page.” See your first task for proven prompts.
3. If the job needs an external app, connect it under Settings → Connect before asking. WhatsApp outbound sends require a paid plan (Free = 0 monthly sends).
4. (Optional) Open Built-in Specialists and ask Cloudia to propose a team for your workflow.
5. (Optional) Add a scheduled task once a manual run behaves the way you want.

Free plan limits (what to expect)

On Free, you get 100 AI credits and 30 browser minutes per calendar month, 2 Specialists (Cloudia + one custom), and 2 cron jobs. Model selection is Auto-only (no manual picker). Credits reset on the calendar month — not additive. When you hit a cap, chat or browser tools stop until the next period or you upgrade; details in limits FAQ and pricing.

Browser sessions and your workspace

Browser automation runs in an isolated cloud session — not on your laptop. The agent can also read and write files under your account workspace (~/files/ in tool output). Upload a small note or CSV, ask for a structured summary, and download the result from the thread. For longer browser jobs, state the target URL and what “done” looks like so the run does not wander. Skill reference: browser automation, file editing.

Common first-run mistakes

• No thread — chat requires a threadId; create one in the dashboard first.
• Integration not connected — “read my Notion database” fails until Notion is linked under Settings.
• Vague success criteria — “help with marketing” vs “draft three LinkedIn hooks from this URL.” See sending messages.
• Assuming WhatsApp on Free — inbound may work after setup, but outbound sends need a paid plan.

Product tour: How CloudyBot works. Stuck after that? Troubleshooting · Status · Contact.

Guides in this section