> For the complete documentation index, see [llms.txt](https://docs.thegptlab.com/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.thegptlab.com/guide/quick-start/getting-started-with-thegptlab-your-onboarding-guide.md).

# Getting Started with theGPTlab: Your Onboarding Guide

Welcome to theGPTlab, where we empower you to create intelligent AI agents for financial services.

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### Step 1: Welcome and Account Setup

When you first log into theGPTlab, you’ll be greeted with a welcome message inviting you to tell us more about yourself.

* **Fill in Your Details:**
  * Enter your first and last name in the respective fields.
  * Provide your company name to personalize your account.
* **Save Your Information:**
  * After entering your details, click the ‘Save’ button to proceed.

This information helps customize your experience and aligns the platform with your professional profile.

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### Step 2: Model Dashboard Overview

After setting up your account, you’ll be directed to the Model Dashboard. This is where you can enable and configure the AI models you’ll be working with.

* **Choose an AI Model:**
  * You will see options like OpenAI, Azure OpenAI, and HuggingFace.
  * Each model offers unique capabilities and strengths.
* **Configure Your Model:**
  * Click 'Configure' to enter your API keys or other necessary configuration details.
  * If a model is labeled as 'Coming soon', it indicates upcoming features that will be available for use in the near future.

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### Step 3: Create a New Agent

Creating a new AI agent is at the core of theGPTlab’s platform.

* **Initiate Agent Creation:**
  * Click on 'Create an Agent' to start the process.
  * You'll be prompted to give your new agent a name and a brief description.
* **Agent Customization:**
  * This step is crucial as it defines the purpose and scope of your AI agent.
  * Descriptions help later in managing and identifying the agent’s role within your services.

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