# Getting Started with theGPTlab: Your Onboarding Guide

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

<figure><img src="/files/kgk4obqmdo6Oo1PxAQ6s" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/jSK9UxTLyKbjH5iy7KVX" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/H1QvN97SFg80xfKNStk5" alt=""><figcaption></figcaption></figure>

###

### 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.

***

###

<figure><img src="/files/zWNuR5yXNes48Ydpto1A" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.thegptlab.com/guide/quick-start/getting-started-with-thegptlab-your-onboarding-guide.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.