Getting Started with theGPTlab: Your Onboarding Guide

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

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.

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.

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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