---
app: agent
audience:
  - owner
since: 0.1.8
ui_only: false
agent_actions:
  - tool: app_preset_plan
    permission: auto
    example: what would the online-shop template give me?
agent_examples:
  - set up an office for a café
  - which template fits a wholesale business?
llm_weight: normal
title: The first-office wizard
description: Hire the team a retail shop, F&B, services, wholesale or online
  shop usually needs — in one screen.
editUrl: true
head: []
template: doc
sidebar:
  order: 4
  hidden: false
  attrs: {}
pagefind: true
draft: false
---

import { Steps, Aside } from "@astrojs/starlight/components";
import { AgentAsk, Shot } from "@components";

**Who this is for:** an owner with an empty office, or one who wants to add a whole department at once.

The wizard appears once, right after setup, when the office has no agents yet. Later it lives under **Settings → Office → Set up from a template…** and only *adds* what your office lacks — it never removes anything.

## Steps

<Steps>

1. Pick what your business does: **Retail shop**, **Food & beverage**, **Services**, **Wholesale & distribution** or **Online shop**. <Shot src="agent/start/wizard-01-type.png" alt="The wizard's business-type cards" />

2. Answer two questions: **Do you have a business WhatsApp number?** adds a customer-service agent to answer it. **Do you post on social media?** adds a marketing agent. Linking the number and the accounts happens later, in Settings.

3. Check the preview. It lists the agents about to be hired (name, role, room) and how many seats your plan allows — the smallest useful team comes first, the rest fills in when the plan has room. Press **Hire N agents**. <Shot src="agent/start/wizard-02-preview.png" alt="The preview with the agents to hire" />

4. Wait. Each agent takes about a minute to set up; you can close the window and watch the map. An agent that fails shows **Needs attention** — open it and press **Retry setup**.

</Steps>

Each agent's automations follow its room and start switched on (payroll drafts are the exception: you switch those on yourself).

<Aside type="tip">
  The templates are a starting point. Rename, move or remove any agent afterwards — see [Move or remove an agent](/agent/office/move-or-remove-an-agent/).
</Aside>

## Ask your agent

<AgentAsk />

## Limits & safety

- The wizard runs on the desktop only; a paired tablet cannot start it.
- It respects your plan's seat count: with 3 agents already hired and a Pro plan (5), it adds at most 2.

## Troubleshooting

- **"Nothing to add"** — every role of the template is already in the office. Add single agents instead.
- **An agent stays on "Needs attention"** — open its desk, press **Retry setup**; if it keeps failing, Settings → Account & app → **Run agent health check**.

## Related

[Add an agent](/agent/office/add-an-agent/) · [Rooms](/agent/office/rooms/) · [Requirements](/agent/start/requirements/)