> For the complete documentation index, see [llms.txt](https://guides.noloco.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.noloco.io/solutions/agency-os/getting-started.md). # Getting Started Welcome to Agency OS. This guide walks you through what you'll see when you first log in and how to get oriented quickly. ## Create your Agency OS app If you haven't created your Agency OS app yet: {% hint style="success" %} **Create your Agency OS:** [Start for free](https://portals.noloco.io/onboarding/?type=agency-os\&entry=guides). {% endhint %} *** ## What you'll see on first login You land on the **Home** page — your personal daily dashboard. From here you can see your tasks, log time, and track expenses. ### Sample data — "Golden Agency" Agency OS ships with a coherent set of sample data built around a fictional agency called **Golden Agency**. It's there to show you how the system works with real-looking data before you add your own. The sample data includes: * 10 companies (a mix of leads, clients, past clients) * 12 contacts linked to those companies * 10 deals at various pipeline stages * \~20 interactions (calls, emails, meetings, notes) * 8 projects across multiple clients * 32 tasks in various statuses * \~45 time entries with billable values * \~9 expenses across projects * \~11 invoices (paid and outstanding) * 6 employee records with hourly rates and monthly costs * 7 users Use this data to click around and understand how everything connects — you can't break anything. When you're ready to start with your own data, select all sample records in each table and delete them. {% hint style="info" %} **Try "View as" early.** Click your profile icon → View as → pick a client user to see the Client Portal exactly as a client sees it. It's the fastest way to understand what your clients will experience. {% endhint %} *** ## Navigation overview The sidebar organises everything into sections: ``` 🏠 Home — Your personal dashboard (tasks, time, expenses) 📊 CRM — Sales Pipeline, Sales Dashboard, Contacts, Companies, Interactions 👥 Clients — Your active client gallery 📁 Project Management — Projects, All Tasks, Team Workload 👤 Team — Directory + Team Cost (admin only) 💰 Financials — Client Invoices, Revenue Dashboard, Team Billables, Team Expenses 🌐 Client Portal — Visible to clients only ``` Each section maps to a stage in the Agency OS operating loop: ``` Lead → Won Deal → Convert to Client → Create Project → Assign Tasks + Track Time → Deliver → Invoice → Client Portal → Repeat ``` *** ## Home Page — your starting point Home has three personal tabs: * **My Work** (default) — your upcoming meetings, task summary KPIs, and your task list * **My Time** — your billable hours, active timer, and time log * **My Expenses** — your project expense log Everything on Home is filtered to you. Organisation-level views (revenue, team workload, pipeline performance) live in their own sections. *** ## Build Mode vs Live Mode Agency OS has two modes: * **Live Mode** (default) — use the app, add data, manage work * **Build Mode** — customise the app structure, add fields, modify views, set up automations Toggle Build Mode using the floating switch in the bottom-left corner. You can move it out of the way while working. Changes in Build Mode can be undone — experiment freely. *** ## Initial setup checklist Once you've explored the sample data, work through these before inviting your team: **Personalise:** * [ ] Upload your agency logo (Settings → General → Custom Logo) * [ ] Set your brand colours (Settings → Theme & Design) * [ ] Customise the Portal Home welcome message in Build Mode **Configure:** * [ ] Review user roles and permissions * [ ] Set up login options — enable Google Sign In for easier client access (Settings → Integrations → Google Sign In) * [ ] Connect Slack for team notifications (Settings → Integrations → Slack) **Add your data:** * [ ] Add your team members with Hourly Rates and Monthly Cost * [ ] Create your active clients (or convert from CRM) * [ ] Create your active projects with Engagement Type and Budget * [ ] Delete the Golden Agency sample data when ready {% hint style="info" %} **Don't rush setup.** Agency OS works on Day 1 with the default configuration. Add your real data gradually as you learn the system — you don't need everything perfect before you start. {% endhint %} *** ## Getting help * **Nola AI Assistant** — ask Nola to help you navigate, customise, or understand features * **These guides** — comprehensive coverage of every section * **Onboarding call** — [schedule a call with the Noloco team](https://noloco.io/onboarding) * **In-app chat** — contact Noloco support at any time from within the app *** ## What's next? Ready to add your first real data? Head to [Your First Steps](/solutions/agency-os/your-first-steps.md) for a hands-on walkthrough of the core operating loop — from adding a company in CRM through to setting up a project and inviting a client to the portal. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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://guides.noloco.io/solutions/agency-os/getting-started.md?ask= ``` 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.