Getting Started
Get up and running with Agency OS — explore the sample data and understand the system.
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:
Create your Agency OS: Start for free.
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.
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.
Navigation overview
The sidebar organises everything into sections:
Each section maps to a stage in the Agency OS operating loop:
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:
Configure:
Add your data:
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.
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
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 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.
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