User Manual
Organization Setup
After signing up you create your organization, the workspace that owns your agents, documents and billing. A four-step wizard then asks about your business. What you enter becomes your Context Book, the facts every agent works from.
Create your organization
Once your account is confirmed you land on the New organization screen (titled “Create your organization”). An organization holds your agents, your documents and your billing. You provide two things here.
- •
Enter an organization name
Type your company or team name (for example Acme Corporation). The name can be up to 120 characters and can be changed later in settings. - •
Confirm or edit the workspace slug
The workspace slug is auto-derived from the name as you type. It becomes the unique identifier for your workspace. You can edit it by hand. The screen shows a live preview (your-slug.eclips.app) and a green check when it is valid. - •
Create the workspace
Select Create workspace. A Starter Plan badge confirms you start free. You are then taken to the onboarding wizard.
Slug rules
The slug field validates as you type. It must satisfy all of these:
| Length | 3–50 characters |
| Characters | Lowercase letters, numbers, and hyphens only |
| Edges | Cannot start or end with a hyphen |
The onboarding wizard
Onboarding (“Configure Your AI Workforce”) is a four-step wizard that collects the facts your agents need. A step indicator across the top shows where you are, and you move between steps with Back and Continue.
Step 1: Company Identity
The first step describes who you are. All fields are required to continue:
- Company Name
- Industry: Technology, Manufacturing, Retail, Healthcare, Finance, Legal, Construction or Other.
- Company Size: Micro (< 10), Small (10–50), Medium (50–250), Large (250–1,000) or Enterprise (1,000+).
- Primary Jurisdiction, for example UAE, UK or USA.
- Company Summary: two or three sentences on what your company does and who it serves.
Step 2: Key People
Add the key decision-makers and stakeholders agents may need to escalate to. Each person has a Full Name and Role (CEO, CFO, COO, Legal Counsel, …), plus two optional fields: an Approval Limit ($) and a Contact (email). Use Add Person to add more, and the trash icon to remove a row.
Step 3: Approval Matrix
For each document type you set spending thresholds in three columns: Auto-Approve up to ($), Manager up to ($), and CFO / Director up to ($). Leave a cell blank if a tier does not apply. The five document types are:
- Invoice
- Purchase Order
- Contract
- Payment Run
- HR Decision
Step 4: Review & Launch
The final step shows everything you entered (Company Identity, Key People and the Approval Matrix) for a last check. When it looks right, select Launch Workforce. Your agents are set up with this context and you are taken into the dashboard.
The Context Book
What you enter during onboarding feeds your Context Book, which lives under Settings → Context Book. The Context Book goes into every agent's instructions. It tells the agents who you are, who to escalate to, what your approval thresholds are and which rules have no exceptions. You can edit it any time as your vendors, people and rules change.