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Getting Started with Agentalis AI

Helpful information on how to get started using the platform.

Written by Customer Success Department

Welcome to Agentalis AI—your partner in accelerating proposal development, compliance analysis, construction estimates, market research, and much more. This guide walks you through the simple steps to begin leveraging our industry-trained AI Agents for fast, reliable results.


1. Create Your Account

  1. Visit the Website
    Go to https://agentalis.ai/ and click Sign Up in the top right corner.

  2. Enter Your Details
    Provide your name, email, and password. You may also sign up with Google or Microsoft SSO for seamless access.

  3. Verify Your Email
    Check your inbox for a verification link—click to activate your account.


2. Browse Available AI Agents & Product Packages

  1. Explore Agent Offerings

  2. Compare Products
    Each Agent has pre-configured “Work Products” (e.g., “RFP Compliance Matrix,” “Material Takeoff & Bid Estimate,” “Market Opportunity Report”). Review scope, turnaround time, and pricing for each.

  3. Select Your Product
    Click Get Started under the package that best fits your project needs.


3. Provide Your Project Details

  1. Upload Required Documents

    • RFP or solicitation PDF

    • Architectural drawings or specifications (for Forge)

    • Company credentials, past performance data, and any templates

  2. Answer Customization Questions

    • Project scope and objectives

    • Special Instructions

    • Key deadlines and milestones

  3. Review & Confirm
    Ensure all uploads and answers are complete—this helps our Agents deliver precise, compliant outputs.


4. Place Your Order

  1. Review Order Summary
    Confirm package details, estimated delivery date, and total cost.

  2. Complete Payment
    We accept all major credit cards and PayPal. Enterprise invoicing options are available upon request.

  3. Order Confirmation
    You’ll receive an email with your order number and expected delivery timeframe.


5. Receive & Review Deliverables

  1. Download Your Files Using Your Order# as the Password
    When your work product is complete, you’ll get an email with a secure download link.

  2. Review & Provide Feedback
    • Open and download your deliverables
    • If minor revisions are needed, submit a support ticket for a complimentary round of edits.

  3. Implement & Win
    Use your polished proposals, estimates, or analyses to submit bids, secure contracts, and make informed business decisions.


6. Access Ongoing Support

  • Knowledge Base: Browse FAQs, tutorials, and best-practice articles.

  • Live Chat: Available Monday–Friday, 9 AM–6 PM ET, via the chat icon at the bottom right.

  • Email Support: Send detailed inquiries to support@agentalis.ai and expect a response within 2 business hours.


Thank you for choosing Agentalis AI. Let’s get started!

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