> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign in, set up your workspace, and give the agent its first piece of work, in about ten minutes.

This guide takes you from your first sign-in to a reviewed piece of work by the agent. If you have been invited to a **Shared Space** and only need to take part in a transaction, skip to [Joining a Shared Space](#joining-a-shared-space).

## 1. Sign in

Go to [app.casaconect.ai](https://app.casaconect.ai) and enter your email address. We send you a **one-time code**. There is no password to create. Enter the code and you are in.

## 2. Set up

The first time, Casa Conect asks for up to three things.

<Steps>
  <Step title="Complete your profile">
    Add your **name** and a **photo**, so that colleagues and clients can recognize you.
  </Step>

  <Step title="Set up your workspace">
    If you signed up with a company email address, you are offered a **workspace** for your office, with a suggested name. Choose **Create workspace**. If you are only here to take part in someone else's Shared Space, choose **I'm here as an individual**. You can create a workspace later from Settings.
  </Step>

  <Step title="Answer your invitations">
    **Accept** or **Decline** any Shared Spaces you have been invited to.
  </Step>
</Steps>

## 3. Get Casa Conect OS

The agent, matters, the editor and the agent's inbox are part of **Casa Conect OS**. On the home screen, choose **Request access** on the Casa Conect OS card. Once your organization has been enabled, an admin registers a card and the whole team has access. See [Plans and billing](/admin/plans-and-billing).

<Note>
  Shared Spaces, your private vault and your personal docs address are free, and they work without Casa Conect OS.
</Note>

## 4. Give the agent something to read

The agent is only as good as what it can reach.

<Steps>
  <Step title="Create a project">
    In the sidebar, choose **New project** and name it after a real piece of work, such as *Andersson — Son Vida purchase*. Decide whether everyone in the organization may open it, or only the people you add.
  </Step>

  <Step title="Upload some documents">
    Open the project's vault and drag in the documents you have: the draft contract, the nota simple, the emails saved as PDFs. Files can be up to 50 MB each, and they become searchable within a few minutes.
  </Step>
</Steps>

## 5. Your first conversation

Choose **New agent**, select your project in the composer, and ask for something real.

<CodeGroup>
  ```text A summary theme={null}
  Read the draft arras contract in this project and give me a
  one-page summary: parties, property, price, deposit, deadlines,
  and anything unusual. Quote the clause for each unusual point.
  ```

  ```text A review theme={null}
  Compare the seller's draft with the nota simple. List every
  discrepancy in the description of the property, the registered
  owners and the charges, with the page reference for each.
  ```

  ```text A draft theme={null}
  Draft an email to the client in English explaining the three
  documents we still need from them and why, and ask for them
  by Friday. Keep it under 150 words.
  ```
</CodeGroup>

Watch the agent work. You see each step, such as *Searched your documents* or *Read the document*, as it happens. You can close the tab whenever you like: [the work continues in the cloud](/agent/cloud-execution).

## 6. Ask it to edit

Now ask for a change to a document:

```text theme={null}
In the draft contract, change the completion deadline to 30 June 2026
everywhere it appears, and tighten clause 7 so that the deposit is
returned within 10 days if financing fails.
```

The agent's edits arrive as **tracked changes**. Open the document, read each one, and **accept** or **reject** it. Nothing the agent writes replaces your text until you say so. See [Tracked changes](/documents/tracked-changes).

## 7. Next steps

<CardGroup cols={2}>
  <Card title="Set up the agent's inbox" icon="inbox" href="/inbox/agent-email">
    Forward a client's email to the agent and let it file, draft and open a matter.
  </Card>

  <Card title="Create your first matter" icon="briefcase" href="/matters/overview">
    Give a piece of work an owner, a status and a deadline, and assign it to the agent.
  </Card>

  <Card title="Tell it how you work" icon="sliders-horizontal" href="/agent/guidance">
    A few lines of guidance save you from repeating yourself.
  </Card>

  <Card title="Install the Word add-in" icon="app-window" href="/word-add-in/install">
    Work with the agent inside Microsoft Word.
  </Card>

  <Card title="Turn on two-factor authentication" icon="scan-face" href="/admin/account-and-sign-in#two-factor-authentication">
    It takes two minutes.
  </Card>

  <Card title="Learn the concepts" icon="shapes" href="/get-started/core-concepts">
    How the pieces fit together.
  </Card>
</CardGroup>

## Joining a Shared Space

If someone has invited you to a Shared Space:

1. Open the invitation email and choose **Create Your Account**, or sign in if you already have one. Use the **same email address** the invitation was sent to.
2. **Accept** the invitation.
3. Open the space. Under **Documents** you see what you are expected to provide. Under **Summary** you see the facts of the transaction that have been shared with you. Under **Appointments** you can vote on proposed dates.

You do not need a subscription or a workspace. See [Shared Spaces](/shared-spaces/overview).

If you received a **share link** instead of an invitation, open it. There is no account to create. See [Share links](/shared-spaces/share-links#what-the-recipient-sees).