Getting Started Guide

Getting Started with Panofy

Train once, work every time — make your own agent part of your workflow

01

Introduction

Panofy is the world's first agent training platform. With a single sentence, you can train a personalized agent that efficiently carries out research, generates materials, and even powers a knowledge Q&A bot — all based on your instructions. The core idea behind Panofy is simple: give everyone an agent with memory, personality, and the ability to continuously evolve — train once, and it works every time.

Most AI tools start from scratch every session. Every interaction requires you to re-establish context, re-explain your needs, and re-specify your output format. Panofy works differently — once those definitions are in place, the agent works to those standards consistently, learning from each interaction to understand you better.

The range of use cases is wide:

Content Assistant

Understands your brand voice and continuously generates on-tone copy and content ideas.

Knowledge Bot

Upload SOPs and product docs to create an onboarding guide or customer-facing support bot.

Analysis Reports

Define a competitive analysis framework and produce structured reports to the same standard, every time.

What these scenarios share is that the agent doesn't just answer once — it becomes a stable, long-term part of how you work.

02

Account Setup

Creating an Account

1

Sign in with your Google or GitHub account — no additional information required.

Login page with Google / GitHub one-click authorization

2

After logging in, you will be guided through an onboarding tutorial in the Agent Workspace.

Onboarding tutorial after login

Account Settings

Click the avatar in the bottom-left corner to open the account panel, where you can view your current subscription plan and available credits.

Click the bottom-left avatar to view subscription plan and credits

Activating an Invite Code

After registering on the homepage, you will automatically be added to the invite code waitlist. Check your email for your invite code.

Invite code received via email

Enter the invite code to activate your account

03

Training Your Agent

Training is the core step in Panofy. Once training is complete, your agent retains the role definition, task scope, and output requirements you have set, and applies them consistently in every subsequent conversation — no need to re-explain the background each time.

1

In the Agent Workspace, click "+ New Agent" in the top-right corner to begin the creation process.

Agent Workspace homepage with the "+ New Agent" button highlighted

2

Name your agent based on its intended function — for example, "TweetForge".

Enter agent name in the basic information field

3

In the training input field, provide instructions or knowledge content for your agent. Define its role, task scope, output format requirements, and tone preferences.

💡The more specific your training instructions, the more precise the agent's execution. Be sure to clarify: who it is, what it's good at, what format to output, and tone preferences.

Fill in role definition and task scope in the training input field

4

Upload files to accelerate knowledge building. Suitable materials include SOPs, business guidelines, evaluation frameworks, and reference examples.

Drag or click to upload training documents — supports PDF, Word, TXT, MD formats

5

Click "Submit" to begin training. You will be automatically redirected to the Agent Workspace, where training progress updates in real time.

Agent card showing "Training" status

6

Once training is complete, the agent's status changes from "Training" to "Ready". You can then proceed to the next step.

04

Assigning Tasks to Your Agent

Once training is complete, your agent has internalized its setup and is ready to receive and execute task instructions.

Executing a Task

1

In the Agent Workspace, click on the relevant agent to open the conversation interface.

Click an agent to enter the conversation interface — files on the left, task list on the right

2

Enter your task instructions in the input box and send. The agent will begin executing the task automatically.

Send your task instructions

After sending instructions, the agent enters "Thinking" state

3

Results are displayed in real time in the conversation window and simultaneously saved to the "Output" panel on the left.

Task complete — results shown in the conversation, generated files in the left panel

Generated promotional images

Creating a New Task

1

Click "New Task" in the right-hand navigation bar to create an additional task for the same agent.

"New Task" button highlighted in the right navigation bar

2

For complex tasks, the agent will automatically generate a task plan listing each step. You can then choose to execute immediately, schedule execution, or revise the plan.

Agent auto-generates a task plan — supports immediate / scheduled execution or replanning

3

Once execution is confirmed, you can monitor the progress of each sub-task in real time.

Right-side "In Progress" panel shows real-time sub-task progress

4

Click "Import" in the right-hand navigation bar to bring in an existing task plan from another complex task. This allows established workflows to be saved and reused directly.

Import an existing execution plan from other tasks to reuse established workflows

05

Inviting Collaborators and Sharing

1

Click "Invite" in the right-hand navigation bar to generate an invite link. Anyone with the link can use your trained agent directly, with any credits consumed charged to their own account. You can configure whether to include access to external tools and whether to require a passcode.

Invite panel: control invite toggle, external tool permissions, passcode access

2

Click the share icon above the conversation to generate a shareable link for the task record. You can set visibility to "Anyone with the link" or "Only me", and optionally enable playback mode so external viewers can replay the task without needing to register.

Click the share icon in the top navigation bar (highlighted)

Set sharing permissions — enable playback mode for external viewers without registration

Start creating your first agent now

The more you put in, the better it gets. Train once, work every time.

Go to Panofy