Getting Started
The quickest way to get useful work out of Kaer without learning every page at once.
The cleanest first run is simple. Sign in, let the product open to the dashboard, switch to Agent, and ask for one result with a clear finish line. The platform becomes much easier to understand once you have seen one task move from prompt to outcome.
The first fifteen minutes
Start on the dashboard, not because it is where the work happens, but because it tells you what is already in motion. If the workspace is shared, you can immediately see whether tasks are active, which services are connected, and how much credit remains in the current plan.
From there, open Agent and give the system one concrete request. A good first prompt names the outcome, the audience, and the tone. “Draft a launch summary for a B2B analytics release and keep it calm and concise” is far easier to steer than a vague request for “marketing help.” If the result is strong, stay in the same thread long enough to refine it once rather than starting again elsewhere.
What to ignore at the start
You do not need to learn Assistants, Automations, Workflows, Macros, Mail AI, and Connectors on day one. Those pages make more sense after you have seen what a strong single-task session looks like. Most teams get better early results by learning the manual flow first and only turning it into repeatable infrastructure later.
What a good first result looks like
A strong first session gives you something concrete enough to review, edit, or send onward. It might be a summary, a report draft, a piece of copy, a research note, or an automation outline. If the result already feels close to finished, you are using Kaer correctly. If it feels directionless, narrow the request and keep the scope specific.
Where to go next
Once you have one result you trust, the next page to read is usually Agent Workspace. If the work needs a reusable specialist role, continue into Assistants. If the work needs to stay grouped by client, project, or operating stream, go to Workspaces. If you already know something should run on a schedule, jump straight to Automations or Workflows.