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Overview

Decisional is a cloud-based platform that requires no installation. You can get started immediately from your web browser.
System Requirements: Decisional works on any modern web browser. For the best experience, we recommend Chrome, Firefox, Safari, or Edge (latest versions).

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Step 1: Create Your Account

1

Visit Decisional

Go to agents.decisional.com/sign-up
2

Sign Up

You can sign up using:
  • Google Account: One-click sign-up with your Google workspace
  • Email & Password: Create an account with any email address
If you sign up with a company email (not Gmail, Yahoo, etc.), you’ll automatically join your organization’s workspace if one exists.
3

Verify Email

Check your inbox for a verification email and click the link to activate your account.
4

Complete Profile

Add your name and basic information to personalize your workspace.

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Step 2: Understanding Workspaces

When you first sign in, Decisional automatically creates a workspace for you.

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Workspace Types

Personal Workspace

Created for individual accounts (e.g., gmail.com, yahoo.com). You own all agents and data.

Organization Workspace

Automatically created when you sign up with a company email (e.g., @yourcompany.com). Shared with teammates.

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Workspace Features

Your workspace includes:
  • Agents: All your automation workflows
  • Worksheets: Shared spreadsheets and data
  • Sources: Uploaded documents and context
  • Integrations: Connected services (Gmail, Slack, CRM, etc.)
  • Team Members: Collaborators with different permission levels

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Step 3: Set Up Your First Workspace

  1. Click your profile icon in the top-right corner
  2. Select Workspace Settings
  3. Update:
    • Workspace name
    • Default timezone
    • Notification preferences
    • Billing information (for paid plans)
You must be a Workspace Owner or Admin to invite members.
To invite teammates:
  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email address
  4. Assign a role:
    • Owner: Full control (only one owner allowed)
    • Admin: Can invite users, manage all agents
    • Editor: Can create and edit agents
    • Viewer: Read-only access, can run agents
They’ll receive an email invitation to join your workspace.
Integrations allow your agents to interact with external services.Popular first integrations:
  • Gmail: Send automated emails
  • Slack: Post notifications
  • Google Drive: Access files
  • HubSpot/Salesforce: Sync CRM data
To connect an integration:
  1. Go to Integrations in the left sidebar
  2. Click Add Integration
  3. Select the service you want to connect
  4. Follow the OAuth flow to authorize access
  5. Configure integration settings
You can make integrations workspace-wide (available to all team members) or private (only you can use them).

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Step 4: Understanding Roles & Permissions

Different roles have different capabilities:
PermissionOwnerAdminEditorViewer
View agents & worksheets✅✅✅✅
Run agents✅✅✅✅
Create agents✅✅✅❌
Edit agents✅✅✅❌
Delete agents✅✅✅❌
Upload sources✅✅✅❌
Manage integrations✅✅✅❌
Invite team members✅✅❌❌
Change roles✅✅❌❌
Billing & subscription✅❌❌❌
Delete workspace✅❌❌❌

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Step 5: Browser & Environment Setup

Chrome

Version 90+

Firefox

Version 88+

Safari

Version 14+

Edge

Version 90+

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Enable Required Features

Make sure your browser has:
  • JavaScript enabled (required for the app to work)
  • Cookies enabled (for authentication)
  • Pop-ups allowed for agents.decisional.com (for OAuth integrations)

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Network & Firewall

If you’re behind a corporate firewall, ensure these domains are whitelisted:
  • agents.decisional.com
  • api.decisional.com
  • *.googleapis.com (for Google integrations)
  • *.microsoft.com (for Microsoft integrations)

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Step 6: Configure Notifications

Stay updated on agent runs and important events.
1

Email Notifications

Go to Settings → Notifications and configure:
  • Agent run completions
  • Agent failures
  • Manual review requests
  • Team invitations
  • Billing updates
2

Slack Notifications (Optional)

Connect Slack integration to receive notifications in your channels:
  1. Add Slack integration
  2. Go to Settings → Notifications
  3. Enable “Send to Slack”
  4. Select which channel to post to

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Step 7: Security Best Practices

Protect your account with 2FA:
  1. Go to Settings → Security
  2. Click Enable 2FA
  3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
  4. Enter the 6-digit code to confirm
After enabling 2FA, you’ll need to enter a code from your authenticator app every time you sign in.
If you plan to use the Decisional API:
  1. Go to Settings → API Keys
  2. Click Generate New Key
  3. Give it a descriptive name (e.g., “Production API”, “Testing”)
  4. Copy the key immediately (it won’t be shown again)
  5. Store it securely (use environment variables, not hardcoded in code)
Never share your API keys publicly. They grant full access to your workspace.
Monitor workspace activity:
  1. Go to Settings → Audit Logs
  2. See all actions taken in your workspace:
    • Who created/modified agents
    • Integration connections
    • Team member invitations
    • Role changes
Audit logs are available on Professional and Enterprise plans.

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Step 8: Choose Your Plan

Decisional offers flexible pricing based on your needs.

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Available Plans

Perfect for individuals and small projects
  • 100 agent runs per month
  • 1 workspace
  • Up to 3 agents
  • Basic integrations
  • Community support
Price: Free forever

Upgrade Your Plan

Visit Settings → Billing to upgrade your plan

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Troubleshooting Setup Issues

Solutions:
  1. Check your spam/junk folder
  2. Wait a few minutes and try resending
  3. Make sure you entered the correct email
  4. Contact [email protected] if the issue persists
Common causes:
  1. Pop-ups are blocked (allow pop-ups for agents.decisional.com)
  2. Third-party cookies are disabled (enable in browser settings)
  3. Google account doesn’t have sufficient permissions
Try using Email & Password signup instead.
Troubleshooting steps:
  1. Make sure you have admin access to the service you’re connecting
  2. Check that pop-ups are enabled
  3. Clear your browser cache and try again
  4. Try a different browser
  5. Check if your organization has OAuth restrictions
If you signed up with a company email but don’t see your organization’s workspace:
  1. Ask a teammate to send you an invitation
  2. Make sure you’re using the same email domain
  3. Your organization might not have a workspace yet—create one!

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Next Steps

✅ Account created and verified
✅ Workspace configured
✅ Team members invited (optional)
✅ First integration connected (optional)

Quickstart Guide

Build your first agent in 5 minutes

Core Concepts

Understand agents, worksheets, and sources

Working with Agents

Deep dive into agent configuration

Integrations Guide

Learn how to connect external services

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Need Help?

Join Our Community

Get help from our team and other users on Discord

Contact Support

Reach out to our support team