Skip to main content

​
Creating Your Account

To get started with Tessa, visit app.heytessa.ai and sign up for an account. You can create your account using either:
  • Email Signup: Enter your email address and create a password
  • Google Sign In: Click the “Sign in with Google” button to use your Google account
Once you’ve created your account, you’ll be taken to the Tessa dashboard where you can start creating and managing your workflows. Tessa AI Light The dashboard provides a clean, intuitive interface where you can view your current workflows, run new workflows, and access key features like sandbox and integrations.

​
Home

The home page is where you can manipulate all of your workflows:
  • View all your workflows in one place
  • Start new workflows that you have previously created
  • Create entirely new workflows with ease
  • Cancel, restart or delete curredntly active workflows
  • View all the different workflows that you had previously run

​
Sandbox

The Sandbox is your personal testing environment where you can:
  • Start new sessions to interact with Tessa directly
  • Use natural language to describe tasks
  • Work with various file types (PDFs, spreadsheets, images)
  • Test features like web navigation, email management, and data processing
  • Experiment safely without affecting production workflows

​
Integrations

Tessa seamlessly connects with popular productivity tools:
  • Google Workspace (Gmail, Drive, Calendar, Docs, Sheets)
  • Microsoft 365 (Outlook, OneDrive, Teams, SharePoint)
  • Communication tools like Slack
All integrations are secured through OAuth authentication to protect your data.

​
Workflows

You can click on the first tile in the workflow grid labeled “Create New Workflow”, upon which you’ll enter a new page where you can create your own custom workflow! New Workflow Page Light

​
Creating a new workflow

  • You can add new nodes using the ‘Add Node’ section at the top left. There are two types of nodes:
    • Directive Node: Use natural language to convey what you want the AI to do, just like you’re talking to another human!
    • Action Node: if you’re feeling more tech-savvy, you can provide JSON inputs for the AI to follow
  • You can edit, delete and move around the nodes as you please and connect the nodes to each other in an intuitive manner

​
Editing an existing workflow

Once you’re happy with your workflow, you can:
  • Name: Give your workflow a descriptive title to easily identify it later
  • Save: Store your workflow configuration for future use
  • Run: Execute the workflow immediately to process your data
  • Schedule: Set up automated runs at specific times or intervals
  • Duplicate: Create a copy of your workflow to use as a template for variations

​
Viewing past workflows

  • Version History: See how you have modified your workflow over time
  • Run History: Examine all the different times you’ve run the workflow

​
Troubleshooting

Here are some common issues you might encounter and their solutions:
  • Workflow Not Starting: Check your API key and ensure you have the correct permissions. Verify that all required parameters are provided in the correct format.
  • Node Connection Errors: Make sure all nodes are properly connected and that the output of one node matches the expected input of the next node.
  • Authentication Failures: Verify your OAuth credentials are valid and haven’t expired. Re-authenticate if necessary.

​
Getting Help

If you need assistance, you can:
  • Email Support: Reach out to our support team at support@generalagency.ai.
  • Documentation: Browse our comprehensive API documentation for detailed guides and examples to help you use Tessa.
Remember to check our documentation for detailed information about specific features and capabilities.
⌘I