# Getting Started

## Open Your First Workspace

1. Download and install Neotask.
2. Sign in and finish the setup prompts.
3. Open **Agents**.
4. Select the main agent and start in **Chat**.
5. Open **Overview** to see scheduled work, sessions, and recent activity.

![Main agent chat ready for a new request](https://neotask-marketing-assets-417007889150.s3.us-east-1.amazonaws.com/landing/agents/2026-08-12-r1/chat-main-1280.webp)

This guide walks you through installing Neotask, activating your license, and deploying your first agent.

---

## What Is Neotask?

Neotask is a unified AI agent platform. It gives you a desktop application, web dashboard, and orchestration engine to deploy, manage, and scale AI agents across messaging channels, voice, automation workflows, and more.

You are not buying a fixed number of agent runs. You are getting full access to the platform. Your subscription covers the software, and your agents consume AI tokens as they work. See [Billing & Plans](billing.md) for a complete breakdown of how pricing works.

If you start on the Free plan, your access is narrower: you can use chat, boards, coding workflows, and connected apps within the Free message quota, but company operation, user-created automations, scheduled jobs, and custom agents require at least an Individual subscription. Free usage includes the first `10` messages/events, then `5` messages/events per user-local calendar day, and every allowed hosted-model message still needs credits or BYOK provider balance. Local models on your computer are free and do not count against these limits. See [Free Plan](free-plan.md).

---

## System Requirements

| Platform | Minimum Version | Format |
| --- | --- | --- |
| macOS | 11 (Big Sur) or later | DMG |
| Windows | 10 or later | EXE installer |
| Linux | 64-bit distribution | AppImage |

All platforms require an active internet connection for license activation and agent communication.

---

## Download & Install

Download the latest version from your Neotask account dashboard or the link provided in your purchase confirmation email.

### macOS

1. Open the downloaded `.dmg` file.
2. Drag **Neotask** into your **Applications** folder.
3. Launch Neotask from Applications or Spotlight.
4. If prompted by Gatekeeper, go to **System Settings > Privacy & Security** and click **Open Anyway**.

### Windows

1. Run the downloaded `.exe` installer.
2. Follow the installation wizard prompts.
3. Choose an install location or accept the default.
4. Launch Neotask from the Start Menu or desktop shortcut.

### Linux

1. Download the `.AppImage` file.
2. Make it executable:
   ```bash
   chmod +x Neotask-*.AppImage
   ```
3. Run the AppImage:
   ```bash
   ./Neotask-*.AppImage
   ```
4. Optionally, move it to `/usr/local/bin` or integrate it with your desktop environment.

---

## License Activation

On first launch, you will be prompted to enter your license key.

**License key format:**

```
NT-XXXXXXXX-XXXXXXXX-XXXXXXXX-XXXXXXXX
```

You can find your license key in your purchase confirmation email or your account dashboard at neotask.ai.

Enter the key, click **Activate**, and the app will verify your license online. Once activated, the app is tied to your machine. You can manage active devices from the Web Dashboard.

---

## Onboarding Wizard

After activation, the onboarding wizard guides you through initial setup in **11 steps**:

| Step | What You'll Do |
| --- | --- |
| 1. Select Agent Template | Choose a pre-built agent template to start from |
| 2. Configure Agent | Set your agent's name, personality, and behavior |
| 3. Set Budget | Define daily spending limits for token consumption |
| 4. Connect Channels | Link messaging platforms (Slack, Discord, Telegram, etc.) |
| 5. Connect Google Workspace | Authorize Gmail, Calendar, Drive, and Docs access |
| 6. Developer Features | Enable or disable terminal access, code execution, and Git integration |
| 7. Built-in Skills | Select from pre-packaged skills like web search, file management, and summarization |
| 8. Automations | Set up scheduled tasks, triggers, and automated workflows |
| 9. Voice Control | Configure wake word, language, and microphone input |
| 10. Notifications | Choose notification preferences for desktop, email, and mobile alerts |
| 11. Download & Launch | Finalize configuration and launch your first agent |

You can skip any step and return to it later from **Settings**.

Free users may complete company onboarding, but the company cannot run tasks or automations in Free mode. The company dashboard remains gated until the account upgrades to at least Individual.

---

## Agent Templates

Templates give you a pre-configured starting point. You can customize any template after creation.

| Template | Use Case |
| --- | --- |
| **Assistant** | General-purpose personal assistant for everyday tasks |
| **Developer** | Code generation, debugging, Git workflows, and terminal commands |
| **Researcher** | Web research, source synthesis, and report generation |
| **Social Media** | Content creation, scheduling, and engagement across platforms |
| **Data Analyst** | Data processing, visualization, and insight extraction |
| **Home Automation** | Smart home device control and routine management |
| **Voice Assistant** | Voice-first interaction optimized for hands-free use |
| **Tutor** | Interactive learning, explanations, and quiz generation |
| **Campaign Manager** | Marketing campaign planning, execution, and performance tracking |

---

## Quick Start

Once onboarding is complete, try these to get familiar with Neotask:

### Send Your First Message

1. Open the main chat panel.
2. Type a message in the input field, for example: *"Summarize my unread emails."*
3. Press **Enter** or click **Send**.
4. Your agent will process the request and respond in the chat.

### Try Voice Control

1. Click the **microphone icon** in the toolbar, or say your configured wake word.
2. Speak a command, for example: *"What's on my calendar today?"*
3. The agent will transcribe your speech, process the request, and respond with audio or text.

### Explore the Dashboard

1. Click **Dashboard** in the left sidebar.
2. Review agent activity, token usage, and connected integrations.
3. Use the dashboard to monitor performance and adjust agent settings.

![Neotask agent overview with scheduled work and recent activity](https://neotask-marketing-assets-417007889150.s3.us-east-1.amazonaws.com/landing/agents/2026-08-12-r1/overview-main-1280.webp)

---

## Next Steps

- [Desktop App](desktop-app.md): Learn the interface in depth.
- [Agents](agents.md): Customize agent behavior and configuration.
- [Skills](skills.md): Add capabilities to your agents.
- [Voice Control](voice-control.md): Advanced voice commands and language settings.
- [Integrations](integrations.md): Connect additional messaging platforms and tools.
- [Billing & Plans](billing.md): Understand the platform pricing model and usage fees.