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Run Your First Agent System

The dashboard demo runs a real three-agent pipeline against supplied fictional interview notes. It uses an active OpenAI API key and can incur provider charges. For a walkthrough without accounts or model requests, start with the scripted offline review pack in the Quick Start.

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1. Start CrewForm

Use CrewForm Cloud, or follow the complete local self-hosting setup. The frontend, task runner and Supabase backend must all be running for real execution.

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2. Add a provider key

Open Settings → LLM Setup and add an active OpenAI key. The demo’s three agents use gpt-4o-mini. Check provider access and spending limits before running it. The dashboard demo uses API execution; it does not consume a paired laptop login.

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3. Activate the demo workspace

On Dashboard, choose Activate Demo Workspace. CrewForm creates three demo agents and one Research Brief Pipeline team. Your workspace needs capacity for those agents under its hosting allowance. The supplied notes are labeled [S1]–[S4]. They describe fictional developers’ preferences about existing agent subscriptions, local execution, setup and run visibility. The prompt requires citations and treats missing information as unknown. These notes do not establish market size, prices or general customer demand.

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4. Run and inspect

Choose Run Demo. CrewForm creates a real team run and opens its detail page. Inspect the current step, handoff messages, final output, errors and usage when reported. Check every claim against the supplied notes; a fluent brief can still contain unsupported conclusions. If the live connection drops, check the persisted run status before starting another run. A disconnected view does not establish that the underlying execution failed.

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Troubleshooting

Use the dashboard banner to remove the demo when finished. Review the removal confirmation before deleting its agents and team. Cancel active demo runs first. Cleanup uses the tracked resource list and stops if agents or team membership were edited, or agents are reused elsewhere. A legacy demo offers Clear marker; keep all data; review and remove those resources individually instead. Tags and workspace settings never select data for automatic deletion. Self-hosted upgrades require migration 109.

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Next steps