Getting Started

Creating an Account

Getting started with Macha takes just a few minutes. Head to the signup page and enter your name and email address. You do not need to create a password — Macha uses passwordless authentication for better security.

OTP Verification

After submitting your email, you will receive a one-time passcode (OTP) delivered to your inbox. On the verification screen you will see six individual input boxes — one for each digit of the code. Type or paste the code and it will auto-submit once all six digits are filled in. A few things to note:

• Each box auto-advances to the next as you type.
• Press Backspace to move back to the previous box.
• You can paste the full 6-digit code and all boxes will fill at once.
• The code expires after a short window, so enter it promptly.

Onboarding Walkthrough

When you create a new organization, Macha walks you through a three-step onboarding flow so your workspace is ready to go from the start.

Step 1: Select Your Tools

You will see a grid of available integrations — Zendesk, Freshdesk, Shopify, Slack, Stripe, Google Workspace, Notion, Airtable, and more. Select the tools your team uses. This helps Macha recommend the right agents and templates for your workflow.

Step 2: Recommended Agents

Based on the tools you selected, Macha suggests pre-built agent templates. These are ready-made configurations for common workflows like ticket triage, customer support replies, and escalation handling. Check the ones you would like to add — you can always customize or remove them later.

Step 3: Connect Integrations

For each tool you selected, you will be prompted to connect it. Depending on the integration, this is either an OAuth authorization flow (you click a button and approve access) or an API key entry (you paste credentials from the external service). You can skip any integration and connect it later from the Connectors page.

Workspace Overview

Once onboarding is complete, you land in your Macha workspace. The sidebar on the left gives you access to everything you need:

• New Chat — Start a conversation with any of your agents.
• Agents — View, create, and configure your AI agents.
• Sources — Manage knowledge bases, file uploads, and connected data sources.
• Connectors — Connect and manage integrations with external tools.
• Custom Tools — Build your own API-based tools for agents to use.
• Templates — Browse pre-built agent configurations for common workflows.

Each section is designed to be self-contained — you can set up connectors independently of agents, and then wire them together when you are ready.

Quick Start: Your First Agent

Here is the fastest path from signup to a working AI agent:

1. Create an agent. Go to the Agents page and click "New Agent." Give it a name and write a brief instruction — for example, "You are a customer support assistant. Be helpful and concise."
2. Pick a model. Choose an AI model (GPT-4o is a solid default for most tasks).
3. Connect a tool. If you have already connected an integration (like Zendesk or Freshdesk), assign it to the agent and select which tools it should have access to.
4. Start a conversation. Click "New Chat" in the sidebar, select your agent, and type your first message. The agent will respond using the instructions and tools you configured.

From here you can iterate — refine the instructions, add data sources for the agent to reference, assign additional connectors, or set up triggers for automation. Each of these topics is covered in detail in the following pages.