Getting Started

Welcome to MyDeskBot Desktop Application! This guide will help you quickly install and configure the application to start your intelligent office automation journey.

System Requirements

Before you begin, ensure your system meets the following minimum requirements:

macOS

• Operating System: macOS 10.15 (Catalina) or later
• Processor: Intel Core i5+ / Apple Silicon M1/M2/M3/M4
• Memory: Minimum 4GB RAM (8GB recommended)
• Storage: At least 200MB free disk space

Windows

• Operating System: Windows 10 or later
• Processor: Intel Core i5+ / AMD equivalent
• Memory: Minimum 4GB RAM (8GB recommended)
• Storage: At least 200MB free disk space

Linux

• Operating System: Ubuntu 18.04+, Debian 10+, Fedora 30+, Arch Linux
• Processor: Intel Core i5+ / AMD equivalent
• Memory: Minimum 4GB RAM (8GB recommended)
• Storage: At least 200MB free disk space

Download & Installation

Step 1: Download the Application

Choose the appropriate version for your operating system:

• Download for macOS
• Download for Windows
• Download for Linux

Step 2: Install the Application

macOS

1. Download the .dmg file
2. Double-click the downloaded file
3. Drag the MyDeskBot icon to the "Applications" folder
4. Launch MyDeskBot from the "Applications" folder

Windows

1. Download the .msi installer
2. Double-click to run the installer
3. Follow the installation wizard prompts
4. Launch MyDeskBot from the Start Menu

Linux

1. Download the appropriate package for your distribution
2. Install using your package manager:
   • Ubuntu/Debian: sudo dpkg -i mydeskbot_*.deb
   • Fedora/RHEL: sudo dnf install mydeskbot-*.rpm
   • AppImage: chmod +x MyDeskBot-*.AppImage && ./MyDeskBot-*.AppImage

Initial Configuration

Step 1: First Launch

1. Launch the MyDeskBot application
2. Read and accept the user agreement
3. Select interface language (supports 8+ languages including English, Chinese)
4. Set data storage location (recommended to use default location)

Step 2: Configure AI Model

MyDeskBot supports multiple AI model providers. You need to configure at least one model to start using:

1. Go to "Settings" → "AI Models"

2. Select your preferred model provider:

   • OpenAI: Requires API key
   • Anthropic (Claude): Requires API key
   • Google (Gemini): Requires Google Cloud API key
   • Ollama: Local model, no API key required
   • Other Providers: Supports 30+ models

3. Enter the corresponding API key or configuration information

4. Click "Test Connection" to ensure configuration is correct

5. Save the configuration

Step 3: Basic Settings

1. Theme Selection: Choose light or dark theme
2. Notification Settings: Configure task completion notifications
3. Auto Update: Enable automatic update checks
4. Privacy Settings: Configure data collection and privacy options

Create Your First Agent

Step 1: Understanding Agents

Agents are the core components of MyDeskBot, each capable of performing specific tasks. Agents have the following characteristics:

• Scheduled Triggers: Can be triggered by time, date, or events
• Skill Composition: Can combine multiple skills to complete complex tasks
• Status Monitoring: Real-time monitoring of execution status and results
• Error Handling: Automated exception detection and recovery

Step 2: Start with Templates

MyDeskBot provides various pre-built templates to help you get started quickly:

1. Click "New Agent"

2. Select template category:

   • Document Processing: Document conversion, content extraction, batch processing
   • Data Analysis: Data cleaning, report generation, scheduled updates
   • Project Management: Task automation, progress monitoring, communication assistance
   • Business Office: Email processing, schedule management, customer relations

3. Choose a template, such as "Daily Report Generator"

4. Follow the wizard to configure template parameters

Step 3: Configure the Agent

Using "Daily Report Generator" as an example:

1. Basic Information:

   • Name: Daily Sales Report
   • Description: Automatically generate daily sales data reports

2. Trigger Settings:

   • Trigger Type: Scheduled trigger
   • Execution Time: Daily at 18:00
   • Execution Days: Weekdays (Monday to Friday)

3. Data Source Configuration:

   • Data Source Type: Database connection
   • Connection Information: Configure database connection
   • Query Statement: Select sales data table

4. Output Settings:

   • Report Format: PDF
   • Recipients: Enter email addresses
   • Storage Location: Local folder

Step 4: Test the Agent

1. Click the "Test Run" button
2. View execution logs and results
3. Adjust configuration based on test results
4. Save the agent after confirming everything is correct

Explore Work Scenarios

Scenario 1: Document Batch Processing

Requirement: Process received PDF documents daily, extract key information, and generate summaries

Solution:

1. Create a "Document Processing Agent"
2. Configure monitoring folder
3. Set document processing rules
4. Configure output format and storage location

Scenario 2: Scheduled Data Analysis

Requirement: Generate weekly business data reports every Monday

Solution:

1. Create a "Data Analysis Agent"
2. Configure database connection
3. Set analysis rules and metrics
4. Configure report template and sending time

Scenario 3: Project Management Automation

Requirement: Automatically track project progress and send status reports

Solution:

1. Create a "Project Management Agent"
2. Connect to project management tools (e.g., Jira, Trello)
3. Configure monitoring rules and thresholds
4. Set report frequency and recipients

Advanced Features Exploration

1. Agent Skills Library

MyDeskBot provides a rich skills library where you can:

• Browse Skills: View all available agent skills
• Install Skills: One-click installation of needed skills
• Create Skills: Create custom skills based on templates
• Share Skills: Share created skills with your team

2. Workflow Orchestration

For complex tasks, you can:

• Create Workflows: Combine multiple agents into workflows
• Conditional Branching: Execute different paths based on different conditions
• Error Handling: Configure handling logic for exceptions
• Performance Optimization: Set parallel execution and resource limits

3. Team Collaboration

If you're using it as a team:

• Create Team: Invite team members to join
• Permission Management: Set permissions for different roles
• Share Resources: Share agents, skills, and templates
• Collaborative Editing: Multi-user collaborative agent configuration editing

Best Practices

1. Start Simple

• Begin with simple tasks like document conversion or data backup
• Use pre-built templates to get started quickly
• Gradually increase complexity

2. Test Thoroughly

• Thoroughly test agents before formal use
• Verify results with test data
• Monitor execution logs and adjust configuration promptly

3. Regular Optimization

• Regularly review agent execution effectiveness
• Adjust configuration based on business changes
• Utilize learning features to optimize execution strategies

4. Security First

• Safely store API keys and sensitive information
• Regularly backup agent configurations
• Monitor abnormal access and operations

Get Help

1. Built-in Help

• Usage Tutorials: Detailed tutorials and examples within the application
• Contextual Help: Hover over features to see descriptions
• Error Messages: Detailed error information and solutions

2. Online Resources

• Frequently Asked Questions - Resolve common usage questions
• Troubleshooting Guide - Technical problem solutions
• Skills Center - Explore more agent skills
• Community Forum - Exchange experiences with other users

3. Technical Support

• In-app Feedback: Submit issues and suggestions through the application
• Email Support: support@mydeskbot.ai
• Enterprise Support: enterprise@mydeskbot.ai (for enterprise users)

Next Steps

Now that you've completed the quick start, we recommend:

1. Explore More Templates: Try different work scenario templates
2. Create Custom Agents: Create agents based on your specific needs
3. Learn Advanced Features: Deep dive into workflow orchestration and team collaboration
4. Join the Community: Exchange experiences and tips with other users

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Ready to start your intelligent office automation journey? Start creating your first agent now and experience AI-driven intelligent work!

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