How-To Guides

Step-by-step instructions for common tasks in ORQO.

Projects

Guide	What you'll do
Create a Project	Set up a new project with teams and workflows
Manage Documents	Upload, classify, and organize project files
Connect Document Sources	Auto-sync files from GitHub, Google Drive, or local directories
Use the AI Assistant	Build teams and workflows through conversation

Teams & Agents

Guide	What you'll do
Build a Team	Create a team and assign an LLM configuration
Configure an Agent	Set up agent roles, tools, and behavior
Assign Tools via Skills	Bundle and assign reusable tool packages
Set Agent Perspective	Write effective system prompts for agents

Workflows

Guide	What you'll do
Create a Workflow	Set up a new workflow with a team
Add Stages	Create and order workflow stages
Set Up Assignments	Assign agents to stages with task directives
Configure Hooks	Add entry and exit hooks to stages
Use Outcome Routing	Set up branching and looping between stages
Create a Trigger	Schedule automatic workflow execution

Tools & Credentials

Guide	What you'll do
Add a Credential	Store an API key or other secret securely
Connect an MCP Server	Add an external tool server for agents
Create a Skill	Bundle tools, credentials, and knowledge
Set Up Desktop App	Connect local directories to ORQO via the ORQO Desktop App
Configure an LLM	Set up an LLM configuration with your own keys

Execution

Guide	What you'll do
Run a Workflow	Start a workflow and watch it execute
Monitor Runs	Read results, diagnose errors, review history
Schedule Workflows	Set up cron or webhook triggers

Integrations

Guide	What you'll do
Set Up an App	Connect custom platforms and services
Configure Webhooks	Set up inbound webhook endpoints
Use the API	Trigger workflows programmatically

For platform-specific setup instructions, see the individual integration pages: Slack, Telegram, WhatsApp, Reddit, Google Drive, Email, Webhook.

Collaboration

Guide	What you'll do
Collaboration Overview	Understand roles, visibility, and the two ways to share work
Roles: Member, Admin, Owner	See what each role can do at the org level
Visibility and Sharing	Share projects, workflows, and triggers with teammates
Sharing a Workflow	Pick between Inspector and Runner mode
Templates and the Org Marketplace	Export and install workflow recipes
Removing a Member	Transfer a leaving member's work to an heir
Activity Feed	Audit collaboration events across the org