User Guides

Step-by-step guides to get the most from Forge — from your first template run to building advanced automation pipelines.

BeginnerIntermediateAdvanced

Getting started

Beginner

Run your first DevSecOps review

Pick the DevSecOps template, describe your project, and walk through the live timeline to read your outputs.

Beginner

Run your first procurement process

Use the Procurement Process team to go from requirements brief to contract heads of terms in under 30 minutes.

Beginner

Set up your company profile

Why the company profile matters, what fields to fill in, and how it improves every future run automatically.

Beginner

Understanding run outputs

Navigate the timeline events, output hub, and confidence scores that appear on every completed run.

Beginner

Find anything with Cmd+K search

Use global search to find runs by title or brief content from anywhere in the app.

Beginner

Stay on top with the notification bell

The in-app bell shows live run updates. Never miss a completed run, blocked action, or checkpoint.

Organisation & billing

Beginner

Manage your organisation

Invite team members, manage roles, and understand seat limits for your organisation.

Beginner

Upgrade your plan

How to subscribe, what each plan includes, and how to manage your billing via Stripe.

Beginner

Understanding usage limits

How run and seat limits work, what happens when you hit them, and how to track usage.

Custom teams

Intermediate

Build a custom market research team

Step by step: pick agents, write the mission, set per-agent instructions, and run your first custom pipeline.

Intermediate

Configure data tools for agents

Set up web search query templates, PDF reader, and HTTP fetch so agents can pull live data during a run.

Intermediate

Set per-agent instructions

What to write in per-agent instructions, worked examples, and how they override the default agent behaviour.

Automation

Advanced

Chain runs into a pipeline

Configure a Market Analysis to Investor Pitch chain so the output of run one automatically triggers run two.

Intermediate

Schedule recurring runs

Set up a cron-based schedule so Forge automatically fires a run on your chosen cadence — daily, weekly, or custom.

Advanced

Trigger runs from GitHub

Set up an inbound webhook, configure the GitHub PR hook, and watch Forge start a DevSecOps review automatically.

Advanced

Set up conditional Slack notifications

Use fire_condition syntax to post to Slack only when confidence meets your threshold, and hold lower scores for review.

Integrations

Intermediate

Connect Jira to your agent team

Create Jira issues directly from agent findings. Configure the Jira tool, set field mappings, and test with a live run.

Advanced

Use the public API

Generate an API key, create and list runs programmatically, and integrate Forge with your own systems.

Intermediate

Set up outbound webhooks

Register a webhook URL and receive a signed HTTP notification every time a run completes, fails, or is cancelled.

Advanced

Verify webhook signatures

Validate the X-Forge-Signature header on incoming deliveries using HMAC-SHA256 to confirm authenticity.

Intermediate

Set up push notifications

Enable push notifications on mobile, install Forge as a PWA, and get notified the moment any run completes.

Support

Beginner

Get help with the support centre

Use the AI assistant for instant answers, open a ticket for human support, and track replies — all without leaving Forge.

Features

Beginner

Cancel a run in progress

Stop a queued or running run before it finishes and understand what happens to partial outputs.

Beginner

Save and reuse brief templates

Save your most-used briefs as named templates and launch them in one click.

Intermediate

Replay and compare runs

Re-run any completed run with the same brief and compare outputs side by side.

Beginner

Annotate outputs with private notes

Add private notes to any agent output for review, follow-up, or handoffs.

Looking for technical reference?

User Guides — Forge