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Polo docs

Quickstart

This page takes you from a new workspace to a first finished task. You need a model to think with (an API key from OpenAI, Anthropic or DeepSeek, or a ChatGPT plan) and one system to connect. A cloud account with read-only access is a good first choice.

Home shows a setup checklist until these steps are done.

1. Create a workspace

Section titled “1. Create a workspace”
  1. Open app.plungo.tech.
  2. Choose Create a workspace.
  3. Enter the Workspace name, Your name and your Email.
  4. Finish the sign-up the page asks for. Depending on how Polo is set up, you either confirm your email with a link Polo sends you, or set a password of at least 12 characters.

You are the workspace’s first administrator. Invite teammates later from Settings → Team.

2. Add a model

Section titled “2. Add a model”

Agents think with a model, so add one before you create an agent.

  1. Open Settings → AI models and choose Add a model.
  2. Choose where the model comes from: your own API key from OpenAI, Anthropic or DeepSeek, or a ChatGPT subscription where it is offered.
  3. For an API key, enter the Connection name, the Model identifier and the Provider API key.
  4. Under Pricing, enter what your provider charges per million tokens. If you do not know it, choose No price: cost not tracked. Polo then counts tokens and never shows the cost as $0.
  5. Choose Save model connection.

The key is stored encrypted and is not shown again. See Models and spend.

3. Create an agent

Section titled “3. Create an agent”
  1. Open Agents and choose Create agent.
  2. Choose a template that matches the job, such as FinOps agent for a cloud account or Monitoring agent for alerts and uptime.
  3. Under Name and model, give the agent a name, choose its Default model and set the Model budget per task (USD).
  4. Under Review and create, check what the agent may use and what it never does, then choose Create agent.

The full walk-through is in Build your first agent.

4. Connect one system

Section titled “4. Connect one system”

To connect a cloud account:

  1. Open Infrastructure and choose Connect a cloud account.
  2. Give it a name, choose Amazon Web Services account or Google Cloud account, and enter read-only access.
  3. Choose Connect and scan. Polo reads the account and maps what it finds.

Details for both clouds are in Connect a cloud account. Other systems, such as a cluster, a repository or monitoring, are added from Connections → Add connection.

After connecting, open the agent again with Edit and check that the tools for the new connection are switched on under Tools it may use.

5. Give the first task

Section titled “5. Give the first task”
  1. Open Home.
  2. In the Ask Polo box, describe the outcome you want. For a first task, ask a read-only question about the system you connected, for example: “List the machines in the Production account that are stopped, and say what each one still costs.”
  3. Leave the agent choice on Polo decides, or pick your agent by name.
  4. If it matters, open Repository, environment, and budget and fill in the service and environment.
  5. Choose Assign to Polo.

6. Approve

Section titled “6. Approve”

A read-only task finishes without an approval. When a task needs a change, Polo stops and asks:

  1. Open Approvals. The change is under Waiting for you.
  2. Read exactly what will run: the system, the target and the content.
  3. Approve it, or choose Reject change and say why. Polo reads your reason before its next step.

Questions Polo has for you appear on the same page, under Questions. See Approvals and guardrails.

7. Read the result

Section titled “7. Read the result”

Open Tasks and choose the task. The task view shows:

  • one sentence on what happened and the next action;
  • a progress strip;
  • the changes Polo proposed, and what became of each;
  • what Polo found, with its evidence;
  • the activity in plain words.

Identifiers and per-model usage are under Technical details.

Next steps

Section titled “Next steps”