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Getting Started

Quick Start

Use this path to get a first governed agent running in botYguard. Keep the first policy narrow, test one read-only action, then expand access deliberately.

Prerequisites

  • Access to the botYguard dashboard.
  • Google, Microsoft, or email sign-in for your account.
  • A Google Workspace account to connect.
  • An OpenAI, Anthropic, or other supported provider API key if you want hosted agents or AI-assisted policy generation.
  • Optional: a Discord server if you want Discord chat, approvals, or redaction terms.

Steps

  1. Sign in to the dashboard with Google, Microsoft identity, or email.
  2. Confirm the generated tenant is active.
  3. In Settings -> Provider Settings, add runtime provider keys for your agents. 3.1. Optional: add admin provider keys if you want botYguard to pull provider usage details.
  4. In Integrations, connect Google Workspace so agents can use Drive, Gmail, and Calendar through policy.
  5. Create a botY profile for the agent type you want to run.
  6. Choose the agent model:
    • MCP connects existing agents or agents you do not control.
    • Hosted runs botYguard’s custom agent for your specific use case.
  7. Optional: in Discord, use /botyguard redact set to configure values that should be hidden from agents and rehydrated in chat.
  8. Create a policy. Use the policy generator with your provider key, or use the form directly.
  9. For a safe first policy, ask the AI assistant to create read-only Google Drive access.
  10. Assign the policy to an agent type, or create a specific agent and assign the policy to that agent instance.
  11. Test a simple request and confirm the policy decision, audit trail, and any approval flow.

Expected Result

You should have one connected Google Workspace account, one botY profile, one provider credential, one read-only policy, and one agent or agent type with that policy assigned.

Notes

  • Provider keys are runtime keys used by agents and policy generation.
  • Google Workspace access is not granted by connecting Google alone; policies grant access.
  • Policies can target an agent type for broad defaults or one agent for tighter control.
  • Hosted agents are botYguard-managed. MCP agents are external clients connected through botYguard.

Next Steps

Follow Detailed Setup for the step-by-step walkthrough, then review the FAQ.