> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Go from zero to your first AI-powered insights in a few minutes.

This guide walks you through your first session with AI Agents. By the end, you will have asked a question, explored a follow-up, saved the session, and found it in your session list.

## Prerequisites

* An active myUNFI account with UNFI Insights enabled.
* At least one connected channel data source (Natural or Conventional).

<Note>
  If you do not see AI Agents in your navigation, contact UNFI at [unfiinsights@unfi.com](mailto:unfiinsights@unfi.com) to enable access.
</Note>

## Step 1: Open AI Agents

Click **AI Agents** in the main UNFI Insights navigation. You land on the home page with a message input and the list of agents available to your account.

## Step 2: Pick an agent and ask your first question

Choose an agent from the selector above the message input — for example, **Natural** or **Conventional**. Then type a question in plain English:

```text theme={null}
What were my top 10 selling products last week?
```

Press **Enter** (or click **Send**). A new session is created automatically and the agent starts working.

## Step 3: Read the response

While the agent works, you see a live **activity feed** describing what it is doing — querying data, running code, generating a chart. When it is finished the response typically includes:

* A short text summary of the findings.
* One or more **charts** rendered with your account's light or dark theme.
* A sortable **data table** with the underlying values.
* A live activity feed showing the agent's progress while it works.

Derived metrics (for example, year-over-year growth or gross margin %) are shown with the full LaTeX formula so you can verify the math.

## Step 4: Ask a follow-up

Type a follow-up that builds on the previous answer. The agent keeps context within the session, so you do not need to repeat details:

```text theme={null}
Break that down by region
```

The agent returns a new visualization grouped by region, referencing the same products and time period from your first question.

<Tip>
  Need hands-free? Click the microphone icon (or press `⌘⇧U` / `Ctrl+Shift+U`) and dictate your question. See [Voice input](/unfi-ai-agents/voice-input).
</Tip>

## Step 5: Save and share

* **Save a prompt** — Hover over one of your own messages and click **Save** (bookmark icon, next to **Edit**) to reuse it later from the Prompt Gallery. See [Saved prompts](/unfi-ai-agents/saved-prompts).
* **Share the session** — Click the 3 little dots in the session header, and select **Share**. Recipients of the link can open it in read-only mode.
* **Automate the analysis** — Ask the agent "schedule this to run every Monday at 8 AM and email me the results" to turn the session into a recurring run. See [Schedules](/unfi-ai-agents/schedules).

## Step 6: Find your session later

Sessions are auto-saved as you chat and auto-titled after your first exchange. To return to one:

1. Click **Sessions** in the sidebar.
2. Search by title or content, or filter by agent.
3. Click any session to reopen and continue asking questions.

## Useful shortcuts

| Shortcut               | Action                                 |
| ---------------------- | -------------------------------------- |
| `⌘/` / `Ctrl+/`        | Show the keyboard-shortcut cheat sheet |
| `⌘⇧P` / `Ctrl+Shift+P` | Open the command palette               |
| `⌘K` / `Ctrl+K`        | Switch accounts                        |
| `⌘⇧G` / `Ctrl+Shift+G` | Change agent                           |
| `⌘⇧U` / `Ctrl+Shift+U` | Voice transcription                    |

See [Settings](/unfi-ai-agents/settings#keyboard-shortcuts) for the full shortcut list.

## What to try next

<CardGroup cols={2}>
  <Card title="Sessions" icon="messages" href="/unfi-ai-agents/sessions">
    Learn about session resumability, summarize-and-continue, editing, and sharing.
  </Card>

  <Card title="Visualizations" icon="chart-mixed" href="/unfi-ai-agents/visualizations">
    See the full list of chart types, light/dark theming, and export options.
  </Card>

  <Card title="Files" icon="folder-tree" href="/unfi-ai-agents/files">
    Upload datasets, `@`-mention files in chat, and browse everything agents create.
  </Card>

  <Card title="Schedules" icon="calendar-clock" href="/unfi-ai-agents/schedules">
    Turn any analysis into a recurring run delivered over email, Slack, or Teams.
  </Card>
</CardGroup>