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AAS

Quick Start Guide

Get your first insights in 48 hours

Prerequisites

Before getting started, make sure you have the following:

  • An active AgentAAS OS account (request one at agentaasos.com/demo).
  • Admin access to at least one data source (AWS, Azure, GCP, or ServiceNow).
  • A modern web browser (Chrome, Firefox, Edge, or Safari).

Step 1: Create Your Workspace

After signing in, you will be prompted to create your first workspace. A workspace is the top-level organizational unit in AgentAAS OS. Most organizations use a single workspace, but you can create multiple workspaces for different business units or environments. 

# Workspace creation via API
curl -X POST https://api.agentaasos.com/v1/workspaces \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Acme Corp Production",
    "region": "us-east-1",
    "tier": "enterprise"
  }'

Step 2: Connect Your Data Sources

Navigate to Settings → Integrations and select your first data source. The guided setup wizard walks you through the required permissions and configuration for each connector.

For AWS, you will need to create an IAM role with read-only access to Cost Explorer and optionally to your CUR (Cost and Usage Reports) S3 bucket. The setup wizard provides a CloudFormation template that creates the role automatically.

  • AWS — Cost Explorer, CUR, CloudWatch, Resource Groups
  • Azure — Cost Management, Resource Graph, Azure Monitor
  • GCP — Cloud Billing, BigQuery export, Cloud Monitoring
  • ServiceNow — CMDB, ITSM, PPM (Project Portfolio Management)

Step 3: Define Your Initiatives

Initiatives are the core objects in AgentAAS OS. An initiative represents any bounded effort that consumes capital — a cloud migration, a product launch, a digital transformation program, or even a single sprint. 

# Create an initiative via API
curl -X POST https://api.agentaasos.com/v1/initiatives \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Cloud Migration Phase 2",
    "owner": "jane.doe@acme.com",
    "budget": 2500000,
    "start_date": "2025-01-15",
    "target_end_date": "2025-06-30",
    "tags": ["cloud", "migration", "phase-2"]
  }'

Step 4: Review Health Scores

Within minutes of connecting your data sources and defining initiatives, AgentAAS OS computes health scores across five dimensions: cost, schedule, scope, risk, and stakeholder alignment. Each dimension is scored on a 0-100 scale, and the composite health score provides a single at-a-glance indicator.

Navigate to the Portfolio Dashboard to see your first health scores. Red, amber, and green indicators make it easy to spot which initiatives need attention.

What's Next?

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