Quick Start

This guide takes you from sign-up to your first checked result. You start a task from a template, fill in its blanks, run a trial and decide whether to use the result.

The example follows Alex, a freelance web designer, who turns the notes from a kickoff call with Maria at Brightside Bakery into a recap email for Maria to confirm, using the Deliverable from your materials template.

1. Create your account

1. Go to consolex.ai/register. Choose Continue with Google, or enter Your Email, a Password and Confirm Password.
2. Tick I agree to the Terms of Service and have read the Privacy Policy. Create Account stays unavailable until you do.
3. Click Create Account. ConsoleX sends you a verification email.
4. Open the email from ConsoleX and click Confirm your account.

If the link opens in a different browser or on another device, you see Complete your registration. This protects your account when the email opens somewhere else. Set your password again (8–50 characters), tick the terms, and click Create account and continue. You are signed in and the welcome starts.

If you try to sign in before you verify, ConsoleX shows "Your email isn't verified yet". Click Send a new verification email, or Use a different email.

2. Go through the welcome

The first time you sign in, ConsoleX asks three quick questions. All of them are optional; click Skip for now at the top right to go straight to the Dashboard.

1. What should we call you? The name is used to greet you.
2. What kind of work do you do? Choose the closest match, such as Freelancer delivering for clients. ConsoleX shows which templates it will suggest.
3. What would you like to deliver first? Pick one of the two suggested templates. Each shows what you start From and what You get. For freelancers, Deliverable from your materials goes from a client call transcript to a project recap the client can sign off. Under Other ways to start you can also pick another template or Just chat for now.

Click Get started.

Already have an account?

Click What's new on the Dashboard to see the same three steps, then Create from this template.

3. Start your first task from the Dashboard

After the welcome, the Dashboard shows Run your first task: "Start from a template. Its instructions and checks are ready, and you can change anything before saving."

The card shows the template you picked, marked Your pick, and lists what every run is checked for. Click Start with this template.

Prefer something else? Choose a template under Or pick another template, or describe what you need in the composer under Nothing fits? Chat it through.

4. Fill in the blanks

The New task page has three steps: What to do, What counts as done and When it runs.

In step 1, a banner lists the capabilities the template added (for this template: Read files, Read web pages, Understand images and video) and the gaps you still need to fill, such as "4 gap(s) to fill in".

1. In Instructions, click a highlighted spot such as [the deliverable, e.g. a client recap email, a one-page brief or a proposal draft]. The whole blank is selected.
2. Type or paste to replace it. Delete any blanks you don't need. Alex describes the deliverable (a recap email Maria can confirm), the reader (Maria at Brightside Bakery) and pastes the kickoff call notes as the material.
3. Change Name if you like. Alex uses "Kickoff recap for Brightside Bakery".
4. Leave Done by on Model with Auto, or choose Agent to let one of your agents do the work. Rules to always follow (the system prompt) is optional.
5. Under What to work from, you can add Files with Upload local file or Select from assets, and adjust the Capabilities that came with the template.

When every blank is filled, the banner changes to Ready for a trial run. Click Next: what counts as done.

5. Check what counts as done

Step 2 shows the task's acceptance criteria. "Once saved, every run is checked against these criteria when it finishes, including the first trial run."

• Rule checks are compared against the result text, with no model call and no extra charge. For this template: the result includes the sections Deliverable and Where it comes from, and ends with a "Needs your confirmation" section.
• AI checks are reviewed by a model after each run in a single call, billed to your plan. For this template: Everything comes from your materials and Fits the reader and the brief. You can turn AI checks off with the switch.

You can change these later in the task's acceptance criteria. Click Next: when it runs.

6. Save and run a trial

1. Under Execution, keep One-time (run manually when you are ready). You can choose Scheduled later.
2. Leave Receive email notifications on if you want an email when the task finishes or fails.
3. Click Save and run a trial. (Save only saves the task without running it.)

The task's Run history opens with "This is a trial run". The run shows Running, then Checking… while the checks run, then its check result. If a run can't finish, it explains why in plain words and offers a way forward, such as Run again.

7. Read the result and the checks

Click the run to open it. It has three tabs: Result, Check result and Execution process.

• Result shows the saved run output. This template organizes it under Deliverable, Where it comes from and Needs your confirmation, so you can see what the AI assumed. Below it, Run statistics show the estimated cost, with the cost of the checks listed separately.
• Check result shows the verdict, a summary, and Results by check, with failed and needs-review items first. Click View evidence under any check to see what it was based on.

"Checks use the available output and tool records. A check without enough evidence is marked as needs review, never passed."

8. Make your call

At the bottom of the check result, Your call asks you to "Decide whether to use this result. If a check got it wrong, say so. Your decision is saved with this report."

1. Optionally explain your decision in the note box.
2. Click Accept, Needs edit, Reject or Check is wrong. ConsoleX confirms with Feedback saved.

Runs that still wait for your decision appear under Needs you on the Dashboard, each with Open report.

Next steps

• Run it again with new material. Open the task's Run menu and choose Add new materials and run. The saved instructions stay the same; the new material is used only for that run. See Run tasks.
• Put it on a schedule. After a good result, Run history asks "Run it on a schedule?". Click Run on a schedule to set it up in Config. The Free plan includes 1 scheduled task.
• Save a chat as a task. When a chat reply is right, click Save as task at the top right of the chat. See Save a chat as a task.
• Improve the task. Turn failed checks and your feedback into suggested changes you approve. See Improve tasks.
• Find your way around. See Find your way around.