×Scott Oldford
Step 6 of 7

Your Project and the agentscreate it, attach your folder, install the bundle

Make the Project the agents live in, give it your Material folder and your Block C instructions, and install the Scaling Agents bundle. Foundation runs on the call.

Time
30 minutes
Credits
About 200 to 500 credits for the install
Step 6

A Project in Perplexity is a folder with a memory

It holds your sessions, your files, your instructions, your connected tools and your skills in one place, and everything inside can see everything else. One Project for the business. Your Material folder attached. Each agent working in its own session inside it. That is the layout we use for every install.

Your ProjectInstructions, Sources, Skills, Automations, Memory Shared filesFoundationbusiness-mapinstall record, handoffs, saved work Operations AgentSales AgentEmail AgentContent AgentImage AgentWeekly Review Your ProjectInstructions, Sources, Skills,Automations, Memory.Shared files, in the middleFoundation, business-map, install record,handoffs, saved work. Every agent reads these.One session per agentOperations, Sales, Email, Content, Image,Weekly Review. Each around the shared files.
One Project. Shared files in the middle. One session per agent around them.

The Scaling Agents come as one zip file in your welcome email

You attach it to a session inside your Project and ask Computer to install it. The installer puts every agent in, each with its own workspace, writes an install record, and tells you to run Foundation. Do not run Foundation. That is the first thing we do together on the call, because the questions it asks are better with us in the room.

STEP 1Attach the zipInside your Project.Ask Computer to install it.STEP 2Every agent goes inEach as a Project skill,with its own workspace.STEP 3Two files writtenAn install recordand a start here note.STEP 4Run FoundationThe only agent you runin this module. STEP 1Attach the zipInside your Project.Ask Computer to install it.STEP 2Every agent goes inEach as a Project skill,with its own workspace.STEP 3Two files writtenAn install recordand a start here note.STEP 4Run FoundationThe only agent you runin this module.
One attach, one ask. Every agent goes in. Then stop.
Your steps

What you do before the call

  1. Click Projects in the left sidebar, then New project.

    Name it after your business. Create it.

    The New project dialog. Name it after your business, not after the agents.
    The New project dialog. Name it after your business, not after the agents.

  2. Click the plus next to Sources.

    Add files from cloud, pick Google Drive, select your Material folder from step 5.

    Sources. Your Material folder from Drive. Foundation reads from here.
    Sources. Your Material folder from Drive. Foundation reads from here.

  3. Open General in Project settings.

    Default mode Computer. Default effort High. Paste Block C from step 5 into Instructions. If you skipped the prompts, write three lines: what you sell, who buys it, how you want it to work with you.

  4. Download the Scaling Agents bundle zip from your welcome email.

    Do not unzip it.

  5. In your Project, start a new session.

    Click the plus in the composer, Add images and files, pick the zip. Type: install this bundle into this Project. Send.

    The plus menu. Add images and files is how the zip gets attached.
    The plus menu. Add images and files is how the zip gets attached.

  6. Watch it verify each pack.

    When it finishes it says the install record is written and to start with Foundation. Stop here.

    The installer finishing. Every pack verified. Do not run Foundation yet.
    The installer finishing. Every pack verified. Do not run Foundation yet.

  7. Confirm.

    Project settings, then Skills. Every agent is listed. If a pack failed, screenshot it and post in the Telegram group.

    Project settings, Skills, after install. One row per agent.
    Project settings, Skills, after install. One row per agent.

  8. The full walk through is in Module 6: Projects and Module 9: Scaling Agents.

Questions

Before you ask

It asked me to run Foundation. Should I?

No. Close the session. We run it with you on the call.

The install failed on one pack.

Screenshot the message and post it in the Telegram group. Usually it is a version mismatch and we send you a fresh zip.

Can I open an agent and try it?

You can, but it will not know anything about you yet. Everything it does before Foundation is generic. Wait for the call.

Done when