Quickstart

Getting started with dx0 is easy. First, start your free trial at agent.dx0.io.

Your first connection

Once you are in, the first task is to add a connection, which can be a Salesforce org, a Git repo, a NetSuite account or any other business application that we support.

WARNING

You must have the right level of access to connect your business application. For example, in Salesforce, you typically need to be an admin. For a Git repo, you must have permissions to install a new GitHub app, etc.

Your first chat

Once the connection with your business application is established and we've finished indexing the metadata, you'll be able to ask your first question either using our managed AI platform or Claude.

To ask your first question, go over to Quick Chat and ask anything, for example:

"What happens when the opportunity stage is changed?"

In minutes, you will have learned something about your business application without any complex configuration, CLIs or developer tools.