# Quick start for agents

## Welcome to Keeping!

If you haven't already, starting with a quick overview of Keeping can be helpful<mark style="color:red;">.</mark> Once you have an overview of how Keeping works, read on to learn the basics.

{% hint style="info" %}
**Heads Up!** This guide assumes that an [<mark style="color:red;">admin has already connected</mark>](/help/getting-started/quick-start-for-admins.md) a mailbox to Keeping. You'll need at least one active mailbox to use Keeping.
{% endhint %}

### Accept Your Invite

**An admin must send you an invitation or approve your access request** before you can join your organization.  Once invited, [log in to Keeping](https://app.keeping.com/auth/login) with your Gmail or Google Workspace email address by clicking the **Sign in with Google** button. It should be the same email address approved by your Keeping admin.

<figure><img src="/files/kYyEt1IBR8R8jgm9uNAJ" alt="Sign into Keeping"><figcaption><p>Log in to Keeping with your work Google account.</p></figcaption></figure>

Keeping will ask permission to access your Gmail account when you log in.  **Keeping requires this access** in order to sync your agent account with your mailbox account.

<figure><img src="/files/GLYIgXNH2qeGBwvGjWee" alt="Gmail Permission needed by Keeping"><figcaption><p>Keeping needs permission to access your Gmail.</p></figcaption></figure>

{% hint style="success" %}
**Good to know**: Keeping is SOC 2 Type II certified. Security and safety are at the core of everything we do. We publish our [security policies and procedures](https://keeping.trustshare.com/home) so that you can see how we protect your data.
{% endhint %}

Once you've given Keeping permission to access your Gmail inbox, accept the invite and join your organization.

<figure><img src="/files/UOnuRhax35JwFJ3aDQVl" alt="Accept Keeping Invitation"><figcaption><p>Accept Invite</p></figcaption></figure>

### Install the Browser Extension

Now, it's time to install the Keeping Extension.  Keeping is compatible with Chrome and Safari Browsers.

[<mark style="color:red;">**Install Keeping for Chrome**</mark>](https://chromewebstore.google.com/detail/keeping-the-original-help/mhmcjokmjcnjmlmmbaopcgkbomfdlpcn)

[**Install Keeping for Safari**](https://apps.apple.com/us/app/keeping-for-safari/id1666996817)

<figure><img src="/files/Ml1UtKqgvPGuoUdUYNos" alt="Chrome Webstore - Keeping Extension"><figcaption><p>The Keeping Chrome Extension</p></figcaption></figure>

### Login to the Browser Extension

After you install the Extension, **refresh the browser tab** where you use Gmail.  A Keeping logo should appear in the upper right.  **Click on the Login link to log in** with the email address you used to accept your invitation.

<figure><img src="/files/cSgcAGfR27ABz7Fj0iVy" alt=""><figcaption></figcaption></figure>

### Start Using Keeping

Keeping will start syncing your team's open ticket to your mailbox. You can find your Keeping toolbar in the left sidebar of Gmail.

{% hint style="info" %}
**Good to know:** It may take a few minutes to sync your agent account fully. On your initial sync, Keeping only syncs your team's open tickets.
{% endhint %}

Feel free to start exploring on your own or read on to get an overview of the basics.  And if you are stuck, feel free to drop us a line at <mark style="color:red;"><support@keeping.com>,</mark> and we'll jump in to lend a hand.

<figure><img src="/files/t7HmspAqeadhZGJ6GhvV" alt="Keeping installed in Gmail"><figcaption><p>Keeping in your left Gmail Sidebar.</p></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.keeping.com/help/getting-started/quick-start-for-agents.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.