Getting Started with HELM OS

Your first ten minutes with HELM: account, workspace, and team.

1. Create your account

Sign up at helmos.ie with your email or Google account. HELM creates your first workspace automatically — this is the container for your leads, pipeline, and team.

2. Set up your workspace

Give your workspace a name and, if you lead a team, set your default execution mode (Guided, Assisted, or Autonomous) under MCP Centre → Permissions. You can change this at any time — it controls how much HELM's AI is allowed to do without asking first. Customer-facing actions always require your approval regardless of this setting.

3. Invite your team

From Admin → Users, invite teammates by email. Each person's role (member, admin, or owner) determines what they can see and change — admin-only areas like billing and platform analytics stay hidden from regular members.

Tip: Every workspace's data is isolated at the database level — teammates in a different workspace can never see your leads, tasks, or conversations, even if they're on the same HELM account.

4. Bring in your data

Import existing leads, or start fresh and let HELM's AI help you find new ones. Ask HELM directly in chat — for example, "find me 50 ideal customers in Dublin" — and it will build a reviewable plan rather than acting immediately.

Next: Connect an integration → Understand Mission Control →