# Onboarding

Set up your first Grok Bot, give it a focused role, and start with a simple task.

## How do I create my first Bot?

1. Open Grok Bot and choose **Sign in**. Finish signing in with your Cursor account in your browser. See [Sign in to Grok Bot](https://cursor.com/help/grok-bot/sign-in.md).
2. Click through the short intro.
3. Grok Bot sets up your first Bot, named **Grok Bot**, and opens a chat with it.

![The Grok Bot welcome screen with the Sign in button](/docs-static/images/grok-bot/onboarding-landing-light.png)

## How do I create another Bot?

1. Choose **New** in the sidebar, then **Create new Bot**. Grok Bot adds a Bot named **New Bot** and opens its chat. To name it up front, type the name first, then choose **Create "Name" Bot**.
2. Click the Bot's name at the top of the chat, then choose **Bot settings**.
3. Give your Bot a short **Name**.
4. Add a **Label** that describes its main job.
5. Write a **Description** of the work it should do, the sources it should use, and when it should ask for your approval.

You can change these at any time. See [Change a Bot's name, picture, and description](https://cursor.com/help/grok-bot/edit-bot.md).

For example:

> Name: Research
>
> Label: Weekly product researcher
>
> Description: Research one product topic at a time. Use the web and the documents I share. Summarize the main findings with source links, and ask before changing any external service.

## What should I ask my Bot to do first?

Start with a short task that has a clear result and does not change an external service. Attach a document and try:

> Summarize this document in five bullets. List every date, decision, and open question in a separate section. Cite the section for each item. Do not change the source file.

Review the answer and send a follow-up if you want a different format. Your Bot keeps its role and context, so you can return to it for related work.

## How do I give my Bot access to a tool?

Connect a plugin when your Bot needs Gmail, Google Calendar, Slack, Notion, or another supported service. Follow the **Connect** card in chat, or open **Plugins** from the sidebar. See [Connect plugins](https://cursor.com/help/grok-bot/connect-plugins.md).

For a website without a plugin, open the Bot's computer and sign in yourself when prompted. The Bot does not see the password you enter. Your Bots share the same cloud computer, including its files and browser sessions.

## What should I check before my Bot takes action?

Read each approval card before you continue. Use **Allow once** while you learn how the Bot handles a workflow. Choose **Deny** when the proposed action is not what you asked for.

Keep passwords and API keys out of chat. Use the secure prompt when the Bot asks for a credential. See [Store secrets securely](https://cursor.com/help/grok-bot/secrets.md).

## What should I do after my first task?

Keep the Bot focused on one type of work. Tell it which parts of the result you want to reuse, such as a report format or a list of sources.

Once the workflow produces the result you expect, you can turn it into a [routine](https://cursor.com/help/grok-bot/routines.md) or connect more tools.

## Related

- [Get started with Grok Bot](https://cursor.com/docs/grok-bot/get-started.md)
- [Grok Bot How Tos](https://cursor.com/help/grok-bot/how-to.md)
- [Connect plugins](https://cursor.com/help/grok-bot/connect-plugins.md)
- [Store secrets securely](https://cursor.com/help/grok-bot/secrets.md)


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