Stack AI Builder Quickstart

Five steps from zero to a deployed workflow, plus quick links by role.

New to Stack AI? Start here.

Use this page as your checklist.

Use the cards if you want to jump around.

Quick jumps

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What you need

Learn the canvas Nodes, runs, publishing, and data flow.

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What you need

Get a working agent fast A simple end-to-end build.

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What you need

Improve answer quality Prompts, structure, and consistency.

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What you need

Ground responses in company docs RAG with citations and retrieval.

Start here
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What you need

Ship to users Slack, Teams, forms, chat, or API.

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What you need

Debug + operate Logs, analytics, error handling.

The 5-step path

Work top to bottom once.

Use “Go deeper” links as needed.

1

Orientation

Understand the canvas

StackAI is built around a drag-and-drop workflow canvas. Before building anything, get familiar with how nodes connect, what "Run" vs "Publish" means, and where your outputs appear.

Read first

Key concepts

2

Core skill

Write effective prompts

Your workflow is only as good as your prompts. Learn the difference between a system instruction and a user prompt, how to pass data between nodes, and how to reduce hallucinations.

Read first

Go deeper

3

Bring in your data

Connect a knowledge base

Most real-world workflows need to work with your company's data. Learn how to upload files, build a vector knowledge base, and ground your AI so it only answers from what you give it.

Read first

Go deeper

4

Go live

Deploy your workflow

Once your workflow runs correctly, publish it. StackAI gives you several ways to surface it to users — a chat interface, a form, a Slack bot, or a raw API endpoint.

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Other options

5

Maintain & improve

Monitor and troubleshoot

Your first version won't be perfect. Use the Analytics and Manager tabs to trace nodes individually, review logs, and catch errors before your users do.

Read first

Go deeper

Go further

Once you're comfortable with the basics, explore logic & routing, external integrations, or governance controls for your team.

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Topic

Logic & routing Branching flows and intent routing.

Docs
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Triggers & automation Run on events or schedules.

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Custom code Python, parsing, and utilities.

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Security & governance SSO, RBAC, access boundaries.

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