Before You Start
Prerequisites:
You have administrative access to your organization's identity provider (if setting up SSO)
You have the authority to create accounts with AI providers like OpenAI, Anthropic, or Google.
Step 1: Choose and Set Up Your AI Provider
elvex works with multiple AI providers, but you'll need to set up at least one to get started. Most organizations begin with OpenAI.
Supported AI Providers
elvex currently supports:
OpenAI
Azure OpenAI
Anthropic
Google Gemini
Cohere
Mistral
AWS Bedrock
Setting Up An API
Create an account or log into your existing account with the AI provider.
Choose a plan:
Create an API key:
Set up billing:
✅ Success check: You should now have an API key saved securely.
Step 2: Log Into elvex & Add Your AI Provider
Choose an administrator - this person will receive invitation credentials via email from the elvex team.
Find the AI Providers section and click "Add Provider"
Enter your API key:
Paste the OpenAI API key you created in Step 1
Give this connection a descriptive name
Test the connection:
elvex will verify your API key works
You should see a success message
✅ Success check: You're logged into elvex and can see the main dashboard.
Step 3: Set up Single Sign-On (Optional but Recommended)
Note: We recommend the default role you assign new users via SSO is Creator
Create a new SAML application in your identity provider
Configure elvex as the Service Provider with these details:
Entity ID/Audience:
https://auth.elvex.ai
ACS URL:
https://auth.elvex.ai/saml/callback
Name ID format: Email address
Set up attribute mappings:
email
→ user's email addressfirstName
→ user's first namelastName
→ user's last name
Download the metadata XML file from your identity provider
Configuring SSO in elvex
Go to Settings > SAML in elvex
Upload your metadata XML file:
Click "Upload IdP metadata"
Select the XML file you downloaded
Configure allowed email domains:
Enter your organization's email domains (e.g.,
yourcompany.com
)Users with these email addresses will be redirected to SSO
Activate the connection:
Click "Activate SAML connection"
You'll see a confirmation that SSO is active
Test SSO:
Open a private/incognito browser window
Go to https://auth.elvex.ai
Enter an email address from your domain
You should be redirected to your identity provider
✅ Success check: Users can log in through your identity provider and are automatically redirected to elvex.
Step 4: Assign Administrators and Manage User Roles
Now you'll set up your team's access and permissions.
Understanding elvex Roles
elvex has three company-wide roles:
Admin: Full access to all settings, can manage users and AI providers
Creator: Can create and manage assistants and datasources
Consumer: Can use assistants but cannot create or modify them
Setting Up Administrators
Identify your administrators:
Choose 2-3 people who will manage elvex for your organization
These should be technical or IT-savvy team members
Assign Admin roles:
Go to Settings > Users
Find each person in the user list
Change their role from "Creator" to "Admin"
Inviting Users (non-SSO only)
Go to Settings > Users
Click "Invite Users"
Enter email addresses:
Add one email per line
Choose the appropriate default role (usually "Creator" for most users)
Send invitations:
Users will receive email invitations to join
If SSO is configured, they'll use that to log in
✅ Success check: Your administrators have Admin access, and team members are receiving invitation emails.
Step 6: Create Your First Production Assistant
Now you'll create a useful assistant for your team.
Click "Create Assistant" from the main dashboard
Choose a practical use case for your first assistant, such as:
Customer support helper
Document summarizer
Meeting notes assistant
Code reviewer
Configure your assistant:
Name: Give it a clear, descriptive name
Description: Explain what this assistant does
Instructions: Use the AI Assistant feature to help write good instructions
AI Provider: Select the OpenAI connection you set up
Test your assistant:
Send it a realistic message your team might use
Refine the instructions based on the response
Share with your team:
Set the visibility to "Public" so everyone can use it
Or share it with specific team members
✅ Success check: Your team can access and successfully use your first assistant.
What You've Accomplished
Congratulations! You've successfully set up elvex for your organization. You now have:
✅ An AI provider connected and working
✅ Access to elvex configured (with optional SSO)
✅ Administrators assigned to manage the platform
✅ Team members invited and able to log in