📌 This article is for users of elvex 2.0. Find out which version you're using.
This guide walks you through five steps to go from a fresh account to a fully configured, context-aware AI workspace. By the end, you'll have connected your tools, taught elvex about your role, had your first real conversation, discovered the agents your team has built for you, and created a shared Space for a project you’re working on.
This guide is designed for new elvex users who want to get real value out of elvex from day one — without needing to build anything from scratch.
What you'll learn
Connect your integrations — so elvex can work with the tools you already use
Configure My Space — so every conversation starts with context about you
Start chatting and generate your first artifact — and experience what context-aware AI feels like
Explore the agents built for your team — purpose-built agents ready for you to use
Create your first shared Space — so your team can collaborate with shared context and resources
Step 1: Connect Your Integrations
Without integrations, elvex can only work with information you paste into the chat. With integrations, it can read your emails, check your calendar, update your CRM, post to Slack, and take action across the tools you already use every day — all from a single conversation.
Connecting your integrations early makes every step in this guide more useful. The more tools elvex can reach, the more it can actually do for you.
You might need to connect integrations when:
You want elvex to draft and send emails on your behalf through Gmail or Outlook
You need elvex to check your Google Calendar for availability before scheduling a meeting
You want elvex to pull or update records in Salesforce during a conversation
You need elvex to post a summary or update to a Slack channel
You want elvex to read or write to a Notion page or Google Sheet
Steps
Click your initials in the bottom left corner of the elvex interface to open the Settings panel. Select Integrations.
Browse the available integrations — email, calendar, CRM, file storage, project management, and more.
Find an integration you use regularly (for example, Gmail) and click Connect.
Follow the authorization flow to grant elvex permission to access your account. This takes you to the tool's own login or permissions screen.
Once connected, the integration shows as active. Click the Configure cog and make sure Auto-Approval is enabled so agents can work on your behalf.
Repeat for any other tools you use regularly — Google Calendar, Slack, Salesforce, Notion, and so on.
Tip: If you don’t see an integration you need, speak to your administrator. elvex can connect to almost any tool.
What's next? Once connected, your integrations are available to use in any conversation. When you chat with an agent that has integration access, it can take action in those tools on your behalf.
Step 2: Configure My Space
Even with integrations connected, elvex still doesn't know who you are — your job title, your priorities this quarter, how you like to communicate, or what you're working on right now. Without that context, every conversation starts from scratch.
My Space is your personal home base in elvex. It has two parts that work together to make every conversation smarter:
Personal context — a private, plain-language description of your role, responsibilities, and working style. Once set, elvex reads this at the start of every conversation automatically, so you never have to re-explain yourself.
Pinned resources — any agents, datasources your organization has shared with you, or threads you pin to My Space are automatically available to elvex in every conversation. No manual attaching required.
Configuring My Space is one of the highest-leverage things you can do in elvex. It's how you teach the system who you are, so it can work with you more effectively over time.
Steps
Set up your personal context:
Click your My Space icon in the sidebar
Click Configure.
Write a description of yourself in plain language. Think about:
Your role — your title, key responsibilities, and what success looks like for you
Your working style — how you like to communicate, your preferences, your domain expertise
Your priorities — what you're focused on and why it matters
Save your personal context. From this point on, elvex reads it automatically at the start of every new thread — no re-explaining, no setup required.
Tip: type “interview me to fill out this context” in the bottom right text field.
Tip: Personal context is entirely private. No one else in your organization can see it.
Pin resources to My Space:
Navigate to My Space from the main menu.
Pin the agents and datasources your organization has shared with you that you use most often.
Pinned resources are now accessible to elvex in every conversation — the system already knows they're relevant to you without you having to attach them each time.
What's next? With personal context set and your most-used resources pinned, you're ready to have your first real conversation with elvex.
Step 3: Start Chatting and Generate Your First Artifact
You've connected your tools and told elvex who you are. Now it's time to use it and produce something real.
When you open a new thread in elvex, the context strip at the top of the message input shows you exactly what context you're starting from. By default, this is your personal context. Your company context flows in automatically too.
Every conversation you have with elvex opens a thread:
Threads are persistent — saved to your account automatically.
Threads are searchable and renamable — find any past conversation by searching for it.
You can return to a thread at any time — elvex will remember exactly where you left off.
Threads are shareable — share a useful thread with a teammate or pin it to a Space.
Steps
Click New thread to open a fresh conversation.
Look at the context strip at the bottom of the message input. Your personal context is active by default.
Ask something real — something you'd actually want help with today. For example:
"Draft a follow-up email to a prospect I met with this morning."
"What's on my calendar this afternoon?" (if you connected calendar)
"Help me think through my priorities for this week given my current projects."
If you want to bring in additional context mid-conversation, use the plus in the message input box to attach Agents, Datasources, Spaces, Threads, or Files.
Now ask elvex to produce a structured output — something you'd actually want to keep and use.
Your output is your first artifact: a persistent file that lives beyond this conversation.
Pin the thread and/or the artifact to My Space so they're always accessible.
Tip: Artifacts are cross-thread updatable. If you return to this conversation or start a new one and ask elvex to revise the output, it updates the same artifact rather than creating a new one.
Step 4: Explore and Use the Agents Built for Your Team
Chatting with your personal context is great for general, open-ended work. But your organization may have built agents designed specifically for your team's most common tasks.
An agent is purpose-built and configured for a specific task or role. It has its own instructions, access to specific internal knowledge, and in some cases, the ability to take actions through integrations.
Steps
Navigate to Agents from the main menu to see the agents available to you.
Browse the list. Look for agents relevant to your role or the task you're working on.
Click on an agent to read its description and understand what it's designed to do.
Click Go to Agent to open a thread with that agent.
Give the agent a real task — something it was built for.
If the agent produces a useful output, pin the resulting thread or artifact to My Space for easy future access.
Tip: Not sure what an agent does? Ask it: "What do you do and what do you need from me to do it?"
Step 5: Create Your First Shared Space
A Space is a collaborative workspace where context, resources, and agents are shared across a group. When you create a Space and invite your teammates, everyone benefits from the same shared context and has access to the same pinned resources.
Important: Each person in a Space has their own individual threads. What's shared is the Space's context, pinned agents, and pinned resources. Your teammates don't see your threads unless you explicitly share or pin them.
Steps
Navigate to Plus in the sidebar and click Create Space.
Give your Space a descriptive name.
Add Space context — a plain-language description of the Space's purpose and shared priorities.
Pin agents that your team should be able to access from this Space.
Pin threads and artifacts that are useful team reference points.
Click Invite teammates and add colleagues by email or name.
Tip: Space context can be updated over time. A well-maintained Space gets more useful the longer your team uses it.
You're set up — here's what to explore next
✅ Integrations connected — elvex can take action in your tools
✅ My Space configured — every conversation starts with your context
✅ First thread opened and first artifact generated
✅ Team agents discovered and used
✅ Shared Space created for your team
From here, the most impactful things you can do are:
Keep your personal context current — revisit it every few weeks as your role or priorities evolve
Pin threads as you go — great conversations become reusable context when pinned to My Space or a shared Space
Connect elvex to Slack or Microsoft Teams — so you can interact with agents directly from your chat tools without switching apps