📌 This article is for users of elvex 2.0. Find out which version you're using.
This guide walks you through seven steps to go from a fresh account to a fully configured, context-aware workspace. By the end, you'll have connected your tools, added your first datasource, taught elvex about your role, had your first real conversation, built your first agent, and set up a shared Space for your team.
This guide is designed for new elvex users in the Creator role who want to get real value out of elvex from day one — and start building resources their whole team can use.
What you'll learn
Connect your integrations — so elvex can take action in the tools you already use
Add your first datasource — so elvex can reference your company's actual information
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
Build your first agent — a purpose-built AI workspace for a task you repeat
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 provide directly. With integrations, it can read your emails, check your calendar, update your CRM, post to Slack, and harness the tools you already use every day — all from a single conversation.
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.
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.
Step 2: Add Your First Datasource
By connecting your internal documents, processes, product information, or the files your team relies on every day to elvex, you can make sure agents and conversations can reference accurate, up-to-date content rather than relying on general AI knowledge.
The most powerful way to add a datasource is a live sync to your cloud storage. You connect a folder in Google Drive, Dropbox, SharePoint, OneDrive, or similar and elvex automatically re-syncs the contents approximately every 60 minutes.
You might want to add a datasource when:
You want elvex to answer questions from your team's internal documentation or knowledge base
You have a Google Drive folder with SOPs, playbooks, or reference materials your team updates regularly
You need an agent to reference a specific set of files and stay current as they change
You want to connect a Confluence or SharePoint page your team consults all the time
Steps
Navigate to + from the sidebar and click datasource.
Give your datasource a clear, descriptive name.
Write a description of what the datasource contains. A specific description helps elvex use the right datasource at the right time.
Select your cloud storage provider — Google Drive, Dropbox, SharePoint, OneDrive, Box, or Coda.
Authorize elvex to access your account and select the specific data you want to sync.
Click Save. elvex will begin indexing the contents.
Once processed, pin the datasource to My Space so it's always available to you in conversations.
Tip: Only direct files inside the connected folder are synced — subfolders are not automatically included.
Tip: Bigger isn’t better. Keep your datasources relevant to a particular problem.
Step 3: Configure My Space
My Space is your curated home base in elvex. It has two parts:
Personal context — a private description of your role, responsibilities, and working style. Once set, elvex reads this at the start of every conversation automatically.
Pinned resources — any agents, datasources, or threads you pin here are automatically available to elvex in every conversation.
Steps
Set up your personal context:
Click your My Space icon in the sidebar
Click Configure.
Write a description of yourself in plain language — your role, working style, and priorities.
Save your personal context.
Tip: Type “interview me to fill out this context” in the bottom right text field.
Pin resources to My Space:
Navigate to My Space from the main menu.
Pin the agents and datasources you use most often.
Pinned resources are now accessible to elvex in every conversation.
Step 4: 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.
Every conversation opens a thread. Threads are persistent, searchable, returnable, and shareable — every conversation is an asset, not a disposable exchange.
Steps
Click New thread to open a fresh conversation.
Ask something real — something you'd actually want help with today.
Use the plus in the message input box to attach additional context mid-conversation: Agents, Datasources, Spaces, Threads, or Files.
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 — revising an output updates the same artifact rather than creating a new one.
Step 5: Build Your First Agent
When you have a specific, recurring task — one that needs consistent rules, particular information, or a standard output format every time — it's time to build an agent.
An agent is a purpose-built tool you configure once and run repeatedly. As a Creator, building agents is a way to multiply your impact.
You might want to build an agent when:
You write the same kind of output repeatedly and want a consistent, high-quality result every time
You want your team to ask questions against your datasource without needing to know how to prompt effectively
You need an agent that follows your team's specific rules, tone, or format
You're doing a task in conversation repeatedly and want to formalize it so others can use it too
Steps
Navigate to + in the sidebar and click Agent.
Describe your agent's purpose in plain language. The agent builder will generate a starting configuration from your description.
Review and refine the name, description, and rules. The rules are the most important part — they tell the agent exactly how to behave.
Click Publish to make your agent active and available.
Open your agent and run it on a real task to confirm it behaves as expected. Refine the rules if the output isn't quite right.
Share your agent with your team or pin it to a Space so others can access it.
Tip: Your first agent doesn't need to be perfect on the first try. Publish it, run it a few times, and adjust the rules based on what you see.
Step 6: 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.
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
✅ First datasource added — elvex can reference your information
✅ My Space configured — every conversation starts with your context
✅ First thread opened and first artifact generated
✅ First agent built and shared
✅ 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