Connect Your Integrations
Integrations allow elvex to take actions in the tools you already use—creating tasks, updating spreadsheets, sending messages, and more. Without integrations, elvex can only provide information and generate text. With integrations, it becomes an active participant in your workflows.
You might need to connect integrations when:
You want elvex to create or update records in your CRM, project management tool, or spreadsheet
You need elvex to send notifications or messages through Slack or email
You want to pull data from external systems into your conversations
To connect integrations:
Navigate to Settings > Integrations to view available connections
Find the integration you want to connect (such as Google Sheets, Slack, or your CRM)
Click Connect and follow the authorization flow to grant elvex access
Once connected, you'll see a confirmation and can begin using actions with that integration
What's next: After connecting integrations, you'll be able to use them in the Home chat and in your custom agents.
Build Your Personal Context
Personal context is part of what transforms elvex into your AI. By interviewing yourself and documenting your work patterns, goals, and preferences, you give elvex the knowledge it needs to provide truly personalized assistance.
You might need to build personal context when:
You want elvex to remember your ongoing projects and priorities
You need elvex to understand your company's terminology, acronyms, and processes
You want more relevant suggestions that align with your specific goals
To build your personal context:
Navigate to Settings > Personal Context
Tell elvex you'd like to set up your personal context or be interviewed about your work
Answer elvex's questions about your role, responsibilities, current projects, and goals
elvex will save this information and reference it in future conversations
Tip: You can update your personal context at any time by having another conversation with elvex about changes to your role, new projects, or updated priorities.
Connect Your Key Datasources
Datasources provide elvex with access to your company's specific information—documents, spreadsheets, databases, and more. Think of it as a library that gives elvex expertise in your products, policies, customer data, or any other domain-specific knowledge it needs to help you effectively.
You might need to connect datasources when:
Your agent needs to reference specific company documents, policies, or procedures
You want to be able to reference it in during one of your conversations.
You need elvex to answer questions based on your product documentation or research
To upload datasources:
Navigate to Datasources from the main menu
Click Create Datasource to begin adding your information
Choose your datasource type:
Files: Upload documents, PDFs, spreadsheets, or text files
Databases: Connect to specific tables and views in Snowflake, Postgres, BigQuery, Redshift
Websites: Add URLs for elvex to crawl and reference
Give your datasource a descriptive name and add any relevant context about what it contains
Save your datasource—it's now available to use in the Home chat and connect to your agents
What's next: Now that you've set up your datasources, it's time to put everything together and start working with the Home chat.
Chat with the Home Agent
Now that you've set up your profile, connected integrations, built your personal context, and uploaded datasources, the Home chat becomes incredibly powerful. This is where everything comes together—the Home agent can access your datasources, call your integrations, understand your personal context, and help you accomplish real work.
The Home chat is your most versatile workspace in elvex. Unlike specialized agents, the Home agent has access to everything and can handle any task, from quick questions to complex workflows.
You might use the Home chat when:
You need to work with multiple datasources and integrations in a single conversation
You want to explore what's possible without creating a specialized agent first
You're tackling a one-off task that doesn't require a dedicated agent
You want to draft content, analyze data, and take actions all in one place
What you can do in the Home chat:
Reference your datasources: Ask questions about your uploaded documents, spreadsheets, or connected data
Use your integrations: Create records, update spreadsheets, send messages, or perform any action from your connected tools
Analyze and visualize data: Drop in files or links, ask elvex to analyze data and generate charts
Create and iterate on content: Draft emails, reports, documents, or any text-based deliverable
Share your work: Conversations and artifacts from the Home chat can be shared with colleagues
To get started with the Home chat:
Navigate to the Home screen from the main menu
Start a conversation by describing what you want to accomplish
Reference your datasources by name when you need elvex to pull specific information
Ask elvex to use your integrations when you need to take actions in external tools
Drop in links or files directly into the chat for elvex to analyze
Examples of what you can do:
"Look at the Q4 Sales Data datasource and create a summary report"
"Review the Product Requirements document and draft an email to the engineering team highlighting the key features"
"Analyze this CSV file and create a chart showing trends over time, then send it to the #analytics Slack channel"
Tip: The Home chat is perfect for experimenting and discovering what elvex can do. As you find workflows you repeat often, you can create specialized agents for them later.
Build Your First Agent
Agents are specialized AI assistants configured for specific tasks or domains. While the Home chat is incredibly powerful and versatile, agents are purpose-built with specific tools, datasources, and instructions that make them experts at particular workflows. They're perfect for recurring tasks or for creating specialized assistants that your team can use.
You might need to build an agent when:
You have a recurring task or workflow that requires specific context and tools
You want to create a specialized assistant for your team that others can use
You need an AI that follows specific rules or has access to particular datasources
You want to streamline a workflow you've been doing repeatedly in the Home chat
To build your first agent:
Navigate to the Agents screen from the main menu
Click Create Agent to open the agent builder
Alternatively, tell elvex in the Home chat that you want to create a new agent, and it will guide you through the process
Configure your agent:
Name and description: Give your agent a clear name and explain what it does
Rules: Define how your agent should behave and respond
Tools: Select which capabilities your agent needs (web search, data analysis, document creation, etc.)
Datasources: Connect the datasources your agent should reference
Integrations: Add any actions your agent should be able to perform
Test your agent by starting a conversation and refining its configuration as needed
Tip: Start simple with your first agent. You can always add more datasources, tools, and complexity as you learn what works best for your use case. Many users discover agent ideas by first working in the Home chat and noticing which workflows they repeat.
Set Up a Project
Projects help you organize related work, conversations, and context around specific initiatives or goals. They serve as a central hub where elvex can understand the full scope of what you're working on and provide more coherent assistance across multiple conversations.
You might need to set up a project when:
You're working on a multi-week initiative that involves multiple conversations and deliverables
One of your regular workflows uses multiple agents
To set up a project:
Navigate to Projects from the main menu
Click Create Project to begin
Ask elvex to interview you about the project or use command D to activate voice mode and interview yourself
As you work on the project, link relevant conversations and documents to keep everything organized
Update your project context as things evolve—elvex will use this information to provide better assistance
What's next: Reference your project in conversations with elvex so it can provide context-aware assistance that aligns with your project goals.
You're Ready to Go!
You've now set up the foundation for getting real value from elvex:
✓ Your profile helps elvex understand who you are
✓ Your integrations let elvex take actions in your tools
✓ Your personal context makes elvex's assistance more relevant
✓ Your datasources give elvex expertise in your domain
✓ You've experienced the power of the Home chat where everything comes together
✓ Your agents provide specialized assistance for specific workflows
✓ Your projects keep complex work organized and contextual
What to Explore Next
Explore Existing Agents
Your Admin may have already enabled agents created by elvex or built by your colleagues. Starting conversations with these agents is a great way to see what's possible and get ideas for your own agents.
Refine Your Agents
As you use your agents, you'll discover ways to improve them. Don't hesitate to adjust their configurations, add new datasources, or refine their rules based on what you learn.
Experiment in the Home Chat
The Home chat is your sandbox for discovering new workflows. Try combining different datasources, integrations, and tasks to see what elvex can help you accomplish.