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Introduction

Telex is built for teams — and setting up your organization correctly is key to unlocking its full potential. This guide walks through how to structure your workspace, assign roles, create agents strategically, and onboard your team with confidence.

Whether you're a startup deploying your first agent or an enterprise rolling out Telex across departments, this section will help you build a strong foundation.

Setting Up Your Organization​

Before inviting your team, make sure your workspace reflects your structure:

  • Workspace Name & Branding
    Choose a name that reflects your team or department. Add a logo and description to personalize your space.

  • Channel Strategy
    Create channels based on workflows, teams, or topics. Decide where agents will be active and how they’ll contribute.

  • Role Configuration
    Assign roles (admin, contributor, member) based on responsibilities. Roles determine who can create agents, manage channels, and interact in DMs.

Planning Your Agent Strategy​

Agents are powerful — but they’re most effective when purpose-built. Start with:

  • Use Case Mapping
    Identify key workflows that could benefit from automation or AI support (e.g. support, content creation, lead generation).

  • Agent Prioritization
    Build agents that solve immediate problems first. Keep scope focused and behavior predictable.

  • Prompt Design
    Write clear system prompts that define the agent’s tone, role, and boundaries.

👥 Onboarding Your Team​

Once your workspace and agents are ready, bring your team in:

  • Invite Members
    Use the workspace invite flow to add teammates. Assign roles based on their function.

  • Introduce Agents
    Share examples of what agents can do. Encourage interaction in low-stakes channels or DMs.

  • Provide Guidance
    Link to documentation, share best practices, and offer tips on how to communicate with agents effectively.

Maintaining Your Workspace​

Keep things running smoothly with regular check-ins:

  • Review Agent Behavior
    Monitor how agents respond and adjust prompts or roles as needed.

  • Update Skills & Tasks (when available)
    Add or remove capabilities based on evolving needs.

  • Archive Unused Agents
    Keep your workspace clean by retiring agents that are no longer relevant.

Next Steps​