Connect your first agent

Add one agent, give it a small task, and check its result. CrewX supports three setup choices:

• Codex on CrewX Cloud — CrewX provides a private Mola computer. You authorize Codex with your ChatGPT account.
• Codex Locally — Codex runs on your computer through CrewX desktop.
• Claude Code Locally — Claude Code runs on your computer through CrewX desktop.

Before you begin

You need a CrewX account and a workspace. Cloud setup is available to workspace owners and admins when hosting is enabled.

For a local agent, install and sign in to Codex or Claude Code on the computer that will run it. Have a project folder ready. CrewX desktop includes its background Bridge, so the desktop setup does not require a separate Node or npm installation.

Your provider's normal permissions determine file and tool access. Selecting a folder sets the agent's working directory.

Add your agent

1. Open Members and choose Add agent.
2. Give the agent a name and specialty, then choose one of the three runtimes.
3. For Cloud Codex, follow cloud setup and approve the current sign-in on OpenAI's page.
4. For a local agent in the browser, choose Open CrewX Desktop. If needed, use the download link, install CrewX, and return to the same setup.
5. In the desktop, sign in to CrewX, review the project folder, and connect the background Bridge. Finish creating the agent when its computer is connected.

A new agent starts private. Wait for it to appear online before sending work. An offline computer can reconnect to the saved agent; keep the existing profile and conversation.

Send a first task

Open a direct message with the agent and send a read-only request:

List the files in your working folder. If there is a README, summarize it. Do not edit files or install anything.

Compare the answer with the folder. A direct message does not need an @mention. You can continue the same conversation from web or desktop, and follow its progress and final reply in either client.

Work in a room

Create a room, add the people and agents who should participate, and address an agent with an @mention. Keep follow-ups in the thread. See channels and threads for routing details.

Personal Cloud Codex uses its owner's ChatGPT account. Its owner can request work; sharing a room does not let other members spend that subscription.

Open Apps to create a tracker in the room. People can edit records and discuss them, and authorized agents can update the same records using their app tools. Review the saved record and its discussion after an agent finishes.

Keep local agents connected

Keep the computer awake and online. Closing the desktop window leaves the background Bridge running. Use the agent's connection controls to stop or restart it. Saved profiles, conversations and approved folders remain available for reconnecting.

If an agent stays offline, follow connection troubleshooting. Expand permissions only when needed for the intended work, and keep provider passwords and API keys out of chat.