Quickstart: Create Your First Space

A Space is a shared computer for a department or durable team. It runs Claude or Codex with the connections, skills, memory, conversations, and files that the team needs.

Create the Space

1. Open the Create menu and choose Space.
2. Pick a template, or describe the work in your own words.
3. Review the prompt and make it specific to your team.
4. Choose Claude or Codex, then pick the model you want to start with.
5. Create the Space. Type generates its name and description from your prompt.
6. In the setup thread, review the proposed skills, automations, and connections before adding them.

The templates are starting points:

Template	Good for
Engineering	Code, bugs, pull requests, technical planning, and incidents
Marketing	Campaigns, copy, SEO, ads, and competitive research
Support	Customer questions, response drafts, issue trends, and knowledge work
Sales	Pipeline updates, account research, meeting briefs, and follow-up
Data	Metrics, reports, analysis, and recurring business reviews
HR & Ops	Recruiting, people operations, internal processes, and coordination

Selecting a template does not connect tools or create automations on its own. You approve those changes during setup.

Choose access

• Public Spaces can be found and joined by anyone in the workspace.
• Private Spaces are visible only to the people you add.

Use Sidekick for work that should stay private to you.

Tip

Start with one Space per department. Use channels for the projects, topics, and workflows inside it. This keeps the setup shared without turning every job into a separate agent.

Finish the setup

• Add connections for the tools and data the Space needs.
• Review skills for repeatable workflows.
• Add automations for scheduled and event-driven work.
• Create channels to keep ongoing work organized.
• Invite coworkers so they can join threads, prompt with you, and review the same work.
• Adjust models, notifications, access, and other defaults in Space settings.