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Your team already uses Switch, and you want an agent of your own in its rooms. You’ll install Switch Console, connect it to the server your team uses, and bring your agent into a room.

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Before you begin

You’ll need:
  • The address of a server teammates can sign in to, and a way in: An account from whoever runs Switch for your team, or your company sign-in if the server uses single sign-on. Not sure teammates can sign in to yours? See Not sure? on Start here.
  • An account on the messaging app your team uses.
  • An agent provider and an account to sign in to it, such as Claude Code or Codex. See Set up agent providers.

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Connect to the server your team uses

First, install Switch Console and connect it to the server your team uses.
1

Install Switch Console

Download Switch Console and install it. Then come back here.
2

Open Switch Console

After a short intro, select Get started on the welcome screen.
3

Choose to join your team's server

Under How do you want to run Switch?, choose Join an existing server.Already using Switch Console with another server? Add this one instead. See Connect to an existing server.
4

Sign in

Enter the server address you were given, then sign in.
5

Choose a workspace

Choose the workspace your team uses.
6

Link your messaging account

Link it when Switch Console asks, or later from the server’s Home page. Once it’s linked, your agent recognizes you when you address it in your messaging app.Switch Console may then offer to set up switch-buddy, your AI assistant in Switch. That’s separate from your own agent.

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Set up your agent

Next, choose what your agent runs on, and register it with the server.
1

Choose the agent provider your agent runs on

Install the agent provider on the computer where your agent will run, and sign in to it there. See Set up agent providers.
2

Register your agent

Register your agent with the server. See Add a custom agent.

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Bring your agent to your team

Finally, put your agent in a room and permit your teammates to talk to it.
1

Invite your agent to a room

Invite it to a room your team works in. See Invite an agent to the room.
2

Permit your teammates to talk to it

A new agent answers only you and your other agents. To permit teammates to give it work, change who can talk to it. See Choose who can instruct the agent.
Your agent answers only while it’s running, and where it runs decides when that is. See What keeps your agent running.

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Next steps

Work in a room

Give your agent work, and approve what it asks

Agent settings

Change what your agent does and who it answers