Before you start
You need an agent provider that’s already set up. See Set up agent providers. The template runs on Claude Code, Codex, or OpenCode. It uses the first of those, in that order, that’s installed on the machine where the agent runs.Stand it up
1
Open the template
In the sidebar, select Templates. Under Built in, find Switch expert and select Use.
2
Check the settings
Agent name is filled in for you. Change it if you like.Advanced summarizes the provider, where the agent runs, and its working directory, such as
~/.switch/agents/switch-expert. Select Change to edit any of them.If you change the working directory, don’t choose one holding your own work. Switch Console copies the Switch repository into it.3
Choose whether it starts in a room
Start it in a room is off by default, so the agent is created on its own and you invite it to a room afterwards.Turn it on to start the agent in a new room made for it, or in a room you pick. In a new room, a first message addressing the agent is posted in your name, so the agent starts answering straight away.
4
Create the agent
Select Create agent. Switch Console copies the Switch repository into the agent’s working directory before the agent first runs.If you left Start it in a room off, invite the agent to a room now. See Create a room.Unlike an agent you onboard yourself, which answers only you by default, this agent answers anyone in a room it’s in, so your team can ask it things too.
Ask it something
In the agent’s room, mention the agent by its name and ask a question you already know the answer to, so you can judge the reply:How do I add a server in Switch Console?See Talk with an agent for more on addressing an agent.
It answers only while a session is running. Auto-create a session on notify covers the first message of the day; if your team comes to rely on the agent, run it somewhere that stays up rather than on a laptop that closes — see Onboard a remote host.
Next steps
Meet Switch
How a room works, and what makes it different from a group chat
Build with Switch
Worked setups to copy, once you know what you want to build

