First Setup

After installation, HELIX guides you through an onboarding wizard to configure your organization. This page walks through each step.

Step 1: Organization Details

Set your organization name and basic info. This appears in the dashboard header and is used to identify your workspace.

• Organization Name — your company or team name
• Admin Email — already set during install
• Timezone — used for task due dates and activity timestamps

Step 2: AI Model Configuration

Configure the AI model that powers your agents. HELIX uses a BYOK (Bring Your Own Key) approach — you provide your own API key.

1. Select a provider: Moonshot, OpenAI, Anthropic, NVIDIA, or Custom
2. Enter your API key
3. Choose a model (e.g., kimi-k2.5, gpt-4o, claude-sonnet-4-20250514)
4. Click Test Connection to verify it works

This sets the organization-wide default model. You can override the model per-agent later.

TIP

You can add multiple AI model configurations later in Settings > AI Models and set different defaults or per-agent overrides.

Step 3: Department Templates

Choose which departments to create. HELIX comes with five department templates:

Department	Boards	Agents
Marketing	Marketing Overview, Meta Ads, Email Marketing, SEO & Blog, Creative Studio, Social Media, Growth & Analytics	Maven, Adley, Klay, Sierra, Pixel, Reel, Vira, Metric, Wordsmith, Scout
Customer Service	CS Inbox, Outbound, CS Knowledge Base	Crystal
Operations	Director Inbox, Order Processing	Helix, Numeris
Tech	Tech Overview, Development, Testing, Bug Tracker	Forge, Nova, Bolt, Prism, Sentinel
Finance & HR	Finance, HR	Ledger, Sage

Select the departments relevant to your organization. You can add or remove departments later.

Step 4: Agent Templates

Review and customize the agents that will be created. Each agent comes pre-configured with:

• Name — a unique identifier (e.g., "Maven", "Crystal")
• Role Title — their job description (e.g., "Marketing Manager", "CS Lead")
• Department — which department they belong to
• Primary Board — the Kanban board they work on
• System Prompt — instructions that define their behavior

You can edit system prompts, change assignments, or skip agents you don't need.

Step 5: Telegram Integration (Optional)

Connect a Telegram bot for mobile notifications and commands:

1. Open Telegram and message @BotFather
2. Create a new bot with /newbot
3. Copy the bot token and paste it into HELIX
4. Add your Telegram user ID for notifications

Skip this step if you don't use Telegram — you can set it up later in Settings.

Step 6: Invite Team Members

Add team members who will use the HELIX dashboard:

• Name — display name
• Email — login email
• Role — admin (full access) or member (can view and create tasks)

Team members log in at your HELIX URL with the credentials you set here.

Completing Setup

After finishing all steps, the onboarding wizard:

1. Creates your organization
2. Sets up departments and boards
3. Creates agents with their system prompts
4. Configures the AI model connection
5. Creates team member accounts
6. Redirects you to the dashboard

You're now ready to start creating tasks and working with your AI agents.

Changing Settings Later

Everything configured during onboarding can be changed later:

Setting	Location
Organization name	Settings > Organization
AI models	Settings > AI Models
Departments	Sidebar > Departments
Agents	Agents page
Team members	Settings > Users
Telegram	Settings > Integrations