XO Docs

Setup

Deploy your XO Coworker workspace on XO in under 10 minutes.

XO Cowork is the chat-first AI agent workspace on XO. Create a project, configure your agent through the in-workspace onboarding wizard, and start chatting with per-project memory — no infrastructure to manage.

Setup Walkthrough

What You'll Need

  • An XO account
  • (Preferred) a model provider — an Anthropic API key (recommended), an OpenAI API key, or an OpenRouter key
  • (Preferred) a channel — Discord, Telegram (from @BotFather), or Slack

Both are optional at project creation — you can add them later in the in-workspace onboarding or from Settings.

Deploy XO Cowork

Create a New Project

Go to beta.xo.builders.

XO Builders dashboard

Click New Project in the left sidebar. On the XO Cowork template card, click Create Agent.

Select the XO Cowork template

Configure Project Details

Fill in the project creation form:

FieldValue
Project NameA unique name — e.g. xo
AI Provider(Optional) Anthropic, OpenAI, or OpenRouter
Notification Channel(Optional) Telegram, WhatsApp, or Slack
Volume SizeDefault 2 GB is fine for most setups

All fields except Project Name are optional — you can configure them later in the in-workspace onboarding.

XO Cowork creation form

Click Create Project.

Wait for Startup

Your workspace takes about 5–6 minutes to provision.

When provisioning completes, a new browser tab opens at xo-cowork--<project>--<user>.workspace.helloxo.nl/onboard with the in-workspace setup wizard.

Name Your Workspace

In the XO-Coworker Setup wizard (step 1 of 5), enter the name that will appear throughout your workspace — this is what your agent will use.

Wizard step 1 — name your workspace

Click Continue.

Add an AI Model

Select a provider and paste your API key. Anthropic is recommended.

Wizard step 2 — add an AI model

Click Save Key, then Continue (or Skip for now).

Connect Channels

Connect your assistant to Discord, Telegram, or Slack so messages flow to the apps your team already uses.

Wizard step 3 — connect channels

After saving a channel, restart the Gateway from Settings → Channels to apply the changes.

Click Continue (or Skip for now).

Shape Your Agent

Four markdown files define your agent's identity, voice, workspace rules, and what it knows about you — Agents, Soul, Identity, and User. Tweak them now or leave the defaults; you can revisit them anytime.

Wizard step 4 — shape your agent

Click Continue (or Skip for now).

Create Your First Project

Name your first project — e.g. Helix. This scaffolds a project folder with starter markdown files (AGENTS.md, CLAUDE.md, OBJECTIVES.md, PLAN.md, PROGRESS.md, PROJECT.md).

Wizard step 5 — create your first project

Click Create Project.

Start Working

Your project opens with the file tree on the left and a chat panel on the right. Describe what you want to work on and the agent uses your project context to help.

XO Coworker project view

Your agent is live. You can also reach it from any connected channel (Telegram, Discord, Slack).

Next Steps

Add more projects from the Projects sidebar, customize the agent's AGENTS.md / Soul / Identity / User files, or hop into the XO Cowork API reference to drive the workspace programmatically.

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