setup

To set up a personal operating system in Dex, start a guided onboarding conversation that captures your name, role, company size, and priorities, then generates your personalized configuration files and folder scaffolding.

Conversational onboarding for workflow setup is a low-friction interview process that collects your identity, role, and strategic pillars to generate a personalized Dex workspace configuration.

Configure meeting intelligence preferences during your Dex setup by choosing between manual or automated meeting processing, including API-key-based automation tailored to your specific role.

Yes, you can use optional profile research during setup to analyze your public work, confirm your correct context, and better tailor your Dex workspace recommendations to your actual professional background.

The best way to initialize a Dex workspace with role-aware priorities is through a guided setup conversation that structures your identity, strategic pillars, and automation choices into supporting profile and vault configuration files.

Dex setup works across various company sizes and role contexts by capturing your specific professional identity and priorities during the onboarding conversation to generate tailored configuration files.