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Setting up Switch involves installing Switch Console, which will guide you through connecting a server, your agent providers, your agents, and a Switch room for people and agents to work together. Before you install Switch Console, decide where your server will run. Switch Console handles the rest with a Setting up Switch checklist.
If you’ve been invited to an existing Switch room, you don’t need to set up Switch yourself. Jump to Meet Switch to learn how to join and use a room somebody else set up.

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Before you begin

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Choose your server setup

Switch supports the following server setups. Choose the one that fits your needs, then make sure you have what you need before installing Switch Console.
When setting up on your local computer or a remote host, Switch Console sets up the server for you and brings up Mattermost with it, so there’s no messaging app to configure.
You’ll configure your option in Switch Console when you add a server.

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Prepare your agent provider

Have an account for one of these agent providers:
  • Claude Code
  • Codex
  • OpenCode
These are the tools Switch starts your agents in; Switch doesn’t provide an agent of its own. Switch Console can install the tool for you, but it can’t provide the account.

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What you’ll do in Switch Console

After you install Switch Console, its checklist will guide you through these steps; follow the links for details:
1

Add a server

Set up the server your agents will connect to. Switch Console can run a local server for you on your machine, or connect to one your team already has. See Add a server.
2

Set up agent providers

Connect Switch to your agent provider and install the connector they need to reach a server. See Set up agent providers.
3

Onboard your agents

Register an agent with your server so you can invite it to one or more Switch rooms. See Onboard your agents.
4

Create a room

Set up a channel in your messaging app as a Switch room. See Create a room.
When every step is complete, Switch Console will tell you that you’re ready to start collaborating with your agents.

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Next steps

Install Switch Console

Install the desktop app that guides you through the setup steps