Getting started

This page walks you through your first hours with Company Brain: creating an assistant, inviting your team, and opening the social workspace.

Prerequisites

• An erxes workspace where you are the organization owner (assistant and workspace provisioning are owner-level actions).
• A Company Brain entitlement. Business School plans of 3, 10, and 25 people grant 3, 10, and 25 total assistant slots shared by OpenClaw and Hermes; existing gifts and add-ons also cover both kinds. Enterprise installations are unlimited.
• For assistants: a model provider account — either an API key or an active subscription plan with one of the supported providers.
• For Postiz on erxes SaaS: access must be enabled for your organization by a platform administrator before owners can set it up.

Find the plugin

Open the Company Brain group in the erxes sidebar:

• OpenClaw Assistant — /agent/assistant
• Hermes Agent — /agent/hermes
• Social / Postiz — /agent/postiz
• Templates — assistant templates you can start from

Create your first assistant

The OpenClaw and Hermes flows share the same identifier concept: you first create a named identifier (which reserves a plan slot), then the runtime is provisioned for it.

Step 1 — Create the identifier

1. Open the module page and select Add OpenClaw Assistant (or the Hermes equivalent).
2. Choose Setup type → Create new server (or import transfer credentials to re-home an existing runtime).
3. Enter an Identifier name and a short Description, then Continue.
4. The identifier is created immediately and reserves one plan slot — even before the runtime exists. Deleting the identifier frees the slot.

Step 2 — Choose the provider

1. Pick API key or Provider subscription.
2. Select a provider and complete its credential or authorization steps.
3. Confirm to start provisioning. Provisioning can take several minutes; the page polls the runtime health until it is serving.

Step 3 — Open and share the assistant

• Open the assistant detail page to chat with the runtime in a health-gated iframe — it only mounts once the runtime answers.
• Invite team members from the assistant's member management. Members can open the runtime and check health; only owners and creators can edit, deploy, transfer, or delete.
• Connect Discord from the assistant's Discord management sheet (optional).

Set up Social / Postiz

1. Open Social / Postiz at /agent/postiz.
2. On erxes SaaS, wait until a platform administrator has approved your organization. On an enterprise installation, the owner enrolls directly with a single-use operator code.
3. The owner creates the tenant workspace with a separate Postiz password.
4. The owner selects the initial Postiz Admin from active erxes users. This one-time choice also applies to existing workspaces.
5. The initial Admin invites teammates as Admins or Members from the page header. Uninvited users never see the workspace.

Full details: Social / Postiz.

What you can do next

• Switch or update a provider connection at any time from the assistant's connection dialog — timeouts during apply mean "still applying", not failure.
• Export transfer credentials to move an assistant to another erxes organization without losing data or provider connection.
• Enable the CMS → Postiz publishing bridge from the Postiz Admin controls if your team creates content in the erxes CMS.

If provisioning fails or access looks wrong, go to Access and troubleshooting.