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Set up your workspace

Name your company, set up its first workspace and pick up where you left off.

Workspace administrators

Read as MarkdownAll guides as textAgent documentation index

Have your agent do thisPaste the prompt into Claude Code, Cursor or another agent. It follows this guide over MCP and asks before it changes anything others will see.Show the prompt
Help me with "Set up your workspace" in my Shuffl workspace.

1. Read the guide: https://shuffl-rebuild.vercel.app/docs/markdown/getting-started
2. Add Shuffl's MCP server: https://shuffl-rebuild.vercel.app/api/mcp
   Claude Code: claude mcp add --transport http shuffl https://shuffl-rebuild.vercel.app/api/mcp
   When the browser opens, choose my workspace and allow the access the guide needs.
3. Work through the steps in order: Name your company; Work through the checklist. Do what you can over MCP and tell me which steps only I can do in the browser or in Slack.

Show me what you will change and who it affects, and wait for my yes before publishing, inviting or sending anything.

App links open your signed-in workspace. Check the selected workspace before making changes.

Name your company

  1. Create your Shuffl account with your work email and a password, or sign in with Google or Slack. Verify your email, then sign in.
  2. Name your company. Shuffl suggests a name from your work email and creates the company with its first workspace. If you were invited, follow the invitation instead. Company owners and administrators can add another workspace later.
  3. Shuffl opens workspace setup in Manage, the console for administrators, HR responders and Knowledge reviewers. Employees use Home.

Work through the checklist

  1. Connect Slack. Choose Connect Slack and approve the app in Slack. Everyone in your Slack workspace then appears in People, waiting for access.
  2. Add your handbook. Choose Upload a file or Add a web page, or drop a file anywhere on the page. Check the draft, then publish it.
  3. Try Mello. Ask something your handbook answers, on the web or in a direct message to Shuffl in Slack. A cited answer completes the step.
  4. Invite a coworker. Their access turns on when they accept, or turn it on for people already waiting in People.
  5. Owners get HR requests by default. If nobody can receive them, open People, choose a person and turn on HR responder under Roles.
  6. Set this up with your agent, under the steps. To hand setup to Claude Code or another agent, choose Show prompt, then Copy prompt, and paste it into the agent. It works through the steps over MCP and asks you before it publishes or invites anyone. See Set up a workspace with your agent.
  7. Under Also turn on, start Pulse, Connections, Onboarding and Celebrations when you’re ready. Each has its own guide.

Workspace setup lists what a workspace needs before employees get value from it. Progress follows your saved settings, so you can leave and come back.

The Set up your workspace page in Manage: a panel to set it up with your agent, then steps such as Connect Slack, Add your handbook, Try Mello and Invite a coworker, each with its state and a button to continue.
Workspace setup reads your saved settings, so a step turns ready on its own once the setting behind it is in place.

Bring your Slack channels over

If another app already runs coffee chats, shoutouts or celebrations in your Slack, workspace setup offers Bring them over. Intros become a Connections program for the channel, shoutouts become a praise channel with the past year imported (including shoutouts the other app posted for people), and a celebrations channel receives birthdays and anniversaries once you preview and turn them on. A public channel whose name says it is for praise, like #kudos or #shoutouts, is offered as a praise channel too, even when no app runs it. Choose Leave it to skip a channel.

Past intros happened in private group messages Shuffl can’t read. To keep people from being matched with someone they already met, add the other app’s CSV report of past intros on the same screen. Nothing from it is used until you press Bring them over, and Shuffl keeps only who met whom, never the names or emails in the file.

Then remove the other app from Slack. Each Connections program waits while that app is still in its channel and starts on its own once it leaves, so nobody gets two introductions. Everyone whose birthday the other app celebrated gets one private message asking whether Shuffl should keep it; nothing is saved unless they say yes. For a private channel, type /invite @Shuffl in it first.

Resume after an interruption

Sign back in and reopen Workspace setup in the same workspace. Retry the failed step there rather than creating a new workspace.

If progress moves backward, check the setting behind the step. A withdrawn document, a passed review date, a removed responder or a suspended employee reopens an earlier step.

Slack’s Home tab for Shuffl shows the same progress to administrators, with a Continue setup button.