# CatalEx documentation

> Set up an existing Codex or Claude Code agent and talk to it in CatalEx, WhatsApp, Slack or Google Chat. Start with the setup playbook; use the settings reference for scoped changes.

## Start here

- [Agent setup playbook](https://docs.catalex.co/getting-started/agent-setup.md): Install, onboard and verify a reply.
- [Full documentation](https://docs.catalex.co/llms-full.txt): Every published guide in one file.

## Guides

- [CatalEx](https://docs.catalex.co/index.md): Set up an existing AI agent and talk to it in CatalEx, WhatsApp, Slack or Google Chat.
- [Set up with an AI agent](https://docs.catalex.co/getting-started/agent-setup.md): An executable playbook for installing CatalEx, onboarding a folder and proving a useful reply.
- [Install CatalEx](https://docs.catalex.co/getting-started/install.md): Install the command and app, choose a setup, connect an AI tool and verify a reply.
- [Add an agent](https://docs.catalex.co/agents/add-an-agent.md): Register an existing agent folder with CatalEx and verify its instructions and tools.
- [Native chats](https://docs.catalex.co/chats/native-chats.md): Start and verify conversations in the CatalEx desktop app or command line.
- [Files, charts and decisions](https://docs.catalex.co/chats/files-and-approvals.md): Share original files, read charts and answer agent questions and permissions in the right conversation.
- [Folders, instructions and tools](https://docs.catalex.co/agents/folders-and-tools.md): Understand the working folder and configuration an agent uses under CatalEx.
- [Tools and permissions](https://docs.catalex.co/agents/tools-and-permissions.md): Inspect an agent’s native tools and limit access without weakening its existing rules.
- [Engagement and writing](https://docs.catalex.co/agents/writing-preferences.md): Choose an agent’s engagement frequency, tone and optional Humanizer, with frequency overrides for individual channels.
- [Messages between agents](https://docs.catalex.co/agents/delegation.md): Allow one agent to contact another about a person while preserving the receiving agent’s rules.
- [Activity, history and usage](https://docs.catalex.co/activity.md): Inspect conversations, agent settings changes, delivery and resource use.
- [Messaging channels](https://docs.catalex.co/channels/overview.md): Choose a messaging service, connect an account, and route it to an agent.
- [Connect channels with an AI agent](https://docs.catalex.co/channels/agent-workflow.md): Drive messaging onboarding through checkpointed commands, keeping credentials private.
- [Connect WhatsApp](https://docs.catalex.co/channels/whatsapp.md): Connect your own Meta WhatsApp number, verify delivery, and route messages to a folder-based agent.
- [WhatsApp reply formats](https://docs.catalex.co/channels/whatsapp-reply-formats.md): See how text, cards, questions, charts and files appear in WhatsApp, including supported media and file limits.
- [Connect Slack](https://docs.catalex.co/channels/slack.md): Connect a Slack app to an existing agent and verify a reply in a thread.
- [Connect Google Chat](https://docs.catalex.co/channels/google-chat.md): Connect a Google Chat app and its service-account key to a CatalEx agent.
- [Administrator messaging](https://docs.catalex.co/channels/admin.md): Set up an administrator number and manage agents from authorized conversations.
- [Settings](https://docs.catalex.co/settings/overview.md): Find every user-facing setting, its scope, and when a change takes effect.
- [AI tools, models and effort](https://docs.catalex.co/settings/ai-tools.md): Connect providers and choose defaults, agent settings and per-chat overrides.
- [Server and connections](https://docs.catalex.co/settings/server.md): Choose where messaging runs, pair an account, and manage connections to other computers.
- [Access, approvals and limits](https://docs.catalex.co/settings/access-and-limits.md): Control who can message an account, who can approve actions, and how much work it accepts.
- [Capacity, storage and network](https://docs.catalex.co/settings/advanced.md): Tune supported runtime limits, retention, media and endpoints through the command line.
- [Runtime settings catalog](https://docs.catalex.co/settings/catalog.md): Individual runtime settings, their purpose, default, units and restart scope.
- [Client environment settings](https://docs.catalex.co/settings/client-environment.md): Bounded command-line discovery, request, attachment and history settings.
- [Updates and everyday operation](https://docs.catalex.co/operate.md): Check status, update CatalEx, and stop or remove a local installation.
- [Troubleshooting](https://docs.catalex.co/troubleshooting.md): Diagnose provider, setup, native-chat and messaging delivery problems.
- [Privacy Policy](https://docs.catalex.co/privacy-policy.md): How CatalEx handles agent conversations, credentials, connected services and your privacy choices.
- [Terms of Service](https://docs.catalex.co/terms-of-service.md): Terms for using CatalEx software, agent messaging and related services.