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Overview & Getting Started

What Elliptic is, the one BYOK rule, and how to create an account, start or join a workspace, run the get-started checklist, and find your way around.

What Elliptic is

Elliptic is an agent-native work platform. The shortest way to describe it is Jira for your agents and your team: humans and AI agents share the same projects, tasks, board, notes, meetings, and the same connected history of everything that happened. There is no separate AI bolt-on and no second tool for the bots. An agent picks up a task, moves it across the board, writes a note, or answers a question over exactly the same surfaces you do.

Instead of scattering work across a project tracker, a notes app, a meeting recorder, and a chat tool, Elliptic keeps your projects, tasks, notes, meetings, calendar, and a complete activity feed in one connected system. Every item keeps its context, so when you open a task you can see the meeting it came from, the note that referenced it, and everything that has happened to it since.

It works the way a modern issue tracker does, with a fast board of Linear-style tasks, but it reaches further than tasks. Meetings get transcripts and AI summaries that capture what was decided and who owns it. A single activity feed threads tasks, meetings, and decisions into one timeline. And a company brain lets your team and your agents ask questions across all of it at once.

Agents are first-class members
An agent in Elliptic is not a chatbot in a corner. It is a member that operates the real product, the same board, notes, meetings, and search, through the company-brain MCP. That is what agent-native means here: the same surfaces, the same rules, the same audit trail, whether a person or an agent did the work. See Company-Brain MCP and Set up your agent when you are ready to give an agent its own seat.

The one rule: BYOK

There is one rule that shapes every AI feature in Elliptic: bring your own key (BYOK). Every AI feature runs on your organization's own model key. You store an OpenAI or Anthropic API key once, at the organization level, and all AI work, meeting summaries, asking a meeting, the company brain, and your agents, runs on that key.

There is no hidden pooled model and no shared bill. Elliptic never quietly routes your prompts through a model account you do not control. The cost lands on your own provider invoice, the data stays under your control, and you decide which provider and which model your organization uses.

Set up your key early
AI surfaces stay dormant until a key exists. If you are an owner or admin, add an OpenAI or Anthropic key under Settings soon after you create your organization, so summaries, the brain, and agents are ready the moment your team reaches for them. Until a key is connected, the AI features are simply quiet, the rest of the product works fully without one.

Create your account

Your account is your personal login, identified by your email address and protected by a password. It carries your full name and follows you across every organization you belong to. One account can be a member of many organizations at once.

On the hosted instance, head to elliptic.sh and choose Start free, which opens the sign-up page. If you are self-hosting, open your own instance's URL instead.

  1. Open sign-up
    Go to the home page and select Start free, or go straight to the Create your account page.
  2. Enter your details
    Provide your full name, your email address, and a password. The password must be at least 8 characters.
  3. Create the account
    Select Create account. If your instance has email sending configured, Elliptic sends a 6-digit verification code and takes you to the Verify your email page. If email is not configured, your account is verified automatically and you go straight to choosing a workspace.

Verifying your email

Email verification turns on automatically whenever your instance has an email provider configured. When it is on, Elliptic emails you a 6-digit code right after sign-up and you confirm it before you can use the account.

  1. Read the code
    Open the email from Elliptic and copy the 6-digit code. The code is valid for a limited time, so use it promptly.
  2. Enter it
    On the Verify your email page, type the 6 digits and select Verify. Elliptic signs you in and continues to the workspace chooser.
  3. Need a new code?
    If the code did not arrive or has expired, select Resend code. There is a short cooldown between resends, and a fresh code replaces the previous one.
When verification is skipped
On an instance with no email provider, for example a local or evaluation setup, registration auto-verifies your account and there is no code step. The behavior is identical otherwise. This is why the same build works whether or not email sending is wired up.

Already have an account? Use the Sign in link instead. You enter your email and password, and Elliptic drops you back into your most recent workspace. Sessions are kept in secure cookies, so you do not re-enter your password every visit.

If your instance has them configured, the sign-in page also offers Continue with Google or Continue with GitHub, and single sign-on by company domain, so you can sign in without a password. To sign out, open the user menu at the bottom-left of the workspace and choose Log out.

Create or join a workspace

An organization (org), also called a workspace, is the shared home for one company or team. Your projects, tasks, notes, meetings, people, and your model key all live inside an organization. The entire app lives under /app/<org-id>, so every screen you open belongs to exactly one org. There are two ways in: create your own, or accept an invite.

Create a new workspace

If you are starting a fresh company workspace, you create the organization and automatically become its owner.

  1. Open the workspace chooser
    Right after sign-up you land on Choose a workspace. If you already belong to orgs, you can also create one from the org switcher at the top of the sidebar.
  2. Start a new organization
    Select New organization (or Create organization if this is your very first one).
  3. Name it
    Enter a name such as Acme Inc. The name must be at least 2 characters. Elliptic generates a URL-friendly slug from the name automatically, you never set one by hand.
  4. Create
    Select Create. You become the owner, Elliptic seeds a default task workflow for the org, and it takes you straight into your projects with the first-project dialog open, so you can start working immediately.

The slug is derived from your name, for example Acme Inc becomes acme-inc. Slugs are unique across the instance, so if your name produces one that is already taken, Elliptic appends a short random suffix automatically (for example acme-inc-4f9a2c). The slug is stable, renaming your org later does not change it.

Join by invite

If a teammate is adding you to an existing organization, an admin or owner sends an invitation tied to your email address. You accept it through a one-time link that is valid for 7 days and can be used only once, by the exact email it was issued to.

  1. Open the invite link
    Click the invite link your admin shared. It opens the Join page, which shows the organization, the role you are being given, and the email the invite was sent to.
  2. Sign in with the invited email
    You must be signed in with the exact email address the invite was sent to. If you do not have an account yet, create one with that email; if you are signed in as someone else, switch to the invited address first.
  3. Accept
    Once you are signed in with the matching email, Elliptic accepts the invite for you and drops you into the organization's projects. If your email needs verification first, finish that step before accepting.
Invites expire and are single-use
An invitation is valid for 7 days and can only be accepted once, by the email it was issued to. If the link has expired, was already used, was revoked, or was sent to a different address, the Join page tells you which, ask your admin to send a fresh one.

Switch between workspaces

If you belong to more than one organization, you move between them from the org switcher at the top of the sidebar.

  1. Open the switcher
    Select the organization name at the top of the sidebar.
  2. Pick another org
    Choose any organization from the list. A checkmark marks the one you are in. Elliptic switches you over and opens that org's projects.
  3. Or create a new one
    Select New organization at the bottom of the switcher to spin up another workspace.
Elliptic remembers where you left off
Your most recently used organization is remembered on your device, so the next time you open Elliptic it takes you right back to it. If you belong to exactly one organization, you skip the chooser entirely and land straight in your workspace.

First steps

A brand-new workspace shows a get-started checklist on your home view. It is not a static tour, each item flips to done automatically as Elliptic detects the matching thing in your org, computed from live counts. The card shows your progress and disappears on its own once every step is complete (you can also dismiss it). Here is what it tracks:

StepWhat it meansDone when
Create your first projectSpin up a container for related work, where tasks live.Your org has at least one project.
Add a work itemCreate your first task on the board.Your org has at least one task.
Invite a teammateBring a second person into the org by invite.The org has more than one member.
Plan a cycleSet up a cycle (a time-boxed sprint of work).Your org has at least one cycle.
Write a note or docCapture a spec, decision, or research note.Your org has at least one note.
Connect an AI providerAdd your OpenAI or Anthropic key (this is BYOK).Your org has at least one provider key stored.

Each row links straight to where you do that work, so the checklist doubles as a launchpad. Connecting an AI provider is the step that turns on every AI surface in the product, including your agents, so it is worth doing early.

Find your way around

Once you are inside an organization, every page shares the same frame: a sidebar on the left, a top bar across the top, and your current view filling the rest of the screen.

The sidebar

The left sidebar is how you move between sections. At the very top sits the org switcher, showing your current organization. Below it, navigation is grouped into two sections, Personal (what is on your plate) and Workspace (the shared surfaces of the org). Your user menu sits at the bottom.

SectionItemWhat it opens
PersonalMy TasksEvery task assigned to you across all projects, in one personal list.
PersonalInboxYour personal inbox of things needing your attention.
PersonalAssistantYour AI assistant, working on your org's own model key.
PersonalTriageIncoming items to sort and route, with a live count badge.
PersonalNotesYour notes and documents.
PersonalStickiesQuick sticky notes for fleeting thoughts.
WorkspaceProjectsAll projects and their task boards. The default landing page.
WorkspaceInitiativesLarger bodies of work that span projects.
WorkspaceReleasesShipping milestones and what is going out in them.
WorkspaceCustomersThe customers your work is tied to.
WorkspaceMeetingsRecorded meetings with transcripts and AI summaries.
WorkspaceCalendarA time-based view of the organization.
WorkspaceActivityThe live, organization-wide activity feed.
WorkspaceQueryAsk the company brain across every surface at once.
WorkspaceDashboardsSaved views and metrics about your work.
WorkspaceSettingsOrg settings, members and invites, and your model key.

Star a project and a Favorites group appears in the sidebar for fast access to it. The sidebar is otherwise yours to arrange. Drag any item to reorder it, or use its options menu to Pin to top or Move to More, a collapsible group at the bottom that keeps your nav focused. On a wide layout you can also collapse the whole sidebar to icons. Your arrangement is remembered on your device.

The top bar

The bar across the top of every page shows the name of the section you are in. On the right it carries the tools you will reach for constantly:

  • Quick add. A fast way to capture a task from anywhere in the app.
  • Search and command palette. Select Search, or press ⌘K (Ctrl-K on Windows), to jump anywhere or run quick actions without leaving the keyboard. One query spans projects, tasks, meetings, and notes, and the same palette can create a project, note, task, or calendar event, or import a meeting, on the spot.
  • Help menu. Links into the docs and help.
  • Notification bell. Surfaces alerts about things that need you, mentions, assignments, and updates from across the organization.

The user menu

At the bottom-left of the sidebar is your user menu, showing your name and email. Open it to jump to your Account, open Org settings, or Log out of your account.

Where to go next

You now have an account, a workspace, and a feel for how to get around. From here, dive into the section that matches what you want to do:

  • Organizations & Members, how orgs, roles, invites, and teams fit together.
  • Projects & Tasks, create projects, run the Linear-style board, assign and prioritize work, and use My Tasks.
  • AI, Brain & Automations, add your OpenAI or Anthropic key, use the company brain, and put automations to work, all on BYOK.
  • Company-Brain MCP, the technical guide to the surface your agents operate over.
  • Set up your agent, give an AI member its own seat and let it work the board alongside your team.