Raphaël Bosi 4a5c623ece Improve the workspace setup kickoff prompt (#23594)
Rewrites the workspace setup chat kickoff prompt for conversion: the
goal is a real workspace the team keeps using, with the setup doubling
as a tour of what Twenty can do.

- Replaces the arbitrary bands (2-4 custom objects, 3-6 fields, 250
words) with admission tests, favoring custom fields on standard objects
over custom objects.
- Opens by sharing what we already know about the company and the user's
role, then lets them steer: propose a model right away, or hear their
use case first.
- After the data model there is no fixed script. The agent proposes the
single next capability worth building (workflow, dashboard, role) based
on what the user actually said, and names the ones it did not build
before closing so nothing stays hidden.
- Introduces each capability in one plain sentence where it comes up,
and drops the view-field step that #23585 made redundant.

Also passes the workspace member job title into the AI chat user
context, so the agent can shape the setup around what the user does.
This applies to every chat, not just onboarding.

Example: Creating an Apple workspace

<img width="2584" height="5022" alt="CleanShot 2026-08-03 at 15 33
48@2x"
src="https://github.com/user-attachments/assets/bc12ec95-e29d-42fd-8757-38ab3a8a5705"
/>


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2026-08-03 13:40:57 +00:00
2026-06-11 11:02:28 +02:00

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The #1 Open-Source CRM

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Why Twenty

Twenty gives technical teams the building blocks for a custom CRM that meets complex business needs and quickly adapts as the business evolves. Twenty is the CRM you build, ship, and version like the rest of your stack.

Learn more about why we built Twenty


Installation

Cloud

The fastest way to get started. Sign up at twenty.com and spin up a workspace in under a minute, with no infrastructure to manage and always up to date.

Build an app

Scaffold a new app with the Twenty CLI:

npx create-twenty-app my-app

Define objects, fields, and views as code:

import { defineObject, FieldType } from 'twenty-sdk/define';

export default defineObject({
  nameSingular: 'deal',
  namePlural: 'deals',
  labelSingular: 'Deal',
  labelPlural: 'Deals',
  fields: [
    { name: 'name', label: 'Name', type: FieldType.TEXT },
    { name: 'amount', label: 'Amount', type: FieldType.CURRENCY },
    { name: 'closeDate', label: 'Close Date', type: FieldType.DATE_TIME },
  ],
});

Then ship it to your workspace:

npx twenty app:publish --private

See the app development guide for objects, views, agents, and logic functions.

Self-hosting

Run Twenty on your own infrastructure with Docker Compose, or contribute locally via the local setup guide.



Everything you need

Twenty gives you the building blocks of a modern CRM (objects, views, workflows, and agents) and lets you extend them as code. Here's a tour of what's in the box.

Want to go deeper? Read the User Guide for product walkthroughs, or the Documentation for developer reference.

Create your apps

Learn more about apps in doc

Stay on top with version control

Learn more about version control in doc

All the tools you need to build anything

Learn more about primitives in doc

Customize your layouts

Learn more about layouts in doc

AI agents and chats

Learn more about AI in doc

Plus all the tools of a good CRM

Learn more about CRM features in doc


Stack

Thanks

Greptile      Sentry      Crowdin

Thanks to these amazing services that we use and recommend for code review (Greptile), catching bugs (Sentry) and translating (Crowdin).

Join the Community

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