Getting Started with Codex: Setup and First Steps
Key Points
- Download app and sign in with ChatGPT account
- Create projects linked to local folders with controlled permissions
- Start with simple tasks and progressively increase complexity
Summary
Codex is an AI assistant for completing real tasks on your computer. This guide covers downloading the desktop app, creating projects, and executing your first tasks safely.
Key Points
- Installation & Setup: Download the Codex desktop app and sign in with your ChatGPT account
- Core Concepts: Threads are conversation spaces (like ChatGPT chats); Projects connect to folders on your computer for file-based work
- Project Organization: Create a dedicated
Codexfolder with subfolders for each project; drag files into project folders or leave empty for Codex to create new files - Start Simple: Choose straightforward first tasks like organizing notes, cleaning datasets, or comparing documents
- Model Selection: Begin with the default recommended model; increase reasoning capability for complex tasks
- Permissions Management: Use Default permissions when starting out; Full permissions grant broader access but should only be used when you understand Codex's actions
- Safe Workflow: Use the prompt "Inspect this folder and tell me what you see. Then suggest one small task you can complete safely. Wait for my approval before making changes."
- Progressive Learning: Start small, review results, and gradually increase task complexity as you build confidence