Set up MeshTale for an agencyin 30 minutes.
From an empty account to one workspace per client, with an agent that only sees the client it is working for.
Agenda
Placeholder outline. The real page lists the agenda the host will follow.
- Create your organization
Sign up on the free tier, name the organization and invite the people who will use it.
- One workspace per client
Make a workspace for each client, add collections, and see why nothing crosses from one to another.
- Connect the first sources
Bring in a Slack channel, a Google Drive folder and call notes, and watch sensitive data get masked before it is stored.
- Connect an agent over MCP
Add MeshTale to Claude Code or Cursor with two tools, bound to one client's workspace.
- Ask, check, and open the audit log
Ask a question, read the cited answer, then see the recall logged with the agent, workspace and time.
Is this session for you?
Who it is for
- Agencies and consultancies with several clients
- Whoever sets up tools for the team
- People already using an AI assistant at work
What to bring
- A free MeshTale account, if you want to follow along
- One client you want to set up first
- Your questions about access and review
After the session
The real page says here whether a recording or notes are shared afterwards, and links the guides that go deeper.
Back to all workshops
Set up your first clientbefore the session.
The free tier needs no card. Bring a real workspace and your questions.
Free tier, no card required.