Help & support
Last updated 2026-10-08
How to use CreateX on the web, the desktop app and the mobile app, plus our support service, response commitments and the Zoom and Tencent Meeting integration guides. Administrators and employees can both contact us directly.
CreateX is provided to companies, so there is no self sign-up: your company's administrator creates your account in the admin console. They then give you your work email for signing in and an initial password (it is shown to them only once, when the account is created).
The web app, the desktop app and the mobile app use the same account and stay in sync.
Your work email, role, department, position and manager are maintained by your administrator — ask them to change it. You can change your own name, phone number and avatar; see "Privacy and your data" below.
Ask someone responsible at your company to email contact@createx-ai.hk for a company trial, with the company name, team size and a contact person. We will set up access and a demo.
The desktop app has everything the web app has, and also lets your assistant work with files on that computer — see "Desktop app".
CreateX has no self-service password recovery. Ask your company's administrator to reset it: they get a new initial password to give you, every session you have on every device ends immediately, and you sign in again with the new password.
To keep your account safe, never send your password to anyone by email or chat — including our support team.
Change your password from another device as soon as possible — that signs you out everywhere. If you cannot sign in, ask your administrator to reset your password. If the lost device is a computer with the desktop app, you can also remove it under Settings → Devices.
Your assistant and digital staff reply in the language of your message. When the message doesn't show a language (for example just "OK"), they use your display language. Meeting minutes follow the language of the meeting.
Buttons, notifications and system messages follow your display language. What colleagues write — titles, descriptions, comments — stays as written and is not translated.
New messages, AI replies, results delivered by digital staff, and work reminders: before schedules and meetings start, before a task's planned end and after it is overdue, and when daily, weekly or monthly reports are due. Tapping a notification opens the conversation or item.
Under Me → Reminder preferences (web or desktop: Settings → Reminder preferences) you can set the default reminder for schedules and meetings (for example 15 minutes before), reminders before a task's planned end and after it is overdue, and the daily, weekly and monthly report reminders. Changes take effect immediately.
Notifications show a preview of the message. To hide content on the lock screen, turn off lock-screen previews in your phone's notification settings.
My Assistant is your personal AI assistant, pinned at the top of your chat list. Tell it what you need in one sentence — "set up a meeting with Chen tomorrow at 3 pm" or "ask Chen for a quote comparison by Friday" — and it fills in the owner, time and details and puts them on a card for you to confirm. It can also look up your schedule, tasks and meeting minutes, or hand work to the right digital staff member.
Pending collects everything waiting for you: drafts to confirm, change requests, tasks awaiting your acceptance, meeting invitations awaiting your reply, requests with feedback, and applications for you to approve. Tap an item to open it or jump to its card.
A task you give a colleague starts as a task request. The owner can accept it, ask for changes or decline; it becomes a task once accepted. Every task has exactly one owner.
Neither your administrators nor your manager can see your conversations with your assistant. Managers see confirmed tasks, schedules, reports and files according to their permissions. Your assistant can only see what you have permission to see.
The assistant remembers some things about you from your conversations (such as how to address you and how you like to work). You can view, edit or delete these memories under Memory & privacy, or turn off Remember from conversations.
Digital staff are AI team members your company enables, each good at a kind of work such as writing documents, building spreadsheets or making slide decks. They read the material you give them and deliver files, but they never send messages for you or change business data such as tasks and schedules. Your administrator decides which digital staff are available.
The desktop app (macOS and Windows) has everything the web app has, and also lets your assistant work on that computer: find and read files, tidy up material, work through the contents of a folder as you ask, then tell you the result or bring files back into the chat.
Finding and reading files needs no confirmation. Risky actions — deleting files, changing things outside the chosen folder, network access — first show a "Needs your OK" card where you choose "Allow once", "Allow for this session" or decline. If you see the card in a browser or on your phone, confirm it in the desktop app.
Settings → Devices lists the computers signed in to the desktop app and whether they are online. "Remove" signs the desktop app out on that computer and stops any local work in progress.
Click "New meeting" on the Meetings page of the web or desktop app, or just tell your assistant, for example "set up an online meeting with Chen tomorrow at 3 pm" — it shows you a meeting card to confirm first. Invitees can "Accept" or send "Feedback".
Transcripts are produced automatically by a speech-recognition service and may contain mistakes; in-person transcripts do not label speakers. The host should check before publishing the minutes.
First connect Zoom or Tencent Meeting under Settings → Meetings in the web or desktop app. New online meetings then get a meeting link automatically. After the meeting, if cloud recording with transcription is on for the platform account, the host can click "Fetch cloud transcript" to generate the minutes.
Text and Markdown, images, PDFs, Office files such as Word, Excel and PowerPoint (shown as PDF) and HTML files preview directly; other formats can be downloaded and opened.
Files are visible only to the people involved: the members of a conversation, or the participants of a task or meeting. Forwarding a file adds a reference instead of a copy, so its source can always be traced. Downloads use short-lived authorized links.
The Files page in the web and desktop apps holds all your files. In the mobile app, open a conversation and go to History → Attachments to find the files in that conversation.
Your work data in CreateX (conversations, tasks, meetings, files and so on) belongs to your company, which decides how it is used and kept. We process it on your company's behalf and protect it under our Privacy Policy. CreateX's servers are in Hong Kong.
In the mobile app, Me → Privacy & policies lets you review the AI services notice and withdraw your consent. Until you agree again, the app on that phone then stops at the AI services notice and cannot be used; you can agree again or log out.
Withdrawal applies only to the app on that phone. The web and desktop apps do not ask for this consent and keep using AI services after you withdraw; if you have questions, contact your company administrator.
CreateX accounts are created by your company's administrator and are disabled or deleted by them too; there is no self-service account deletion in the app. When you leave or no longer need the account, contact your administrator. A disabled account can no longer sign in, and its sessions on every device end immediately.
When a company ends its subscription, we delete all of its business data within 30 days, except where the law requires us to keep it.
Never send your password by email.
CreateX connects to Zoom through Zoom's official OAuth authorization to create online meetings, read the details of meetings you created, and, after a meeting ends, retrieve the cloud recording transcript to generate minutes. The authorization requests only the permissions these features need.
Zoom permissions used: create and read your own meetings, read cloud recording transcripts, and read your basic user profile. CreateX never joins meetings and never reads meetings or recordings unrelated to the Service.
Email: contact@createx-ai.hk
Monday–Friday 09:00–18:00 Hong Kong time (HKT, UTC+8) · first response within 1 business day