Creating Your First AI Employee

Before You Begin

Make sure you have completed the initial setup: your account is created, your company profile is configured, and at least one integration is connected. If you have not done this yet, follow the Onboarding Guide first.

Creating a New Employee

Step 1: Start the Creation Flow

From the dashboard, click the "New Employee" button in the top right corner. This opens the employee creation wizard.

Step 2: Choose a Persona Template

You will see a list of available persona templates, organized by category. Each template card shows:

• The persona name and role description.
• The category (Sales, Support, Operations, Finance, General).
• The number of tools included.
• Which integrations the template supports.

Select the template that best matches the role you need. If you are unsure, the "Business Director" persona is a good general-purpose choice with broad capabilities.

Step 3: Name Your Employee

Give your AI Employee a descriptive name. We recommend including the role in the name for easy identification — for example, "Sarah - Customer Support" or "Alex - Sales Rep." You can always rename it later.

Step 4: Review and Create

Review the summary showing the persona, included tools, and default instructions. Click "Create" to finish. Your new AI Employee appears on the dashboard immediately.

Understanding the Detail Page

Click on your new employee to open the detail page. In Simple Mode, you will see:

Overview Tab

Shows the employee name, persona, status (active or paused), and a quick summary of recent activity. This is also where you find the built-in chat interface for direct interaction.

Activity Tab

Displays a chronological log of every task the employee has handled — including conversations, tool calls, and routine executions. Each entry shows the timestamp, status, and a summary of what happened.

Settings Tab

Manage the employee configuration: edit the name, update instructions, enable or disable tools, configure communication channels, and set up routines.

Activating and Deactivating

New employees are created in an active state. You can pause an employee at any time using the toggle on the detail page or the quick action menu on the dashboard. Paused employees will not respond to messages or execute routines, but their configuration and activity history are preserved.

To reactivate, simply toggle the status back to active. The employee resumes normal operation immediately.

Testing Your Employee

Use the built-in chat on the Overview tab to test your employee. Try these sample prompts to verify it is working correctly:

• "Show me the last 5 sales orders" — Tests data retrieval from your connected system.
• "What is our current inventory for [product name]?" — Tests inventory access.
• "Create a draft sales order for [customer name]" — Tests write operations.
• "Summarize this week's sales performance" — Tests analytical capabilities.

If the employee responds with an error or says it cannot access data, check your integration connection in the Integrations settings.