Hire & import employees

Two entries in the dashboard sidebar create employees: New Employee, which opens a wizard, and Import Employee.

New Employee

The wizard is titled Hire Your AI Employee and has two steps.

Step 1 of 2: Profile

Everything that defines the person and the job sits on one screen.

First Name, Last Name, Age, Gender, Main Language and Position are required. Nationality and City are optional.

Main Language is the one to get right. It is the language the employee writes and speaks in by default, on every channel including the phone.

Position shapes the employee. Write it like a job title: Customer Support Manager, DevOps Engineer, Admin / Assistant.

What they'll handle is optional, and it is the field worth spending a minute on. Write in plain sentences what the job actually involves, including the limits:

Answers customer emails about orders, delivery times and returns. Applies our refund policy up to 100 GBP. Anything above that, or an unhappy customer, goes to a human with a short summary.

What you type there is turned into the employee's standing instructions. Leave it empty and they will simply work from their job title, which is thinner but perfectly valid, you can write the instructions later from Instructions.

The button is Find My Perfect Employee, not Next: it generates the profile from what you described, which takes a few seconds.

Step 2 of 2: Photo

Physical description is pre-filled from the profile that was just generated, and you can rewrite it. The portrait is generated from that text, so the more precise it is, the closer the face will be.

Reference images: up to five, optional, are faces used to steer the generation. They are never shown to anyone.

Then Generate the portrait, or Upload a photo if you already have one. You can also hire without a portrait: the employee's initials are shown instead.

Hire Employee creates the card.

The Employee Catalog

Rather than describing someone, pick a ready-made profile. The catalog filters by job type, Sales / Prospecting, Admin / Assistant, HR / Recruiting, Fullstack / DevOps, SEO / Content, Legal / Documents, Design / Creative, Finance / Accounting, Video / Production and more.

If none fits, Create your custom employee sends you back to the wizard.

Moving an employee: export and import

This is the question we get asked most often. You can take an employee out of one workspace and bring it into another, with its instructions, its skills and the files you choose.

Export

On the employee's card, open the ⋮ menu.

Five entries sit there: Share, Tracking, Export, Clone and Delete. Pick Export.

You choose what travels. Beyond the employee itself you select which files and folders to include, so you can move a worker without dragging along years of working documents.

What always goes into the archive:

• its name, its email address, its language and its status;
• its skills list, and .skills/skills.json;
• the authorised senders and receivers of its mailbox.

What never goes in: the identity of the account that owns it. That is what makes the archive usable in someone else's workspace.

You get a file named employee-export-‹employee›-‹date›.tar.gz.

Import

In the dashboard sidebar, click Import Employee.

Drop the .tar.gz archive on the panel, or click to browse. The employee is recreated here with what the archive carried.

What to watch

The email address is the identity. On import, the archive is matched on the employee's email address, and if an employee with that address already exists you are told so rather than ending up with two. Plan the address before moving someone into a workspace that already has a namesake.

Export is not available on the free tier.

Clone is not export. Clone duplicates an employee inside the same workspace, which is what you want to give two people the same worker without sharing one. Export is for leaving the workspace.