Your first employee in 15 minutes
Hire one, talk to it, give it a skill, and let it work without you.
This page takes you from an empty workspace to an employee doing work on its own. Four steps, about fifteen minutes, no configuration file.
You need a workspace. If you don't have one yet, create it from dash.geta.team first, see Create a workspace.
1. Hire
In the dashboard sidebar, click New Employee. The wizard has three steps and it is the only moment where you describe a person rather than a task.
Step 1 of 3 — Identity
First Name, Last Name, Age, Gender and Main Language are required. Nationality and City are optional.
Main Language matters more than it looks. It is the language your employee writes and speaks in by default, on every channel, including the phone. Changing it later is possible, but everything it has already written stays in the old language.
Step 2 of 3 — Professional
Position is the only required field, and it is the one that shapes the employee. Write it the way you would write a job title: Marketing / Social Media, DevOps Engineer, Admin / Assistant.
Communication Style is a set of chips, Formal, Direct, Analytical, Expressive, Persuasive, Storytelling, and a dozen more. Pick a few or none. You can also type your own in Add custom....
The button at the bottom is not Next, it is Find My Perfect Employee. It is what generates the profile from what you just described.
Step 3 of 3 — Photo
Upload a photo, or write a description in Physical Traits and let Generate Image produce one. The five Reference Images slots are optional and only help the generation.
Click Hire Employee. The card appears on your dashboard.
2. Say hello
Click Chat on the card. This is a normal conversation, with one difference worth knowing on day one: what you say here can be remembered. Tell it who your company is and what you expect, once.
At the bottom of the chat you'll see what it is thinking with: a model tier on SaaS Cloud, or the engine you declared on BYOK. Leave it alone for now, Key concepts explains when to change it.
3. Give it a skill
Open Configure ‹employee› → Skills.
Out of the box your employee can hold a conversation. Skills are what let it do things: browse the web, run code, generate images, publish a page, query a database. Add the ones its job needs, and only those.
4. Let it work without you
This is the step that makes it an employee rather than a chat window.
Open Configure ‹employee› → Automation. The panel is called Task automation and starts empty, with a single + Add Task button. A task is a brief plus a schedule: every Monday at 9, summarise last week's support tickets and email me the result.
From then on it runs whether or not anyone opens the app.
What you have now
An employee with its own email address and phone number, a memory of your first conversation, the skills you granted it, and at least one job it does on a schedule.
Two things are already true that surprise people later:
- Team Isolated is switched on by default. Your employee works in its own space and does not see the other employees' files. That's why Team Shared does not appear in its sidebar yet.
- Credits are counted from the first message. The gauge at the bottom of the employee sidebar shows what's left for the month.