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 two steps and it is the only moment where you describe a person rather than a task.
Step 1 of 2: Profile
First Name, Last Name, Age, Gender, Main Language and Position 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.
Position is what shapes the employee. Write it the way you would write a job title: Customer Support Manager, DevOps Engineer, Admin / Assistant.
What they'll handle is optional, and it is where the minute is well spent. Describe the job in plain sentences, limits included:
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.
That text becomes the employee's standing instructions. Leave it empty and it works from its job title alone.
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, and it takes a few seconds.
Step 2 of 2: Photo
Physical description arrives pre-filled from the profile that was just generated, and you can rewrite it. 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.
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.