Bring a real question and the knowledge to answer it. Prepare one employee, try the conversation and choose where it should work.
Workflow
Start with one employee for the job you need: sales, support, onboarding, training, phone, content, or operations.
Open Employees → Hire employee. Describe the role, review the proposed persona and instructions, and choose only the tools it needs.Add source material in the employee’s Knowledge tab, then compare test answers with the original facts.
Use the source options shown in the form. A completed preparation status is a useful checkpoint; check dates, names, figures, and unsupported questions in Chat.Use Library to review Characters & backgrounds and Voices, then select your presentation options in Chat or deployment setup.
Character catalogs use Hero and Basic tabs. Chat includes character and voice choices; voice input requires microphone permission and a working connection.Review Library → Connected tools or add a Custom MCP server for an approved workflow.
Choose the connection’s required authentication and scope. Test the requested action and its result in the destination system before relying on it.Open Deploy to configure Web & embeds, Phone numbers, Meetings, Slack, or WhatsApp as appropriate.
Review the selected channel’s employee, access, presentation, and form settings. Check the finished experience in its intended destination before sharing it.Use Insights to review Usage, Conversations, Leads, Quizzes, and Calls for the employee and period you select.
Check whether the view is empty or sampled, read individual records where available, and improve instructions and sources based on actual results.Inside the workspace
Browse Templates, Custom and Local knowledge before reviewing the employee’s fields.
Start the private test with the intended employee, source and response settings.
Prepare a destination and verify its actual visitor or team journey before expanding.
Enterprise rollout
Define the approved knowledge, permitted tools, human handoff, review owners, and success measure before the first live deployment. Start contained, review the work, then expand the role or channels.
Start small enough to check. Expand when you understand what is working.
Define the result, add approved sources and choose the tools the role needs. Make instructions specific enough to test.
Build your first employee