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Workforce AI Docs

AI employees

AI employees have a role, a name, working instructions, company knowledge, and access to the business accounts you connect.

Role and instructions

Section titled “Role and instructions”

Create and manage them under Employees in the dashboard. Give each employee a clear job. Use the instructions for preferences that should stay in place, such as the writing style, customer rules, or the fields every report must include.

Each employee also has an email address. The verified account owner can send or forward a message to that address and receive the answer by email.

Connected tools

Section titled “Connected tools”

Integrations let your employees find information and complete work in the systems your business already uses. Browse all integration guides.

Memory

Section titled “Memory”

Account memory carries useful context between conversations and jobs. It helps follow-up work continue after an earlier decision or result.

Schedules and triggers

Section titled “Schedules and triggers”

Schedules start a tested job at a chosen time. Gmail and Outlook can start an email-drafting job when a new message arrives.

Approvals

Section titled “Approvals”

When a connected action needs your decision, it appears under Tasks. Review what will happen, then approve or deny it.

Where you can work with them

Section titled “Where you can work with them”