Give the job a clear owner
Name the person who defines the result, reviews early work, and decides how the job should grow. The AI employee handles the work while the business owner sets the standard.
Connect the business context
Use the inboxes, calendars, documents, CRMs, and other systems that carry the job. Provider sign-in and workspace roles keep those connections manageable from the dashboard.
Use approvals for important actions
Workforce AI brings covered actions to an approval queue. The authorized person sees the proposal and chooses Approve or Deny. The decision is saved automatically.
Improve quality with real work
Use recent examples, give direct feedback, and turn the result into a repeatable instruction. Review names, dates, amounts, commitments, and customer-facing language during the first runs.
Keep the work visible
Conversations, meetings, approval decisions, and supported work history give the team a useful record of what happened and where to continue.
Respond quickly when something needs attention
Pause the affected job, correct the result, check the connected record, and contact support when the issue involves the account or service. Then update the instruction or workflow so the next run is better.
