1
Onboarding
Meet your very first Teammate!
Give them a name and a personality
You’re gonna be chatting with your teammate a lot, so give them a personality that suits them (and that doesn’t make your eyes roll).
Then give them a job description
Your Teammates all have specific roles and custom abilities so that you can know exactly where to turn to get exactly what you need.
2
On The Job Training
Give them the tools they need
Unbounded skillset
Your Teammate should work the way you work. Not the other way around. Give them a Gmail account (for real!) so you can forward that new customer email. Or just hook them up with one of the thousands of tools that work instantly with our platform.
Full control
You don’t want your research analyst inventing fictional narratives, and you don’t need your customer success agent writing code. You’re in control of every ability and skill that your teammates should and shouldn’t have.
No walls, no silos
Whether it's CSVs, PDFs, or SQL databases, your Virtual Teammates can read, write, and transform data across various formats. No more manual data entry or format conversion headaches.
3
Getting to Work
It’s time for your Teammate’s very first task (swoon)
You set the goal, they figure out the “how”
Just tell your Teammate what you need done. They'll break down the problem, plan the steps, and get to work- freeing you to focus on the big picture and high-level objectives.
No matter how you hand it off, it gets done
Your teammates work on-demand, via schedules, or when something specific happens in your business. You can @-mention them in slack, shoot them an email, or tag them in a document. Or, tell them to do something every day at 5PM. Or, let them know that whenever you get a new sign up to your awesome newsletter you’d like your Teammate to do a task.
4
Problem Solving
Watch them adapt in real time
Recover from errors with grace
When issues arise, your Teammates don’t just stop - they troubleshoot and find workarounds. They’ll even ask each other for help! Say goodbye to tasks grinding to a halt over minor hiccups.
Learn from mistakes
Your teammates don’t just fix problems - they remember the solution for next time. They learn your needs, your company’s processes, and continuously adapt their playbook to be more impactful.
They know when to call for backup
For challenges beyond their scope, you Teammates flag the issue and bring in human expertise at the right moment. You get the best of both worlds: AI efficiency with human insight when it counts.
