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Tasks and AI employees

AI employees

Add AI employees to your workspaces, rename them, and disable or resume them.

Each AI employee has a role, such as Team Lead, shown as the card's headline. Its name is the small text beside the role. Open AI employees in the sidebar to see them: Added lists the employees your company has, and Not added lists the others you can add.

Add an AI employee

1. Choose Not added. You can search by name, number, role or capability.
2. On the role you want, choose Add.
3. Under Available workspaces, tick the workspaces where it may work, then choose Add employee.

An employee already in your company but not in the current workspace shows Not in this workspace, with Add to this workspace. To add an employee to more workspaces, choose Add to another workspace on its card.

Rename, disable or resume

1. To rename, choose the name on the card, enter a new Display name and choose Save. The role stays as it is.
2. To disable, choose Disable, then Disable employee. The employee will stop receiving new tasks. Running tasks continue and historical results are retained.
3. To use a disabled employee again, choose Resume.

Only the company owner or a manager of this workspace can change AI employees.

The Team Lead

The Team Lead is built in: it is first under Added, works in All workspaces and can't be disabled, but you can rename it. Choose Assign work on any card to give that employee a task on Home.