Creating Workers
Workers are AI agents that perform specific business functions. Learn how to create, configure, and optimize them.
What is a Worker?
A worker is an AI agent assigned to your organization that processes tasks, generates proposals, and executes approved actions. Each worker has:
- A Role: Defines the worker's capabilities, allowed tools, and safety rules
- Autonomy Level: How independently the worker can act
- Instructions: Custom guidance for how the worker should behave
- Integration Access: Which connected services the worker can use
Worker Configuration Options
Name and Description
Give your worker a descriptive name that helps identify its purpose (e.g., "Support Inbox Handler"). The description provides context about what this worker does.
Persona
The persona defines the worker's communication style. This affects how the worker drafts responses and interacts with external parties.
Custom Instructions
Provide specific guidance for your worker. These instructions are included in every task the worker processes.
Writing Good Instructions
- Be specific about expected behavior
- Include examples when possible
- Mention any restrictions or prohibited actions
- Reference your organization's tone and style guidelines
Autonomy Levels
The autonomy level determines how much independence your worker has when processing tasks.
Draft Only
Worker creates drafts but never sends anything. You must manually review and send all responses. Best for learning how the worker behaves.
Approval RequiredRecommended
Worker generates proposals that appear in your inbox for approval. You can approve, edit, or reject each proposal before execution.
Auto-Execute
Worker automatically executes approved actions within configured safety limits. Best for trusted, routine tasks. Only available on the Business plan.
Role Autonomy Ceilings
Available Roles
Each role comes with predefined capabilities, safety rules, and allowed integrations. Choose a role that matches your worker's intended function.
Operations Assistant
Operations Assistant handles inbound emails and route to appropriate teams
Customer Support Agent
Customer Support Agent handles customer inquiries across email, chat, and in-app channels
Sales Development Representative
Sales Development Representative handles qualify inbound leads and prospects against the ideal customer profile (icp)
Research Analyst
Research Analyst handles conduct market and competitive research with clear sizing and cited sources
General Purpose Assistant
General Purpose Assistant handles handle miscellaneous tasks as assigned
HR / Recruiting Assistant
HR / Recruiting Assistant handles draft job postings and requisition descriptions