First-time user hiring their first AI employee
A guided setup walks you through naming, configuring, and deploying your AI agent. You go from zero to working in minutes.
Guided Onboarding
New hires go through a structured onboarding flow that teaches them your business, goals, and expectations before their first task.
When you hire a new AI employee, it does not start working blindly. It goes through a guided onboarding flow that teaches it about your company, your team, your goals, and its specific role. By the time onboarding completes, the employee understands the context it needs to deliver quality work from its very first task.
Onboarding covers five areas: company context (what you do, who your customers are), team goals (what the team is working toward this quarter), skill activation (which skills to enable and configure), tool connections (which apps to connect via OAuth), and a first-task warmup (a practice task to verify everything works). The entire flow takes minutes.
For teams, the leader onboards first and then guides each new team member through the process. This ensures the leader's understanding of company context flows down to every specialist. The result is a team that is aligned from day one, not a collection of individuals who each heard a different version of the goals.
Five Steps That Turn a New Hire Into a Productive Agent
Guided Onboarding walks every new AI employee through a structured five-step setup: company context, team goals, skill assignments, tool connections, and first task. By the end, the agent has everything it needs to start producing real work, not just answer questions.
Each step is interactive. You provide the inputs, the AI agent processes them into its working context, and the system confirms what was configured. No guessing whether your agent actually absorbed the company background or knows which tools it can use.
Context That Sticks Across Sessions
Onboarding is not a one-time tutorial. The context your agent receives during onboarding becomes its persistent foundation. Company mission, team structure, priorities, and preferences are stored and referenced every time the agent starts a new task or makes a decision.
When you update company goals or team structure, you update the agent's context and it carries forward. Autonomous agents that stay current with your organization, not frozen in the context they received on day one.
Repeatable Process for Scaling Your AI Workforce
Onboarding is designed to be repeatable. Hire a second AI employee for a different department and the same five steps apply. Shared context like company background is pre-filled. Department-specific goals and skills are added on top. New hires get up to speed in minutes, not days.
For teams using role templates, onboarding inherits the template's skill and tool assignments automatically. The manager just reviews, confirms, and assigns the first task. Scaling to a multi-agent workforce is a process, not a project.
Use Cases
Team lead bringing AI into their workflow for the first time
The onboarding flow surfaces the right options at the right time. No documentation needed, just follow the steps.
Manager setting up an AI agent for a non-technical colleague
The guided experience removes guesswork. Your colleague can configure and launch their own AI employee without training.
Founder validating an AI employee setup quickly
Onboarding keeps you moving fast. Each step builds on the last so you can test the agent before the session is over.
Comparison
| Before | After |
|---|---|
| Setting up an AI agent means reading docs and figuring out what goes where. | A guided flow walks you through every step in the right order. |
| First-time users get lost in settings and give up. | Onboarding surfaces only what matters, when it matters. |
| New team members need training before they can hire an AI agent. | The guided flow is self-explanatory, anyone can set up an agent. |
| It's unclear what a good agent setup looks like. | Onboarding builds the right foundation from the start. |
FAQ
What happens during each of the five onboarding steps?
Step 1 gives the agent company context. Step 2 sets team goals. Step 3 assigns skills. Step 4 connects tools. Step 5 assigns the first task. Each step is confirmed before moving forward so nothing is skipped or ambiguous.
Can I skip onboarding steps if I just want a quick setup?
You can complete onboarding at your own pace and return to earlier steps to update context. However, skipping steps means the agent starts without that context, which affects the quality of its early work.
Does onboarding need to be repeated if I hire a second AI employee?
No. Shared context like company background is reused. You only need to configure what is specific to the new employee: their role, goals, and tool assignments.
Can onboarding context be updated after the initial hire?
Yes. Company context, team goals, and skill assignments can all be updated after onboarding. Changes take effect immediately for that employee's next session.
How long does it take to get an AI employee up and running?
The guided onboarding walks you through five steps, from naming your employee to connecting tools, and most users complete it in under ten minutes. No technical setup is required.
I was expecting to spend an hour briefing the agent on our company. It already knew who we are, what we do, and what its job was before I typed a single message.