Guide
Complete documentation for Sistava, the AI Workforce platform: every feature, every workflow, every concept.
Account
- Collaborate Across Workspaces — Bring people into the right workspace, give them the right operational access, and share only the specific resources that need to cross a workspace boundary.
- Export Your Data — Take your work with you. Download conversations, activity, tasks, and Drive files, in formats you can open anywhere.
- Share Feedback & Ideas — The feedback panel is where you submit bug reports, feature requests, improvements, and questions, vote on what other users have asked for, and join the community.
- Choose AI Models — The AI Model page lets you see every model available on the platform and set the model every employee in your workspace runs on.
- Manage Notifications — Notifications tell you when something in your workspace needs attention, so you do not have to watch every Employee constantly.
- Manage Your Workspaces — Use Organizations in Settings to manage the people and workspaces behind your AI workforce.
- Explore Your Settings — Settings is where you manage your subscription, your workspace, notifications, and how your AI employees think and connect to the outside world.
- Control Access & Share Resources — Resource Access controls who can open a supported Drive file or document, CRM contact, Content item, task, Project, Sprint, calendar meeting, or employee mailbox email. Sharing is one way to change th
Billing
- Understand Your Credits — Credits are the currency that pays for everything your AI employees do.
- Set Your Own Spending Limit — Rate Limits is where you set your own spending brake, and see every other limit that shapes what your workforce can do.
- Upgrade Your Plan — import { PUBLICPLANSUMMARIES, PUBLICPLANSUMMARYBYID } from '../../../../shared/constants/pricing';
- Top Up Credits Anytime — Credits are the currency that pays for everything your AI employees do.
- Track Your Usage — Credits are the currency that pays for everything your AI employees do.
Capabilities
- Control Your Browser — Your employees can navigate websites, fill forms, click buttons, and extract data using a real browser on your computer.
- Control Your Computer — Your employees can control your desktop. Move the mouse, type on the keyboard, manage files, and run terminal commands.
- Manage an E-commerce Store — E-commerce Management lets you give an existing employee Shopify context to review a connected store, research the market, and prepare a clear proposal before a live record changes.
- Generate Images — Your employees can create images from text descriptions. Logos, diagrams, social media graphics, illustrations, and more.
- Connect Thousands of Apps — Your employees can connect to the apps your team already uses, Gmail, Slack, Notion, HubSpot, and hundreds more, through secure OAuth.
- Add Tools via MCP — Your employees can connect to any external MCP server and use its tools. This lets you extend what your employees can do without waiting for a built-in integration. If a tool exists as a remote MCP s
- Join Live Meetings — Your employees can join Google Meet, Zoom, and Microsoft Teams calls as a participant. They listen, take a full transcript, answer when addressed by name, and deliver a summary after.
- Generate Videos — Your employees can create short videos from a text description. Social clips, ad concepts, product teasers, and animated moments.
- Scrape Any Website — Your employees can read the full content of any public webpage. Just give them a URL and they'll extract clean, readable text.
- Search the Web — Your employees can search the internet for real-time information. No setup required. It's built in and always available.
- Send Outbound Webhooks — Your employees can POST JSON to any external URL during work. This lets them notify external systems, trigger workflows, or push data to third-party services in real time, without any custom integrati
Channels
- Integrate via REST API — Your AI employees are accessible via a REST API. Any system that can make HTTP requests can send prompts and receive responses. No SDK needed, just curl or your favorite HTTP client.
- Invite Them via Calendar — Invite an employee to a meeting the same way you invite a coworker: add their address to the calendar event. No RSVP step on your side, when the meeting starts they join, listen, take notes, speak whe
- Reach Them on Discord — Discord is the planned community messaging channel for bringing an AI employee into servers and direct messages, connected the same way as Slack: by authorizing a bot through OAuth. It is not availabl
- Email Your Employees — Forward emails to your AI employees. They read the sender, subject, and body, then act on it using their full capabilities. Fire-and-forget: you get 202 Accepted immediately, the employee processes th
- Email a Ready-Made Address — Every employee you hire gets a real email address the moment they start. Send them an email, or CC them on a thread you already have going, and they read it, do the work, and the reply lands back in y
- Turn Channels On and Off — Every way an employee can be reached, in one place: see what's on, what's off, and what's coming, then flip a switch or just ask.
- Integrate via MCP — Your employees are MCP-compatible servers. Any tool that supports the Model Context Protocol can talk to your employees directly.
- Join a Live Meeting — Drop an employee into a call that is happening right now. Paste the meeting link, and the employee joins as a participant, listens, transcribes, answers when you address it, and writes a summary when
- Call Them by Phone — Phone Calls is the planned traditional voice channel for calling an AI employee from a phone number. It is separate from the current in-workspace voice experience and is not available to enable yet.
- Schedule Recurring Work — Routines automate recurring work. Set an interval and work instructions, and the employee repeats that work without you asking.
- Use the SDK — The SDK is a planned developer wrapper for calling employees from JavaScript, Python, and other supported runtimes. It would make common REST API operations easier while keeping authentication, tenant
- Reach Them on Slack — Bring your AI employee into the Slack workspace your team already lives in. Mention them, DM them, run /alice, or open the assistant container in the top bar. They reply in the same thread, remember e
- Text Them via SMS — SMS is a planned phone-text channel for reaching an AI employee without installing an app. It would use a connected number and return replies by text, with the employee's normal permissions and guardr
- Message on Microsoft Teams — Microsoft Teams is a planned messaging channel for bringing employees into Teams conversations, the Microsoft 365 equivalent of the Slack channel. It is not built yet.
- Reach Them on Telegram — Bring your AI employee into Telegram, the app on your phone you already check all day. Message the bot directly or add it to a group and mention it. It replies right there, with the same memory it has
- Talk on In-App Video — In-App Video is the planned way to have a live video conversation with an employee from inside the workspace. It has no working implementation today, only a placeholder entry in the channel list.
- Talk Using Voice — Voice is the planned in-workspace channel for talking to an employee out loud instead of typing. It is not available to enable yet.
- Chat in the Web App — The web app is the primary way to interact with your employees. Open the workspace, pick an employee or team, and start typing.
- Trigger via Webhooks — Notify your AI employees when something happens in your system. Fire-and-forget: you get 202 Accepted immediately, the employee processes the event in the background using their skills and tools.
- Message Them on WhatsApp — WhatsApp is the planned mobile messaging channel for talking with an AI employee. It will bring the same employee memory and guardrails to WhatsApp conversations, but it is not connected yet.
- Embed a Chat Widget — The Chat Widget is the planned way to put an employee on your public website. Visitors will be able to ask questions in a small embedded chat surface while the employee follows the skills, tools, and
Company
- View Company Dashboard — Your AI Company is your complete workforce, all teams and employees working together under one roof with a company-wide view.
- Control Information Boundaries — Your employee can use relevant organisation knowledge to do its work without treating every conversation as information everyone may repeat.
- Explore the Virtual Office — See your whole workforce in one living 3D space. Teams sit together in their own rooms, work at their desks, walk around, gather in the meeting room, and hang out in the lounge. Click anyone to chat w
- Partner With Sistava — Sistava offers three separate ways to partner: the Affiliate Program for promoting the platform, the Reseller Program for selling it to your own customers, and the Expert Directory for implementation
- Enforce Policies & Guardrails — Your Security Officer is the company-wide safety layer that checks every message going into and coming out of every employee, so prompt injection, leaked configuration, personal data, and off-limits s
Equip
- Set Duties They Always Follow — Duties are standing responsibilities that an employee upholds on every single interaction, no exceptions.
- Assign Skills They Master — Skills are detailed playbooks that teach an employee how to do a specific type of work, step by step.
- Connect Tools They Use — Tools give employees the ability to take action on real systems. Without tools, employees can only think and write. With tools, they can send emails, search the web, generate images, and connect to yo
- Train With Your Knowledge — Training lets you feed your company's existing knowledge into your employees so they can answer questions and make decisions based on your real data.
Getting Started
- About Sistava — Sistava is where you hire a team of AI employees, onboard them, and bring them in as an extension of your real team. They work together day to day and show up wherever the work happens, in chat, on em
- Learn at the Academy — The Sistava Academy is the free school for learning to work with AI employees, in plain English, no code.
- Join Our Community — Your hub for connecting with Sistava and other users: ask questions, request features, report bugs, get real-time help, and stay in the loop.
- Try the Free AI Tools — Free AI Tools are public, no-signup mini chats, each one a single named persona built for one specific job.
- Browse the Marketplace — The Marketplace is where you browse and hire AI employees. Search or filter for the right role, click "Hire," and start working.
- Quick Start in 5 Minutes — Get your first AI employee working in under 5 minutes.
- Find Anything in Your Workspace — Find workspace pages, people, work, files, and customer records without leaving the page you are on.
- Navigate Your Workspace — The Workspace is your daily hub for managing your AI workforce. It is the main screen you see after logging in.
Monitor
- Review Their Activity Log — Every time an employee does something, it gets recorded. The Activity tab is where you see all of it.
- Create & Edit Work Files — Your employee turns a request or source file in chat into real work you can download, share, and refine in Drive.
- Access Their Drive & Files — The Drive is your employee's file cabinet. Everything they produce, from written reports to generated images and daily work logs, is saved here for you to review, with a complete version history when
- Read Their Journal — Every employee keeps a daily journal, a running log of what it did, decided, and got stuck on. You never have to ask for it, and you never have to re-read the chat to know what happened.
- Understand Their Memory — Your AI employees remember past conversations across your whole workspace, so they get better the more your team works with them.
- Manage Their Status — Control when your employees work by managing their lifecycle state: keep them active, suspend them to pause work, or terminate them to move them to Alumni.
- Monitor Team Dashboards — Every team has a dashboard that shows what it is working on, who is doing it, what it shipped, and what it costs, all with real numbers.
Setup
- Hire a Team — Hire a pre-built team from the Marketplace so its members work together from day one. The team leader handles coordination so you talk to one person and the team does the rest.
- Hire Your Employee — Pick a role from the Marketplace and have your new AI employee working in minutes.
- Appoint Team Leaders — Every team has exactly one leader: the employee who coordinates the group, runs its heartbeat, and is the natural person to talk to first.
- Shape Their Persona — Each employee has an identity you set on their Profile tab, and a brain the whole workspace shares from one place. This article covers both: who the employee is, and how the AI behind every employee i
Work
- Approve Before They Act — Approvals let you stay in control of sensitive actions. Set the same control for every employee who can use a tool, then approve or reject the requests that reach you.
- Plan Work on the Calendar — One shared calendar for everything your company has planned: the work your employees will do, and the meetings they will attend for you.
- Chat With Your Employee — Chat is how you work with your employees. Send a message, watch them think, see them take actions, and get results in real time.
- Mention Teammates in Comments — Comments keep requests with the work they affect. Use @mentions to bring in the right person or ask an active employee to own the next step.
- Manage Customer Relationships — Keep customer work in Sistava's built-in CRM, or connect the CRM your team already uses.
- Schedule Recurring Work — Routines automate recurring work. Set an interval and work instructions, and the employee repeats that work without you asking.
- Run Sprints and Work Cycles — A sprint puts a goal and a window around your team's work, so a week means something instead of being an endless list of tasks.
- Create Tasks They Work On — Tasks are trackable units of work on a shared board where your AI employees and your human teammates sit side by side. Employees create tasks when they do real work, you create them to hand work out,