Getting Started
===============

Co-Workers live under **Coworkers** in the left sidebar. The list page shows a card for each Co-Worker in the workspace, with a **Create Coworker** (+) button to add a new one.

.. image:: ../images/coworker-list.png
   :alt: Coworkers list page with Co-Worker cards and the Create Coworker (+) button
   :align: center
   :width: 100%

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Roles and Permissions
----------------------

What you can do with a Co-Worker depends on your workspace role. If an action described in this section is unavailable to you, ask your workspace administrator to grant the relevant permission.

.. list-table::
   :header-rows: 1
   :widths: 18 82

   * - Permission
     - What it allows
   * - **View**
     - See the Coworkers area and open a Co-Worker. This is the prerequisite for every other permission.
   * - **Create**
     - Show the Create Coworker button and create a new Co-Worker.
   * - **Edit**
     - Save changes to an existing Co-Worker.
   * - **Delete**
     - Delete a Co-Worker.
   * - **Deploy**
     - Publish and deploy a version.

Quickstart: Your First Co-Worker
--------------------------------

The fastest path to a working Co-Worker:

#. Click **Create Coworker** (the + icon). On the **Hire a digital coworker** welcome screen, click **Let's get started**.
#. On **Basics & Identity**, enter the **Name**, **Tone**, **Job role**, **Foundation model**, and **Objective**, then save.
#. Add one **Channel** — for example NeoGPT for internal chat.
#. Add a **Skill** or two on the Skills tab.
#. Click **Publish**. The Co-Worker is versioned, compiled into an agentic flow, and deployed — its status becomes **Active**.
#. Open it in NeoGPT (or your channel) and send it a message.

For a guided, step-by-step first build, follow :doc:`Build Your First Co-Worker </3_getting_started/for_coworkers>`. For a complete, real-world example, see the :doc:`worked_example`.

The Creation Wizard
-------------------

Creating a Co-Worker opens a guided wizard with seven steps, shown as a progress bar:

   **Basics & Identity → Channels → Skills → Memory → Behaviour → Governance → KPIs & Output Details**

Only five fields are required to create the Co-Worker — **Name**, **Tone**, **Job role**, **Foundation model**, and **Objective**, all on the first step. Saving that first step creates the Co-Worker straight away — you do not need to finish the wizard — so you can leave and return at any time; every later step has a **Skip for now** link.

.. note::

   Co-Worker names must be unique within a workspace.

If you have permission to deploy, saving Basics also brings the Co-Worker online — its status becomes **Active** right away, with no separate Publish step. Otherwise it is saved as a **draft** until someone publishes it.

As you fill in the other tabs, **Publish** to apply your changes (see :doc:`publishing`). Two tabs need a published version first:

- A :doc:`Channel <channels>` or proactive routine can only be enabled after you have published at least once.
- The :doc:`KPIs & Output Details <kpis_output_details>` tab appears only after the first publish.

The Detail (Edit) Page
----------------------

Opening an existing Co-Worker shows the same areas as **tabs across the top**. The **Basics** tab is always available; the others enable once the record exists. Publishing controls — the version history and the **Publish** button — sit at the top right.

.. image:: ../images/coworker-detail.png
   :alt: Co-Worker detail page — the tab bar and the publish controls
   :align: center
   :width: 100%

From here you can revisit any tab, make changes, and republish. The pages that follow walk through each tab in turn, beginning with :doc:`basics_identity`.