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.

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.

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:

1. Click Create Coworker (the + icon). On the Hire a digital coworker welcome screen, click Let’s get started.

2. On Basics & Identity, enter the Name, Tone, Job role, Foundation model, and Objective, then save.

3. Add one Channel — for example NeoGPT for internal chat.

4. Add a Skill or two on the Skills tab.

5. Click Publish. The Co-Worker is versioned, compiled into an agentic flow, and deployed — its status becomes Active.

6. Open it in NeoGPT (or your channel) and send it a message.

For a guided, step-by-step first build, follow Build Your First Co-Worker. For a complete, real-world example, see the Build a Co-Worker: An IT Helpdesk Assistant.

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 Publishing and Versioning). Two tabs need a published version first:

• A Channel or proactive routine can only be enabled after you have published at least once.

• The 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.

From here you can revisit any tab, make changes, and republish. The pages that follow walk through each tab in turn, beginning with Basics & Identity.