Tutorial: Onboard Your First AI Employee in a Day

You don't need a big project to get value from an AI Employee. Here's how to launch your first one in a single day.

Step 1 — Pick one workflow

Choose a task that's repetitive, well-defined, and low-risk — order-status replies, FAQ answers, or triage. Resist the urge to automate everything at once.

Step 2 — Start in draft mode

Let the AI Employee propose responses while a human approves each one. You're building a track record before anything reaches a customer.

Step 3 — Add your knowledge

Point it at your policies, docs, and any live notices so its answers reflect your business, not generic defaults.

Step 4 — Go live on one lane

Graduate your highest-confidence category to auto-send. Keep everything else gated. Measure quality, then expand.

Step 5 — Review weekly

Check accuracy and customer sentiment. Promote lanes that earn it. That's it — you're running an AI Employee.