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Tutorial: scope and ship your first AI employee

2026-04-30 · 10 min read

Start by creating a workspace and inviting one teammate. Roles matter later; for now, owner and member are enough.

Next, add knowledge. Upload your ten most-used help articles rather than your entire documentation site. Small, high-quality corpora outperform large messy ones in a first deployment, every time.

Create an employee from the Support template. Rewrite the instructions in your own voice, and be specific about what it must not do — pricing negotiations, refunds above a threshold, anything legal.

Test in the playground with fifteen real questions taken from last week's inbox. Note every wrong answer and fix it by improving the source document, not by patching the prompt.

Finally, deploy to a single channel in supervised mode and read the first fifty conversations yourself. That hour of reading transcripts is worth more than a week of configuration.

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