Before you create one
Decide two things: which department it belongs to, and what it should handle. Start small — one AI employee with a clear job is easier to trust than five with vague ones.
Step by step
Open Employees and create a new employee of type AI. Choose its department and position, exactly like a human colleague.
Then set its boundaries: what it may do on its own — answer conversations, prepare quotes — and what always requires your approval first.
Save, and it appears inside your company structure like any other member of the team.
Watch the first days
Every action it takes lands in the log under its own name. Review what it did, tighten or widen its boundaries, and only give it more room when you are comfortable.
The AI employees topic explains exactly how far those boundaries go and what an AI employee can never do.