Hire a Worker
Choose a job, review what wakes the worker and who it escalates to, and hire it.
You hire a worker for a job. The job decides the worker's goal, its starting instructions, the events that wake it, and the kind of tools it can use. You review all of that before the worker starts.
Hire a worker
- Open AI Workers.
- Select Hire at the top of the page, find the job and select Hire on its card. Each job card shows what it owns, Wakes up when, and a For example. See The six jobs.
- Review the Name and What wakes it up. The defaults come from the job. Change them if your process is different. See What wakes a worker.
- Under If it gets stuck, choose who to Hand it to (you, by default) and After how many days (1, 2, 3, 5, 7, or 14). See Escalation.
- Read What it would do first. It shows what the worker would pick up right now and, where it can, a first draft for your approval.
- Select Hire followed by the worker's name.
A new worker asks you before it changes anything. It does not act on its own until you grant that for a specific action, and some actions can never be granted. See Earned autonomy.
What happens next
The worker starts listening for its events and schedules. As matching events happen, it opens cases and sends its proposals to you for approval. The worker opens on its own page. See Cases and Approvals.
Hiring does not open cases for things that already happened. An invoice that was overdue before you hired Collections, or an estimate accepted last week, does not wake the worker. Only new events do. Scheduled workers (Client updates, Monthly client report, Books tidy-up) pick up what is in your workspace the next time their schedule comes round. To hand the worker something that already exists, use the Ask an AI worker step in a workflow. See Add and configure actions.
Start with one worker, read its first few proposals closely, and edit them. Your edits teach it how you do things.
Your plan decides how many you can hire
Starter includes 1 worker, Pro 2, Business 3, and Scale has no limit. When you reach the limit, hiring shows a message like "Your Starter plan includes 1 AI worker. Archive one you no longer need, or upgrade to hire more." Archived workers do not count. See Plans and limits.
One worker per job
You can have one worker for each job at a time, because two workers on the same job would work the same cases twice. To change how a worker behaves, open it and edit its schedule, instructions, or memory. Archive a worker to hire that job again.
Need something the six jobs do not cover?
You can still create a custom worker from your own brief. It counts toward the same limit. See Create a custom worker.