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Hiring an AI Employee creates a new employee record in your workspace — a container for the identity, knowledge, and capabilities you configure on the following pages. It takes under a minute; everything is pre-filled with a sensible default, so you can refine it after.
A new AI Employee is inactive by default. It will not appear as an option inside automations until you set it live, which should only happen after testing in the Playground.

Open AI Employees

Go to AI Employees in the top navigation bar. Your employees list on the left; selecting one opens their card, and the workspace updates to show that employee’s name, role, avatar, and tabs.
AI Employees list
If you have no employees yet, you land in an empty state with a single Hire AI Employee button.

Fill out the hire form

Clicking Hire AI Employee opens a short form. Every field is pre-filled with a default, so you can accept it and refine later, or set it deliberately now.
Hire an AI Employee form
Click Hire to create the employee. You are redirected to Identity & guidelines to continue setup — see Identity setup for how Name, Gender, and Role are used there.

Plan limits

Your plan sets how many AI Employees you can hire, and what each one can hold. If you hit a limit, you are prompted to upgrade before continuing.
AI Employee limits by plan
Knowledge is measured by extracted text, not file size — see Keep knowledge accurate. Hitting the employee limit does not affect existing employees; it only blocks hiring another until you upgrade or retire one. Enterprise limits are set per account — contact sales if you are scaling past Ultra.

What’s next

Continue to Identity setup to define who the employee is, then write your guidelines before testing in the Playground.