Saga Sprint is a business operating platform. It brings operations, workflows, data, teams, automation, and AI Employees together in one workspace. Built in Casablanca.

Is Saga Sprint a staffing marketplace?

No. Saga Sprint is not a staffing marketplace, a virtual-assistant agency, or another product named Saga. AI Employees work inside the SagaSprint platform. They are not contractors you hire onto someone else's software.

What does Saga Sprint cost?

Platform from 1,990 MAD/month (Launch). Paid implementation from 9,900 MAD once. Capacity is pooled Work Credits, storage, email, and seats. There are no per-employee prices.

Does it replace HubSpot?

No. Saga Sprint is its own workspace. HubSpot is an optional one-way contact push when you connect a Private App token. It does not control HubSpot pipelines or run inside HubSpot screens.

Which tools connect today?

Connected today: WhatsApp, Telegram, Email/Gmail, Google Calendar, Google Sheets, and Google Drive. Slack is incoming webhook notifications plus an optional module bot. Zapier and Make consume outgoing signed webhooks. They are not native apps.

Can I create my own AI Employee?

Yes, inside your workspace. You describe one job, choose what it can read and prepare, and publish it for that workspace. Custom employees stay private, work on request, and still need approval for business changes. They are not a public certified hire and have no per-employee price.

How-to guide

Workspace

1. Workspace home

See what needs you today, customize your desk, and change how the workspace looks.

Open Workspace home

Click Workspace in the shortcut bar at the top of the left sidebar, or open Home from the main sidebar.

Do this, in order

1Click Workspace in the shortcut bar to land on your home overview.
2Scan Workspace overview stats to see money, pipeline, people, and overdue counts.
3Click any row under Needs attention, then click its action button (for example Collect or Review).
4On My Workspace, click Customize, choose up to eight cards, click Save workspace, and close the dialog.
5To change the workspace name, logo, language, or currency, open Settings, then General.
6Click Ask Saga AI when you want help in plain language instead of hunting through apps.

Finish setup from home

1Click Finish workspace setup on the banner.
2Follow the setup wizard, or use the checklist links inside Settings.

Jump to an app from the sidebar

1Open a Business area in the left sidebar (Revenue, Operations, People, Finance, or Customer care).
2Click the app name (Sales, Finance, HR, and so on) to open its dashboard.

On this screen

Good morning, / Good afternoon, / Good evening,: Personal greeting with your name at the top of the page.
What needs you today, and where the business stands.: Subtitle explaining the page purpose when no custom focus line is set.
Ask Saga AI: Opens the Saga AI chat assistant.
Add app: Opens Settings to turn on more apps for your workspace (owners and admins only).
Open pipeline / New invoice / Open tasks / Add person: Quick action buttons that jump straight into common tasks (which ones appear depends on your enabled apps).
Finish workspace setup: Banner showing setup progress as a percentage; click to continue guided setup.
Optimize workspace / Not now: Optional banner after onboarding to refine your workspace, or dismiss it for later.
Workspace overview: Top stat strip with numbers like Cash on books, Open pipeline, People, Overdue, and similar KPIs. Higher overdue or unpaid numbers mean more follow-up work; higher cash or pipeline can mean stronger position.
Needs attention: Left column listing urgent items across apps (overdue invoices, stale deals, time-off to review, and more). The badge shows how many items are waiting.
Overdue / Due / Waiting / Review / Low stock: Status chips on each attention row. Red-style labels usually mean act now; amber means review soon.
Collect / Follow up / Review / Open tasks / Check stock: Action button on each attention row that opens the right app screen.
My Workspace: Your personal desk of up to eight cards you can rearrange.
Customize: Opens the dialog to pick which cards appear on your desk.
Live: Shows the desk is using your saved layout.
My tasks / My calendar / Notifications / Recent activity / My pipeline / Follow-ups / Projects / Team tasks / Attendance / Leave requests / Invoices / Payments / Expenses / Saga brief / Workspace pulse / Stock / Today's sales / Campaigns / Today's appointments / Recent files / Recent sheets / Lead lists: Optional desk cards. Each shows a short list or stat from that area; click View all on a card to open the full app view.
My work: Right column (on wide screens) with tasks and calendar items assigned to you, with Due today, Overdue, or Urgent labels.
Make this space yours.: Empty desk message when no cards are chosen yet.
Customize workspace: Button in the empty desk state to open the picker.

2. Inbox

Work Needs you first, then open Mail folders.

Open Inbox

Workspace → Inbox

Do this, in order

1Open Workspace → Inbox.
2Stay on Needs you and work the top item.
3Switch to Mail to read folders.
4Connect Google in Settings → Connections if folders are empty.

On this screen

Needs you: The decision queue. Start here.
Mail: Connected email folders after Google is linked.
Compose: Start a new message.

3. Schedule

See meetings, due dates, and approved work on one calendar.

Open Schedule

Click Schedule in the shortcut bar at the top of the left sidebar.

Do this, in order

1Click Schedule in the shortcut bar.
2If you see Connect Google Calendar, click it and finish sign-in.
3Click Month, Week, Day, or Agenda to pick how you want to browse.
4Use Previous and Next (or Today) to move to the dates you care about.
5Click an empty time slot or New event, fill Title and times, then click Save.

Focus on tasks due this week

1Open Sources and turn off Calendar if you only want internal dates.
2Keep Tasks and Invoices on.
3Switch to Week view and scan colored blocks for due work.

On this screen

Schedule: Page title for your unified calendar.
Meetings, due dates, and work waiting for approval.: Subtitle describing what appears here.
Connect Google Calendar: Shown when no calendar is linked; starts Google connection.
New event: Create a calendar meeting (after Google Calendar is connected).
Today: Jump the calendar view to today.
Previous / Next: Move backward or forward in the current view.
Month / Week / Day / Agenda: View switcher. Month shows the full month grid; Agenda lists upcoming items as a list.
Sources: Filter which kinds of events show: Calendar, Tasks, Invoices, Approvals.
Calendar / Tasks / Invoices / Approvals: Source toggles. Turn off a source to hide that color of events.
Nothing scheduled in this range.: Empty message when the visible dates have no items.
Join meeting / Open in Google / Open task / Open invoice / Review in Inbox: Actions on an event detail panel.
Edit / Delete: Change or remove a Google calendar event you own.
All day / Starts / Ends / Title / Location / Guests / Description: Fields when creating or editing an event.
Save: Save a new or edited calendar event.

4. Saga AI

Chat with Saga AI and specialized AI employees to get answers and reviewed actions.

Open Saga AI

Click Saga AI in the shortcut bar at the top of the left sidebar.

Do this, in order

1Click Saga AI in the shortcut bar.
2Click New chat or pick an existing conversation.
3Optionally click Talk to and choose an AI employee.
4Type a question in Ask anything… and click Send.
5If Needs you appears, read the proposal and click Confirm or Cancel.

Send a file question

1Click Attach image, PDF, audio, or CSV.
2Choose your file, add a short instruction, and click Send.

On this screen

New chat: Start a fresh conversation.
Talk to: Picker for Chief of Staff (Saga) or a specific AI employee.
Chief of Staff / Saga, AI Chief of Staff: Default assistant that coordinates across your enabled apps.
Today / Yesterday / Previous 7 days / Older / Archived: Sections grouping past conversations in the sidebar.
How can I assist you?: Empty chat greeting with suggested prompts.
Ask anything…: Message box at the bottom of the chat.
Send: Submit your message.
Attach image, PDF, audio, or CSV: Add a file to your message.
Record voice note: Speak a message instead of typing.
Dry run: When on, the assistant plans actions without applying changes.
Grounded on your enabled apps.: Reminder that answers use data from apps you can access.
Needs you / Confirmation needed: Banner when the assistant waits for you to approve or reject a step.
Confirm / Cancel / Reject / Dismiss: Answer a pending proposal before it runs.
Action history: Link to past AI actions taken in your workspace.
AI settings: Opens Settings → AI Assistant.
Rename / Archive / Delete: Conversation menu actions in the sidebar.
Hire an AI employee: Shortcut toward the workforce hire flow (does not complete hire by itself).

5. AI Workforce

See hired employees, pause them, or hire a certified role.

Open AI Workforce

Workspace → AI Workforce

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire to pick a certified employee.
3Click a card to turn capabilities and channels on or off.
4Open that employee's guide page to see what to turn on first.

On this screen

Hire: Opens the certified roster and custom builder.
Cards: Each hired employee. Click to set capabilities and channels.
Pause: Stops that employee without deleting them.

6. Hire AI employee

Pick a certified role or the custom path, then connect channels and go live.

Open Hire AI employee

Workspace → AI Workforce → Hire

Do this, in order

1Click Hire.
2Pick a certified employee, or choose custom.
3Connect only the channels they should use.
4Confirm the policy and go live.

On this screen

Certified roster: Ready roles such as Sales and Clinic Receptionist.
Custom: Describe a role and test it before hire.
Channels / policy: Where they may talk, and the rules you accept.

7. Notifications

Review everything important that happened in your workspace since you last visited.

Open Notifications

Click the bell icon in the top bar, or open Notifications from Settings → Profile.

Do this, in order

1Click the bell in the top bar.
2Read the subtitle for how many are new.
3Click a row title or its Open button to jump to the related record.
4Use secondary buttons on a row when a second destination is offered.

Mark everything read from Profile

1Click Settings in the sidebar, then Profile under You.
2Click Mark all as read under Notifications.
3Click Open inbox if you prefer to handle mail-style alerts there.

On this screen

Notifications: Page title.
new since your last visit.: Subtitle when unread items exist.
You are all caught up.: Subtitle when nothing new arrived.
What happened: Column with event title and detail.
When: Column with how long ago the event occurred.
Open: Column with primary action buttons per row.
New: Badge on unread rows.
No notifications yet.: Empty state when history is blank.
You will see payments, new contacts, time-off requests, and other important workspace events here.: Hint under the empty state.

8. Onboarding

Tell Saga about your business so it can suggest apps and a first priority.

Open Onboarding

You may land here automatically on first sign-in, or click Optimize workspace from the home banner.

Do this, in order

1Answer Saga's questions in the chat box and press Enter to send.
2Read Proposed plan and Your first priority when they appear.
3Click Enable and continue to accept suggested apps, or Continue without enabling.
4On You're all set, click the main open button for your industry.
5Click Skip for now anytime if you want the normal workspace home instead.

On this screen

Saga assistant: Chat-style onboarding that learns how you work.
Learn how you work, then propose a plan: Subtitle under the assistant header.
Skip for now: Leave onboarding and go to the workspace.
Understanding your business: Loading state while Saga thinks.
Proposed plan: Suggested apps and setup steps after the conversation.
Your first priority: Recommended starting focus for your industry.
Turn these on?: Confirmation before enabling suggested apps.
Enable and continue: Turn on suggested capabilities and proceed.
Continue without enabling: Skip suggested apps and still finish onboarding.
You're all set / Workspace ready: Completion screen.
Open your workspace / Start Lead Engine / Open candidate pipeline / Open stock alerts / Open clinic dashboard / Open HR dashboard / Open retail dashboard: Industry-specific button to open your first dashboard.
Start over: Restart the onboarding conversation.

9. Help

Find quick answers and contact details when you are stuck.

Open Help

Open Help from the workspace footer.

Do this, in order

1Open Help & support.
2Under Get started fast, click the card that matches your question.
3Expand a FAQ item to read the full answer.
4Under Contact us, use the support email for product help or billing email for plan questions.

On this screen

Help & support: Page title.
Quick answers, where to look, and how to reach us when you need a hand.: Page subtitle.
Get started fast: Section with shortcut cards.
Workspace setup: Card linking to guided setup.
Billing & plan: Card linking to billing.
Notifications: Card linking to notification preferences.
Send feedback: Card linking to the feedback form.
Frequently asked: Expandable FAQ list about apps, campaigns, email connect, and teammates.
Contact us: Support and billing email addresses.

10. Me

Your personal HR home: clock in, see balances, and spot what needs your attention.

Open Me

Click Me in the shortcut bar (shown when your account is linked to an employee record).

Do this, in order

1Click Me in the shortcut bar.
2Click Clock in when you start work, or Clock out when you finish.
3Review the four stat cards for leave, hours, requests, and next shift.
4Click any row under Needs attention to open the right Me page.

Respond to end-of-shift prompt

1When Your shift has ended appears, click Clock out now to leave.
2Or click Stay clocked in and choose whether overtime should count.

On this screen

Good morning / Good afternoon / Good evening: Greeting above your name.
Clock in / Clock out: Start or end your work day.
Clocked in / Not clocked in yet: Today's attendance status.
Leave: Stat card with total remaining leave days. Higher means more time available.
This week: Hours logged this week on your time card.
Open requests: Count of pending leave and paperwork requests waiting on you or HR.
Next shift: Upcoming scheduled shift time, or None if nothing is planned.
Needs attention: Strip listing leave, profile, paperwork, or onboarding items to finish.

11. My profile

Update contact details and request changes to sensitive HR fields.

Open My profile

Click Me in the shortcut bar, then click Profile in the Me sidebar.

Do this, in order

1Click Me, then Profile.
2Click a field you can edit, type the new value, and click Save.
3For locked fields, click Request change, enter the new value and note, then click Submit request.
4Click Upload a picture to add or replace your photo.

On this screen

Your profile: Page title.
Update contact details yourself. Legal, bank, and job details need a request.: Guidance at the top.
Upload a picture / Change picture: Set your profile photo.
First name / Last name / Email / Phone / Emergency contact: Fields you can usually edit directly under You.
Job title / Position / Hire date / Salary / Bank / IBAN / National ID: HR fields that may show Request change instead of direct edit.
Save: Save fields you are allowed to edit yourself.
Request change: Ask HR to update a protected field.
Submit request: Send the change request with optional note.

Open My profile

12. People directory

Find coworkers, see the org chart, and check who is out.

Open People directory

Click Me in the shortcut bar, then click People in the Me sidebar.

Do this, in order

1Click Me, then People.
2Click Directory to browse colleagues, or Org for the chart.
3Type a name in Search people to narrow the list.
4Click Who is out to see who is on leave today.

On this screen

People: Page title.
Directory / Org / Who is out: Tabs for list, org chart, and absence calendar.
Search people: Find someone by name.
Your manager: Card linking to your manager's profile.
Nobody is out right now.: Message on Who is out when everyone is available.

13. My documents

Upload personal files and request official paperwork from HR.

Open My documents

Click Me in the shortcut bar, then click Documents in the Me sidebar.

Do this, in order

1Click Me, then Documents.
2Click Upload to add a file from your computer.
3Click Request paperwork, choose a type, add details, and submit.
4Open the Requests section to track status.

On this screen

Documents: Page title.
Your files and paperwork requests.: Subtitle.
Upload: Add a personal document.
Request paperwork: Ask HR for a certificate or letter.
Work certificate / Employment letter: Common paperwork types you can request.
Files / Requests: Sections listing uploads versus open paperwork tickets.
No files yet. / No requests yet.: Empty states.

14. My leave

Check leave balances and submit or cancel time-off requests.

Open My leave

Click Me in the shortcut bar, then click Leave in the Me sidebar.

Do this, in order

1Click Me, then Leave.
2Review Balances for days remaining.
3Click Request leave, choose Type and dates, and submit.
4To undo a pending request, click Cancel on that row.

On this screen

Leave: Page title.
Balances: Remaining days per leave type. More days left means more time you can book.
Requests: Your submitted leave applications and their status.
Request leave: Open the form for new time off.
Type / Start / End: Leave form fields (Annual, Sick, Unpaid, Other).
Cancel: Withdraw a pending request you no longer need.
No leave requests.: Empty requests list.

15. My pay

Download payslips and ask HR to fix a pay issue.

Open My pay

Click Me in the shortcut bar, then click Pay in the Me sidebar.

Do this, in order

1Click Me, then Pay.
2Click Download on the payslip you need.
3If amounts look wrong, click Request correction, describe the issue, and submit.

On this screen

Pay: Page title.
Your payslips. Ask for a correction if something looks wrong.: Subtitle.
Latest payslip: Most recent pay document.
Earlier payslips: Historical payslips.
Download: Save a payslip PDF.
Request correction: Tell HR what looks wrong on a slip.
What should be corrected?: Text box explaining the issue.
No payslips yet.: Empty state before payroll runs.

16. My time

Review hours worked, today's attendance, and upcoming shifts.

Open My time

Click Me in the shortcut bar, then click Time in the Me sidebar.

Do this, in order

1Click Me, then Time.
2Review Today and This week totals.
3Scroll Upcoming shifts to plan ahead.
4Use Clock in or Clock out on the Me home page to change today's attendance.

On this screen

Time: Page title.
Today, this week, and upcoming shifts.: Subtitle.
Today: Section for current day clock times.
This week: Total hours for the week.
Upcoming shifts: List of scheduled shifts ahead.
No upcoming shifts.: Empty shift list.

17. Setup hub

Complete first-time workspace configuration in guided steps.

Open Setup hub

Click Finish workspace setup on the home page, or open Workspace setup from Help.

Do this, in order

1Click Finish workspace setup from the home banner.
2Click Get started on Welcome.
3Pick an industry preset or Custom, then continue through Apps and Team.
4On Connect, link the tools you use, then reach All set.
5Click the offered links to open your first app dashboards.

On this screen

Welcome / Industry / Apps / Team / Connect / All set: Step indicators across the top of the wizard.
Let's set up your workspace: Welcome screen title.
Get started: Begin the wizard.
Industry presets (Clinic, Retail, Sales, Recruitment, Custom): Pick a starting package for your business type.
Apps step: Turn recommended apps on or off.
Team step: Invite teammates during setup.
Connect step: Link Google, email, or other tools.
All set: Final confirmation with links into your apps.
Finish setting up: Checklist strip elsewhere with links like Add your company profile, Turn on the apps you need, Connect email sending.
Setup progress: Percent complete for remaining checklist items.

18. Inbox: Needs you

Work the queue of mail, chats, and items that need a decision, one item at a time.

Open Inbox: Needs you

Workspace → Inbox (Needs you is the default).

Do this, in order

1Open Workspace → Inbox.
2Stay on Needs you.
3Click the first row.
4Read the work pane and the context rail.
5Reply, complete, snooze, or ask an AI employee for a draft. You confirm before anything is sent if Confirm all changes is on.
6The next row becomes the new top item.

On this screen

Needs you: The queue. A badge is how many are waiting.
Work pane: The selected item: message, proposal, or task.
Context rail: Related contact, deal, or record.
Do / later / assign to AI: Finish it, snooze it, or hand a draft to an AI employee.

19. Inbox mail

Read connected email folders in the same inbox.

Open Inbox mail

Workspace → Inbox → Mail (or Inbox, then the mail folder list).

Do this, in order

1Connect Google in Settings → Connections if mail is empty.
2Open Workspace → Inbox → Mail.
3Pick a folder, then a thread.
4Reply from the work pane.

On this screen

Folders: Inbox, sent, and other Gmail or Outlook folders after you connect Google.
Thread: The conversation you selected.

20. AI employee settings

Turn capabilities and channels on or off for one hired employee, or pause them.

Open AI employee settings

Workspace → AI Workforce → click the employee card.

Do this, in order

1Open the employee from AI Workforce.
2Turn off any capability you do not want.
3Connect only the channels they should use.
4Pause if you need silence. Resume when ready.

On this screen

Capabilities: Each toggle is a job they may run.
Channels: Where they are allowed to talk.
Pause: Stops them without deleting the hire.

21. Hire a certified AI employee

Pick a ready role, connect channels, accept the policy, and go live.

Open Hire a certified AI employee

Workspace → AI Workforce → Hire.

Do this, in order

1Open Workspace → AI Workforce → Hire.
2Pick a certified employee.
3Turn on the apps they need if Apps settings asks.
4Connect the channels on the next step.
5Read the policy and confirm.
6Go live, then try the first outcome listed on their card.

On this screen

Choose: The certified roster (Sales, Clinic Receptionist, and others).
Connect channels: Email, WhatsApp, Telegram if that role needs them.
Confirm policy: You accept how they will act. Use Confirm all changes in AI settings if you want a yes on every write.
Go live: Creates the deployment.

22. Build a custom AI employee

Describe a role, pick capabilities, test in a sandbox, then hire.

Open Build a custom AI employee

Workspace → AI Workforce → Hire → custom path.

Do this, in order

1Open Hire and choose the custom path.
2Describe the job.
3Pick capabilities.
4Test in the sandbox.
5Hire only when the test looks right.

On this screen

Describe: What this employee is for, in everyday words.
Capabilities: Which apps and actions they may use.
Sandbox: A test chat that does not write live records until you hire.

23. AI Sales Employee

Follows up leads, updates the pipeline, and prepares the next sales action.

Open AI Sales Employee

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Sales Employee, or open the existing card.
3Turn on Sales, then connect email and WhatsApp if you want it to write to customers.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Open Workforce, hire Sales, finish channel setup, then Activate lead follow-up.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Follows up leads, updates the pipeline, and prepares the next sales action.
What to turn on: Turn on Sales, then connect email and WhatsApp if you want it to write to customers.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

24. AI Marketing Coordinator

Creates campaigns, audiences, sequences, and tracked messages when you ask.

Open AI Marketing Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Marketing Coordinator, or open the existing card.
3Turn on Marketing. Email is required. WhatsApp is optional.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Marketing Coordinator, connect email, then create a campaign.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates campaigns, audiences, sequences, and tracked messages when you ask.
What to turn on: Turn on Marketing. Email is required. WhatsApp is optional.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

25. AI Finance Clerk

Records transactions, prepares invoices, and keeps finance work organized when you ask.

Open AI Finance Clerk

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Finance Clerk, or open the existing card.
3Turn on Finance and Documents. Email is recommended for sending invoices.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Finance Clerk, then create an invoice in Finance.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Records transactions, prepares invoices, and keeps finance work organized when you ask.
What to turn on: Turn on Finance and Documents. Email is recommended for sending invoices.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

26. AI Project Coordinator

Creates projects and updates tasks, milestones, time, and delivery status when you ask.

Open AI Project Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Project Coordinator, or open the existing card.
3Turn on Projects.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Project Coordinator, then create a project from the template wizard.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates projects and updates tasks, milestones, time, and delivery status when you ask.
What to turn on: Turn on Projects.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

27. AI People Operations Coordinator

Handles employee records, attendance, leave, and people requests.

Open AI People Operations Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI People Operations Coordinator, or open the existing card.
3Turn on HR.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire People Operations, then open HR employees or leave.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Handles employee records, attendance, leave, and people requests.
What to turn on: Turn on HR.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

28. AI Clinic Receptionist

Handles booking, reminders, intake, and waiting-room coordination. It does not give medical advice.

Open AI Clinic Receptionist

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Clinic Receptionist, or open the existing card.
3Turn on Clinic. Connect WhatsApp or email if you want patient reminders.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Clinic Receptionist, finish Clinic booking settings, then open Waiting room.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Handles booking, reminders, intake, and waiting-room coordination. It does not give medical advice.
What to turn on: Turn on Clinic. Connect WhatsApp or email if you want patient reminders.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

29. AI Recruiter

Manages jobs, candidates, applications, and interview coordination when you ask.

Open AI Recruiter

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Recruiter, or open the existing card.
3Turn on Recruitment.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Recruiter, then add a job and a candidate.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Manages jobs, candidates, applications, and interview coordination when you ask.
What to turn on: Turn on Recruitment.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

30. AI Store Operator

Handles products, customers, sales, and daily store work when you ask.

Open AI Store Operator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Store Operator, or open the existing card.
3Turn on Retail.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Store Operator, then open the register.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Handles products, customers, sales, and daily store work when you ask.
What to turn on: Turn on Retail.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

31. AI Inventory Controller

Creates categories and products, checks stock, and records warehouse adjustments when you ask.

Open AI Inventory Controller

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Inventory Controller, or open the existing card.
3Turn on Inventory.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Inventory Controller, then add a product or a movement.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates categories and products, checks stock, and records warehouse adjustments when you ask.
What to turn on: Turn on Inventory.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

32. AI Document Coordinator

Creates templates and generates business documents from approved data.

Open AI Document Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Document Coordinator, or open the existing card.
3Turn on Documents.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Document Coordinator, then open Templates.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates templates and generates business documents from approved data.
What to turn on: Turn on Documents.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

33. AI Business Developer

Finds and verifies public leads, then you approve import into Sales.

Open AI Business Developer

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Business Developer, or open the existing card.
3Turn on Lead Intelligence and Sales.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Business Developer, then run Find Leads.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Finds and verifies public leads, then you approve import into Sales.
What to turn on: Turn on Lead Intelligence and Sales.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

34. AI Reporting Analyst

Builds workbooks, formulas, and operational reports when you ask.

Open AI Reporting Analyst

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Reporting Analyst, or open the existing card.
3Turn on Sheets.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Reporting Analyst, then open Workbooks.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Builds workbooks, formulas, and operational reports when you ask.
What to turn on: Turn on Sheets.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

35. AI Administrative Assistant

Sorts workspace mail and prepares reply drafts you review before send.

Open AI Administrative Assistant

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Administrative Assistant, or open the existing card.
3Connect email in Connections. Keep Confirm all changes on if you want to approve sends.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Administrative Assistant, connect Google, then open Inbox.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Sorts workspace mail and prepares reply drafts you review before send.
What to turn on: Connect email in Connections. Keep Confirm all changes on if you want to approve sends.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

36. AI Revenue Team

Combines prospecting, sales, and marketing around one revenue workflow.

Open AI Revenue Team

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Revenue Team, or open the existing card.
3Turn on Sales, Marketing, and Lead Intelligence.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Revenue Team, then follow the sales employee setup.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Combines prospecting, sales, and marketing around one revenue workflow.
What to turn on: Turn on Sales, Marketing, and Lead Intelligence.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

37. AI Agency Operations Team

Coordinates sales, campaigns, projects, invoices, and client documents.

Open AI Agency Operations Team

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Agency Operations Team, or open the existing card.
3Turn on Sales, Marketing, Projects, Finance, and Documents.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Agency Operations Team, then pick the first job in Workforce.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Coordinates sales, campaigns, projects, invoices, and client documents.
What to turn on: Turn on Sales, Marketing, Projects, Finance, and Documents.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

38. AI Clinic Operations Team

Coordinates reception, patient documents, billing, and approved clinic messages.

Open AI Clinic Operations Team

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Clinic Operations Team, or open the existing card.
3Turn on Clinic, Documents, and Finance.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Clinic Operations Team, then finish Clinic booking and WhatsApp reminders.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Coordinates reception, patient documents, billing, and approved clinic messages.
What to turn on: Turn on Clinic, Documents, and Finance.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

Ask how to do a job

I will walk you through each click.

Ask how to set something up. When you finish a step, type done.

sagasprint

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Workspace

1. Workspace home

See what needs you today, customize your desk, and change how the workspace looks.

Open Workspace home

Click Workspace in the shortcut bar at the top of the left sidebar, or open Home from the main sidebar.

Do this, in order

1Click Workspace in the shortcut bar to land on your home overview.
2Scan Workspace overview stats to see money, pipeline, people, and overdue counts.
3Click any row under Needs attention, then click its action button (for example Collect or Review).
4On My Workspace, click Customize, choose up to eight cards, click Save workspace, and close the dialog.
5To change the workspace name, logo, language, or currency, open Settings, then General.
6Click Ask Saga AI when you want help in plain language instead of hunting through apps.

Finish setup from home

1Click Finish workspace setup on the banner.
2Follow the setup wizard, or use the checklist links inside Settings.

Jump to an app from the sidebar

1Open a Business area in the left sidebar (Revenue, Operations, People, Finance, or Customer care).
2Click the app name (Sales, Finance, HR, and so on) to open its dashboard.

On this screen

Good morning, / Good afternoon, / Good evening,: Personal greeting with your name at the top of the page.
What needs you today, and where the business stands.: Subtitle explaining the page purpose when no custom focus line is set.
Ask Saga AI: Opens the Saga AI chat assistant.
Add app: Opens Settings to turn on more apps for your workspace (owners and admins only).
Open pipeline / New invoice / Open tasks / Add person: Quick action buttons that jump straight into common tasks (which ones appear depends on your enabled apps).
Finish workspace setup: Banner showing setup progress as a percentage; click to continue guided setup.
Optimize workspace / Not now: Optional banner after onboarding to refine your workspace, or dismiss it for later.
Workspace overview: Top stat strip with numbers like Cash on books, Open pipeline, People, Overdue, and similar KPIs. Higher overdue or unpaid numbers mean more follow-up work; higher cash or pipeline can mean stronger position.
Needs attention: Left column listing urgent items across apps (overdue invoices, stale deals, time-off to review, and more). The badge shows how many items are waiting.
Overdue / Due / Waiting / Review / Low stock: Status chips on each attention row. Red-style labels usually mean act now; amber means review soon.
Collect / Follow up / Review / Open tasks / Check stock: Action button on each attention row that opens the right app screen.
My Workspace: Your personal desk of up to eight cards you can rearrange.
Customize: Opens the dialog to pick which cards appear on your desk.
Live: Shows the desk is using your saved layout.
My tasks / My calendar / Notifications / Recent activity / My pipeline / Follow-ups / Projects / Team tasks / Attendance / Leave requests / Invoices / Payments / Expenses / Saga brief / Workspace pulse / Stock / Today's sales / Campaigns / Today's appointments / Recent files / Recent sheets / Lead lists: Optional desk cards. Each shows a short list or stat from that area; click View all on a card to open the full app view.
My work: Right column (on wide screens) with tasks and calendar items assigned to you, with Due today, Overdue, or Urgent labels.
Make this space yours.: Empty desk message when no cards are chosen yet.
Customize workspace: Button in the empty desk state to open the picker.

2. Inbox

Work Needs you first, then open Mail folders.

Open Inbox

Workspace → Inbox

Do this, in order

1Open Workspace → Inbox.
2Stay on Needs you and work the top item.
3Switch to Mail to read folders.
4Connect Google in Settings → Connections if folders are empty.

On this screen

Needs you: The decision queue. Start here.
Mail: Connected email folders after Google is linked.
Compose: Start a new message.

3. Schedule

See meetings, due dates, and approved work on one calendar.

Open Schedule

Click Schedule in the shortcut bar at the top of the left sidebar.

Do this, in order

1Click Schedule in the shortcut bar.
2If you see Connect Google Calendar, click it and finish sign-in.
3Click Month, Week, Day, or Agenda to pick how you want to browse.
4Use Previous and Next (or Today) to move to the dates you care about.
5Click an empty time slot or New event, fill Title and times, then click Save.

Focus on tasks due this week

1Open Sources and turn off Calendar if you only want internal dates.
2Keep Tasks and Invoices on.
3Switch to Week view and scan colored blocks for due work.

On this screen

Schedule: Page title for your unified calendar.
Meetings, due dates, and work waiting for approval.: Subtitle describing what appears here.
Connect Google Calendar: Shown when no calendar is linked; starts Google connection.
New event: Create a calendar meeting (after Google Calendar is connected).
Today: Jump the calendar view to today.
Previous / Next: Move backward or forward in the current view.
Month / Week / Day / Agenda: View switcher. Month shows the full month grid; Agenda lists upcoming items as a list.
Sources: Filter which kinds of events show: Calendar, Tasks, Invoices, Approvals.
Calendar / Tasks / Invoices / Approvals: Source toggles. Turn off a source to hide that color of events.
Nothing scheduled in this range.: Empty message when the visible dates have no items.
Join meeting / Open in Google / Open task / Open invoice / Review in Inbox: Actions on an event detail panel.
Edit / Delete: Change or remove a Google calendar event you own.
All day / Starts / Ends / Title / Location / Guests / Description: Fields when creating or editing an event.
Save: Save a new or edited calendar event.

4. Saga AI

Chat with Saga AI and specialized AI employees to get answers and reviewed actions.

Open Saga AI

Click Saga AI in the shortcut bar at the top of the left sidebar.

Do this, in order

1Click Saga AI in the shortcut bar.
2Click New chat or pick an existing conversation.
3Optionally click Talk to and choose an AI employee.
4Type a question in Ask anything… and click Send.
5If Needs you appears, read the proposal and click Confirm or Cancel.

Send a file question

1Click Attach image, PDF, audio, or CSV.
2Choose your file, add a short instruction, and click Send.

On this screen

New chat: Start a fresh conversation.
Talk to: Picker for Chief of Staff (Saga) or a specific AI employee.
Chief of Staff / Saga, AI Chief of Staff: Default assistant that coordinates across your enabled apps.
Today / Yesterday / Previous 7 days / Older / Archived: Sections grouping past conversations in the sidebar.
How can I assist you?: Empty chat greeting with suggested prompts.
Ask anything…: Message box at the bottom of the chat.
Send: Submit your message.
Attach image, PDF, audio, or CSV: Add a file to your message.
Record voice note: Speak a message instead of typing.
Dry run: When on, the assistant plans actions without applying changes.
Grounded on your enabled apps.: Reminder that answers use data from apps you can access.
Needs you / Confirmation needed: Banner when the assistant waits for you to approve or reject a step.
Confirm / Cancel / Reject / Dismiss: Answer a pending proposal before it runs.
Action history: Link to past AI actions taken in your workspace.
AI settings: Opens Settings → AI Assistant.
Rename / Archive / Delete: Conversation menu actions in the sidebar.
Hire an AI employee: Shortcut toward the workforce hire flow (does not complete hire by itself).

5. AI Workforce

See hired employees, pause them, or hire a certified role.

Open AI Workforce

Workspace → AI Workforce

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire to pick a certified employee.
3Click a card to turn capabilities and channels on or off.
4Open that employee's guide page to see what to turn on first.

On this screen

Hire: Opens the certified roster and custom builder.
Cards: Each hired employee. Click to set capabilities and channels.
Pause: Stops that employee without deleting them.

6. Hire AI employee

Pick a certified role or the custom path, then connect channels and go live.

Open Hire AI employee

Workspace → AI Workforce → Hire

Do this, in order

1Click Hire.
2Pick a certified employee, or choose custom.
3Connect only the channels they should use.
4Confirm the policy and go live.

On this screen

Certified roster: Ready roles such as Sales and Clinic Receptionist.
Custom: Describe a role and test it before hire.
Channels / policy: Where they may talk, and the rules you accept.

7. Notifications

Review everything important that happened in your workspace since you last visited.

Open Notifications

Click the bell icon in the top bar, or open Notifications from Settings → Profile.

Do this, in order

1Click the bell in the top bar.
2Read the subtitle for how many are new.
3Click a row title or its Open button to jump to the related record.
4Use secondary buttons on a row when a second destination is offered.

Mark everything read from Profile

1Click Settings in the sidebar, then Profile under You.
2Click Mark all as read under Notifications.
3Click Open inbox if you prefer to handle mail-style alerts there.

On this screen

Notifications: Page title.
new since your last visit.: Subtitle when unread items exist.
You are all caught up.: Subtitle when nothing new arrived.
What happened: Column with event title and detail.
When: Column with how long ago the event occurred.
Open: Column with primary action buttons per row.
New: Badge on unread rows.
No notifications yet.: Empty state when history is blank.
You will see payments, new contacts, time-off requests, and other important workspace events here.: Hint under the empty state.

8. Onboarding

Tell Saga about your business so it can suggest apps and a first priority.

Open Onboarding

You may land here automatically on first sign-in, or click Optimize workspace from the home banner.

Do this, in order

1Answer Saga's questions in the chat box and press Enter to send.
2Read Proposed plan and Your first priority when they appear.
3Click Enable and continue to accept suggested apps, or Continue without enabling.
4On You're all set, click the main open button for your industry.
5Click Skip for now anytime if you want the normal workspace home instead.

On this screen

Saga assistant: Chat-style onboarding that learns how you work.
Learn how you work, then propose a plan: Subtitle under the assistant header.
Skip for now: Leave onboarding and go to the workspace.
Understanding your business: Loading state while Saga thinks.
Proposed plan: Suggested apps and setup steps after the conversation.
Your first priority: Recommended starting focus for your industry.
Turn these on?: Confirmation before enabling suggested apps.
Enable and continue: Turn on suggested capabilities and proceed.
Continue without enabling: Skip suggested apps and still finish onboarding.
You're all set / Workspace ready: Completion screen.
Open your workspace / Start Lead Engine / Open candidate pipeline / Open stock alerts / Open clinic dashboard / Open HR dashboard / Open retail dashboard: Industry-specific button to open your first dashboard.
Start over: Restart the onboarding conversation.

9. Help

Find quick answers and contact details when you are stuck.

Open Help

Open Help from the workspace footer.

Do this, in order

1Open Help & support.
2Under Get started fast, click the card that matches your question.
3Expand a FAQ item to read the full answer.
4Under Contact us, use the support email for product help or billing email for plan questions.

On this screen

Help & support: Page title.
Quick answers, where to look, and how to reach us when you need a hand.: Page subtitle.
Get started fast: Section with shortcut cards.
Workspace setup: Card linking to guided setup.
Billing & plan: Card linking to billing.
Notifications: Card linking to notification preferences.
Send feedback: Card linking to the feedback form.
Frequently asked: Expandable FAQ list about apps, campaigns, email connect, and teammates.
Contact us: Support and billing email addresses.

10. Me

Your personal HR home: clock in, see balances, and spot what needs your attention.

Open Me

Click Me in the shortcut bar (shown when your account is linked to an employee record).

Do this, in order

1Click Me in the shortcut bar.
2Click Clock in when you start work, or Clock out when you finish.
3Review the four stat cards for leave, hours, requests, and next shift.
4Click any row under Needs attention to open the right Me page.

Respond to end-of-shift prompt

1When Your shift has ended appears, click Clock out now to leave.
2Or click Stay clocked in and choose whether overtime should count.

On this screen

Good morning / Good afternoon / Good evening: Greeting above your name.
Clock in / Clock out: Start or end your work day.
Clocked in / Not clocked in yet: Today's attendance status.
Leave: Stat card with total remaining leave days. Higher means more time available.
This week: Hours logged this week on your time card.
Open requests: Count of pending leave and paperwork requests waiting on you or HR.
Next shift: Upcoming scheduled shift time, or None if nothing is planned.
Needs attention: Strip listing leave, profile, paperwork, or onboarding items to finish.

11. My profile

Update contact details and request changes to sensitive HR fields.

Open My profile

Click Me in the shortcut bar, then click Profile in the Me sidebar.

Do this, in order

1Click Me, then Profile.
2Click a field you can edit, type the new value, and click Save.
3For locked fields, click Request change, enter the new value and note, then click Submit request.
4Click Upload a picture to add or replace your photo.

On this screen

Your profile: Page title.
Update contact details yourself. Legal, bank, and job details need a request.: Guidance at the top.
Upload a picture / Change picture: Set your profile photo.
First name / Last name / Email / Phone / Emergency contact: Fields you can usually edit directly under You.
Job title / Position / Hire date / Salary / Bank / IBAN / National ID: HR fields that may show Request change instead of direct edit.
Save: Save fields you are allowed to edit yourself.
Request change: Ask HR to update a protected field.
Submit request: Send the change request with optional note.

Open My profile

12. People directory

Find coworkers, see the org chart, and check who is out.

Open People directory

Click Me in the shortcut bar, then click People in the Me sidebar.

Do this, in order

1Click Me, then People.
2Click Directory to browse colleagues, or Org for the chart.
3Type a name in Search people to narrow the list.
4Click Who is out to see who is on leave today.

On this screen

People: Page title.
Directory / Org / Who is out: Tabs for list, org chart, and absence calendar.
Search people: Find someone by name.
Your manager: Card linking to your manager's profile.
Nobody is out right now.: Message on Who is out when everyone is available.

13. My documents

Upload personal files and request official paperwork from HR.

Open My documents

Click Me in the shortcut bar, then click Documents in the Me sidebar.

Do this, in order

1Click Me, then Documents.
2Click Upload to add a file from your computer.
3Click Request paperwork, choose a type, add details, and submit.
4Open the Requests section to track status.

On this screen

Documents: Page title.
Your files and paperwork requests.: Subtitle.
Upload: Add a personal document.
Request paperwork: Ask HR for a certificate or letter.
Work certificate / Employment letter: Common paperwork types you can request.
Files / Requests: Sections listing uploads versus open paperwork tickets.
No files yet. / No requests yet.: Empty states.

14. My leave

Check leave balances and submit or cancel time-off requests.

Open My leave

Click Me in the shortcut bar, then click Leave in the Me sidebar.

Do this, in order

1Click Me, then Leave.
2Review Balances for days remaining.
3Click Request leave, choose Type and dates, and submit.
4To undo a pending request, click Cancel on that row.

On this screen

Leave: Page title.
Balances: Remaining days per leave type. More days left means more time you can book.
Requests: Your submitted leave applications and their status.
Request leave: Open the form for new time off.
Type / Start / End: Leave form fields (Annual, Sick, Unpaid, Other).
Cancel: Withdraw a pending request you no longer need.
No leave requests.: Empty requests list.

15. My pay

Download payslips and ask HR to fix a pay issue.

Open My pay

Click Me in the shortcut bar, then click Pay in the Me sidebar.

Do this, in order

1Click Me, then Pay.
2Click Download on the payslip you need.
3If amounts look wrong, click Request correction, describe the issue, and submit.

On this screen

Pay: Page title.
Your payslips. Ask for a correction if something looks wrong.: Subtitle.
Latest payslip: Most recent pay document.
Earlier payslips: Historical payslips.
Download: Save a payslip PDF.
Request correction: Tell HR what looks wrong on a slip.
What should be corrected?: Text box explaining the issue.
No payslips yet.: Empty state before payroll runs.

16. My time

Review hours worked, today's attendance, and upcoming shifts.

Open My time

Click Me in the shortcut bar, then click Time in the Me sidebar.

Do this, in order

1Click Me, then Time.
2Review Today and This week totals.
3Scroll Upcoming shifts to plan ahead.
4Use Clock in or Clock out on the Me home page to change today's attendance.

On this screen

Time: Page title.
Today, this week, and upcoming shifts.: Subtitle.
Today: Section for current day clock times.
This week: Total hours for the week.
Upcoming shifts: List of scheduled shifts ahead.
No upcoming shifts.: Empty shift list.

17. Setup hub

Complete first-time workspace configuration in guided steps.

Open Setup hub

Click Finish workspace setup on the home page, or open Workspace setup from Help.

Do this, in order

1Click Finish workspace setup from the home banner.
2Click Get started on Welcome.
3Pick an industry preset or Custom, then continue through Apps and Team.
4On Connect, link the tools you use, then reach All set.
5Click the offered links to open your first app dashboards.

On this screen

Welcome / Industry / Apps / Team / Connect / All set: Step indicators across the top of the wizard.
Let's set up your workspace: Welcome screen title.
Get started: Begin the wizard.
Industry presets (Clinic, Retail, Sales, Recruitment, Custom): Pick a starting package for your business type.
Apps step: Turn recommended apps on or off.
Team step: Invite teammates during setup.
Connect step: Link Google, email, or other tools.
All set: Final confirmation with links into your apps.
Finish setting up: Checklist strip elsewhere with links like Add your company profile, Turn on the apps you need, Connect email sending.
Setup progress: Percent complete for remaining checklist items.

18. Inbox: Needs you

Work the queue of mail, chats, and items that need a decision, one item at a time.

Open Inbox: Needs you

Workspace → Inbox (Needs you is the default).

Do this, in order

1Open Workspace → Inbox.
2Stay on Needs you.
3Click the first row.
4Read the work pane and the context rail.
5Reply, complete, snooze, or ask an AI employee for a draft. You confirm before anything is sent if Confirm all changes is on.
6The next row becomes the new top item.

On this screen

Needs you: The queue. A badge is how many are waiting.
Work pane: The selected item: message, proposal, or task.
Context rail: Related contact, deal, or record.
Do / later / assign to AI: Finish it, snooze it, or hand a draft to an AI employee.

19. Inbox mail

Read connected email folders in the same inbox.

Open Inbox mail

Workspace → Inbox → Mail (or Inbox, then the mail folder list).

Do this, in order

1Connect Google in Settings → Connections if mail is empty.
2Open Workspace → Inbox → Mail.
3Pick a folder, then a thread.
4Reply from the work pane.

On this screen

Folders: Inbox, sent, and other Gmail or Outlook folders after you connect Google.
Thread: The conversation you selected.

20. AI employee settings

Turn capabilities and channels on or off for one hired employee, or pause them.

Open AI employee settings

Workspace → AI Workforce → click the employee card.

Do this, in order

1Open the employee from AI Workforce.
2Turn off any capability you do not want.
3Connect only the channels they should use.
4Pause if you need silence. Resume when ready.

On this screen

Capabilities: Each toggle is a job they may run.
Channels: Where they are allowed to talk.
Pause: Stops them without deleting the hire.

21. Hire a certified AI employee

Pick a ready role, connect channels, accept the policy, and go live.

Open Hire a certified AI employee

Workspace → AI Workforce → Hire.

Do this, in order

1Open Workspace → AI Workforce → Hire.
2Pick a certified employee.
3Turn on the apps they need if Apps settings asks.
4Connect the channels on the next step.
5Read the policy and confirm.
6Go live, then try the first outcome listed on their card.

On this screen

Choose: The certified roster (Sales, Clinic Receptionist, and others).
Connect channels: Email, WhatsApp, Telegram if that role needs them.
Confirm policy: You accept how they will act. Use Confirm all changes in AI settings if you want a yes on every write.
Go live: Creates the deployment.

22. Build a custom AI employee

Describe a role, pick capabilities, test in a sandbox, then hire.

Open Build a custom AI employee

Workspace → AI Workforce → Hire → custom path.

Do this, in order

1Open Hire and choose the custom path.
2Describe the job.
3Pick capabilities.
4Test in the sandbox.
5Hire only when the test looks right.

On this screen

Describe: What this employee is for, in everyday words.
Capabilities: Which apps and actions they may use.
Sandbox: A test chat that does not write live records until you hire.

23. AI Sales Employee

Follows up leads, updates the pipeline, and prepares the next sales action.

Open AI Sales Employee

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Sales Employee, or open the existing card.
3Turn on Sales, then connect email and WhatsApp if you want it to write to customers.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Open Workforce, hire Sales, finish channel setup, then Activate lead follow-up.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Follows up leads, updates the pipeline, and prepares the next sales action.
What to turn on: Turn on Sales, then connect email and WhatsApp if you want it to write to customers.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

24. AI Marketing Coordinator

Creates campaigns, audiences, sequences, and tracked messages when you ask.

Open AI Marketing Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Marketing Coordinator, or open the existing card.
3Turn on Marketing. Email is required. WhatsApp is optional.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Marketing Coordinator, connect email, then create a campaign.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates campaigns, audiences, sequences, and tracked messages when you ask.
What to turn on: Turn on Marketing. Email is required. WhatsApp is optional.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

25. AI Finance Clerk

Records transactions, prepares invoices, and keeps finance work organized when you ask.

Open AI Finance Clerk

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Finance Clerk, or open the existing card.
3Turn on Finance and Documents. Email is recommended for sending invoices.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Finance Clerk, then create an invoice in Finance.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Records transactions, prepares invoices, and keeps finance work organized when you ask.
What to turn on: Turn on Finance and Documents. Email is recommended for sending invoices.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

26. AI Project Coordinator

Creates projects and updates tasks, milestones, time, and delivery status when you ask.

Open AI Project Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Project Coordinator, or open the existing card.
3Turn on Projects.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Project Coordinator, then create a project from the template wizard.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates projects and updates tasks, milestones, time, and delivery status when you ask.
What to turn on: Turn on Projects.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

27. AI People Operations Coordinator

Handles employee records, attendance, leave, and people requests.

Open AI People Operations Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI People Operations Coordinator, or open the existing card.
3Turn on HR.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire People Operations, then open HR employees or leave.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Handles employee records, attendance, leave, and people requests.
What to turn on: Turn on HR.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

28. AI Clinic Receptionist

Handles booking, reminders, intake, and waiting-room coordination. It does not give medical advice.

Open AI Clinic Receptionist

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Clinic Receptionist, or open the existing card.
3Turn on Clinic. Connect WhatsApp or email if you want patient reminders.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Clinic Receptionist, finish Clinic booking settings, then open Waiting room.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Handles booking, reminders, intake, and waiting-room coordination. It does not give medical advice.
What to turn on: Turn on Clinic. Connect WhatsApp or email if you want patient reminders.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

29. AI Recruiter

Manages jobs, candidates, applications, and interview coordination when you ask.

Open AI Recruiter

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Recruiter, or open the existing card.
3Turn on Recruitment.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Recruiter, then add a job and a candidate.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Manages jobs, candidates, applications, and interview coordination when you ask.
What to turn on: Turn on Recruitment.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

30. AI Store Operator

Handles products, customers, sales, and daily store work when you ask.

Open AI Store Operator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Store Operator, or open the existing card.
3Turn on Retail.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Store Operator, then open the register.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Handles products, customers, sales, and daily store work when you ask.
What to turn on: Turn on Retail.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

31. AI Inventory Controller

Creates categories and products, checks stock, and records warehouse adjustments when you ask.

Open AI Inventory Controller

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Inventory Controller, or open the existing card.
3Turn on Inventory.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Inventory Controller, then add a product or a movement.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates categories and products, checks stock, and records warehouse adjustments when you ask.
What to turn on: Turn on Inventory.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

32. AI Document Coordinator

Creates templates and generates business documents from approved data.

Open AI Document Coordinator

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Document Coordinator, or open the existing card.
3Turn on Documents.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Document Coordinator, then open Templates.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Creates templates and generates business documents from approved data.
What to turn on: Turn on Documents.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

33. AI Business Developer

Finds and verifies public leads, then you approve import into Sales.

Open AI Business Developer

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Business Developer, or open the existing card.
3Turn on Lead Intelligence and Sales.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Business Developer, then run Find Leads.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Finds and verifies public leads, then you approve import into Sales.
What to turn on: Turn on Lead Intelligence and Sales.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

34. AI Reporting Analyst

Builds workbooks, formulas, and operational reports when you ask.

Open AI Reporting Analyst

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Reporting Analyst, or open the existing card.
3Turn on Sheets.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Reporting Analyst, then open Workbooks.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Builds workbooks, formulas, and operational reports when you ask.
What to turn on: Turn on Sheets.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

35. AI Administrative Assistant

Sorts workspace mail and prepares reply drafts you review before send.

Open AI Administrative Assistant

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Administrative Assistant, or open the existing card.
3Connect email in Connections. Keep Confirm all changes on if you want to approve sends.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Administrative Assistant, connect Google, then open Inbox.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Sorts workspace mail and prepares reply drafts you review before send.
What to turn on: Connect email in Connections. Keep Confirm all changes on if you want to approve sends.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

36. AI Revenue Team

Combines prospecting, sales, and marketing around one revenue workflow.

Open AI Revenue Team

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Revenue Team, or open the existing card.
3Turn on Sales, Marketing, and Lead Intelligence.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Revenue Team, then follow the sales employee setup.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Combines prospecting, sales, and marketing around one revenue workflow.
What to turn on: Turn on Sales, Marketing, and Lead Intelligence.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

37. AI Agency Operations Team

Coordinates sales, campaigns, projects, invoices, and client documents.

Open AI Agency Operations Team

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Agency Operations Team, or open the existing card.
3Turn on Sales, Marketing, Projects, Finance, and Documents.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Agency Operations Team, then pick the first job in Workforce.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Coordinates sales, campaigns, projects, invoices, and client documents.
What to turn on: Turn on Sales, Marketing, Projects, Finance, and Documents.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

38. AI Clinic Operations Team

Coordinates reception, patient documents, billing, and approved clinic messages.

Open AI Clinic Operations Team

Workspace → AI Workforce → Hire, or open an existing deployment.

Do this, in order

1Open Workspace → AI Workforce.
2Click Hire and pick AI Clinic Operations Team, or open the existing card.
3Turn on Clinic, Documents, and Finance.
4Review Capabilities and leave on only the jobs you want.
5Connect Channels if they should message people. Do not paste secrets in this guide chat.
6Hire Clinic Operations Team, then finish Clinic booking and WhatsApp reminders.
7Use Pause if you need them quiet. Use Resume when you want them back.

Safety

1Open Settings → AI Assistant if you want Read-only mode or Confirm all changes for every assistant.
2Never ask the public guide to look up live patient, payroll, or invoice rows.

On this screen

What they do: Coordinates reception, patient documents, billing, and approved clinic messages.
What to turn on: Turn on Clinic, Documents, and Finance.
Capabilities: Toggles for the jobs this employee may run. Off means they skip that job.
Channels: Web chat, Telegram, WhatsApp, or email. Only connect channels you want them to use.
Pause / Resume: Stops or restarts the employee without deleting them.

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Ask how to set something up. When you finish a step, type done.