Overview

This section covers everything you need to design and configure your AI workers.

Core Concepts

Adaptive workers are composed of modular building blocks that work together:

Component
Purpose

Profile

Configure voice, tone, and personality

Jobs

Define the role, responsibilities, and authority of your worker

Topics

Specific areas your worker can discuss

Goals

Outcomes your worker should achieve

Policies

Rules and guardrails for behavior

Knowledge

Information sources your worker can access

Actions

Things your worker can do (book, cancel, escalate)

Pages in This Section

AI-Assisted Authoring

For most components, you can use our AI-assisted authoring feature. Click Create with AI to work with Addy, our onboarding wizard, who will guide you through the creation process conversationally.

Addy helps by:

  • Asking clarifying questions about your use case

  • Suggesting professional language for descriptions

  • Ensuring completeness before saving

Best Practices

  1. Start with Jobs: Define role and responsibilities before personality

  2. Be specific with Profiles: Vague profiles lead to inconsistent behavior

  3. Layer Knowledge: Start broad, add specifics as needed

  4. Test Policies Early: Add guardrails before deployment, not after

  5. Use the Graph: Multi-worker architectures unlock complex workflows

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