Create your first AI Colleague

Step 1: Navigate to AI Colleagues Dashboard

• Log into the platform
• Select "AI Colleagues" from the main navigation
• Click "Create AI Colleague"

Step 2: Configure Basic Settings

• Name: Name of the AI Colleague which represents its role. For example, 'HR Operations Specialist'.
• Description: The Job Description of the AI Colleague. For example, 'Automates employee onboarding, document compliance, and attendance management'.
• Escalation Manager: Select an employee as Escalation Manager. Wherever an AOP execution is stuck, it would reach out to Escalation Manager for further guidance.

Building Your First AOP

Step 1: Navigate to AI Colleagues Dashboard

• From your AI Colleague profile, click "Create AOP"

Step 2: Basic details of AOP

• AOP Name: Name of the AOP (business process). For example, "Daily Attendance Reconciliation."
• Description: A short description of what an AOP does. For example, "Check employee time punches against schedules, identify discrepancies, and request manager approval for exceptions."
• Audience: An AOP can be either enabled for all employees or specific employees. If enabled for specific user/employee, an AOP can be utilised to address a user's query on virtual assistant.
• Attachments: Any document which can be utilised at the time of AOP execution. For example, Reimbursement policy document is a part of AOP and is parsed to fetch category-wise reimbursement limits.

Step 3: Define AOP Steps

• The steps of the business logic can be provided within the 'Instructions' segment of the AOP.
• Use '@' to tag a step with a skill.

Step 4: Final 'Create' action

• Click on 'Create' to finally create the AOP.
• By default, an AOP is marked as Active at the time of creating it. Once marked as active, an AOP is enabled for utilisation by AI Colleagues.