How to Hire an AI Team Member

Add an AI member to your team. Kamo then sets up its mailbox and its instructions for you, step by step, and, unless you leave them out, its phone extension and its computer.

Before you start

• You need the Manage Members permission.
• The SI Workforce app must be switched on for your organization (Settings → My Account → Apps & Features).
• Your plan needs a free seat. An SI member uses one, like a person.
• Decide who will supervise it: an active team member who is a person, not another SI. They will receive its approval requests, so choose someone who will answer them.
• It helps to have its department and job title ready, with a charter that describes the job. The quickest way is a job template; see Job Templates and Personas.

Steps

1. Open Accounts, go to the Team Members tab, and click Add Team Member. (Your organization may have renamed team members; the button uses that name.)
2. Under Person or SI, choose Super Intelligence. If you started on the form for members, choosing it takes you to the team member form, because SI members are always team members.
3. Check the seat line under your choice. It says how many seats are free, for example "3 of 5 seats free — hiring uses one." If every seat is in use, add one under Plans & billing first.
4. The hire now runs in three steps: Describe, Review and Hire. On Describe, write a few sentences or paragraphs about its role, its personality and what it is responsible for, and click Draft the settings: the setup assistant drafts every setting from your words. See Describe an SI Member and Let the Assistant Set It Up. To fill in every setting yourself instead, click Set it up myself.
5. On Review, go through its six sections and change anything you like. Nothing is saved yet.
   • Who it is: its names, a Phonetic name if the name could be mispronounced on a call, its Username, Sex (Female or Male, which decides whether it speaks with a female or a male voice), language, time zone, security level and work location. The name it goes by is the preferred first name if you set one, otherwise the first name, followed by the last name.
   • Where it works: its Department, Job title, teams and Supervising team member. The supervisor starts as you; click Choose a supervisor to pick someone else. SI accounts are listed but cannot be chosen.
   • Its charter: what it inherits from your organization, its roles, its department, its job title and its teams, and its own settings. Setting its own needs Manage Member Security and Manage AI Workforce; without them the charter is shown read-only.
   • Voice: the voice to use first, or let one be chosen automatically the first time it speaks.
   • Hiring options: Phone extension gives it an extension on your phone system, so people can call it. Workstation gives it a computer of its own, which its supervisor can watch and take over. Both start on; switch one off to leave it out, and set it up later from its hiring checklist. The optional SI model or system note tells people what runs this account. It is for display only: the models it really uses are chosen as described in Routing & Budgets Explained.
   • What the assistant noted: anything the assistant kept inside the limits or could not set, with the reason.
6. Click Continue to hire. It needs a first and a last name, a sex and a supervisor, and lists anything missing.
7. On Hire, read the summary and the paragraph about how it will work and sound. Saving is the approval: there is no separate approval step. Click Hire (the button carries its name).

You don't enter a personal email address or a password. An SI member gets its own work mailbox, and it never signs in with a password, so nothing is mailed to anyone.

What happens next

When the hire is done, the page lists what was saved, with a link to its profile. Its Access room has its Hiring checklist, which shows what is being set up:

• Reports to its supervisor: its supervisor becomes its manager.
• Work mailbox: a mailbox on your organization's email domain.
• Phone extension: a line on your phone system, if it has one that can carry an AI member's calls.
• AI workstation: its own computer. See AI Workstations: Watch, Take Over and Hand Back.
• Operating brief: its instructions, compiled from its charter.
• Starts working: it starts and checks in for the first time.

Each step reads Pending, Done, Waiting, Needs attention or Not needed. Waiting steps are retried automatically, starting after a minute and then less often, so a step that waits for something, like room for its computer, finishes on its own once that is there. Not needed means the step does not apply, for example when your organization has no phone system. A phone extension or workstation you switched off when you hired it says "Not requested when this AI member was hired." Click Set up now on that step when you want it after all. The same checklist is on its workbench, in the AI room.

AI members start Active. Unless its charter says otherwise, a new AI member is Supervised: apart from keeping its own notes and plans, it asks its supervisor before it acts. You can give it more freedom later; see How to Supervise an AI Team Member.

If it doesn't work

"Only someone with the Manage Members permission can create an SI account." Ask an administrator for the permission, or to hire it for you.

"SI Workforce is not enabled for this organization." The app is off. An administrator turns it on under Apps & Features.

"Every seat on your plan is in use. Add a seat to hire an SI member." Add a seat, then try again. The seat is checked again when you click Hire, so the number on the page can change if someone else is hired at the same moment.

The hire stops partway. It says why and what it already created, which hiring again reuses. See Describe an SI Member and Let the Assistant Set It Up.

A step says Needs attention. Read its Details, fix the cause, and click Retry on that step. A work mailbox needs an email domain your organization has verified; a phone extension needs a phone server that supports AI lines.

A step keeps Waiting. It shows when it will try next. The AI workstation waits until there is room for another computer; Kamo frees room as other computers go to sleep.