What it is
Hiring gives an agent a new duty from the catalog. A hired duty always starts in draft, so nothing it writes leaves without a person's OK.
Where to find it
Office › Agents, then the Hire button at the top right.
Hire a duty
- Click Hire. Each agent now shows its duties, with the ones you can still add.
- For a quick start, click Add on a duty marked Not added, or Switch on on one marked Off.
- For the guided way, click Hire a duty on the agent. The wizard has three steps:
- Pick a job: each duty shows an example of its work and the data it needs.
- Fit it: answer three or four plain questions. The answers become its first settings.
- Try it: test it on last week's records, then click Hire in draft.
- To hire an agent whose desk is still open, use the hire button on that open desk and confirm. It starts in draft with its core duties.
- Click Done hiring to return to the cards.
Pause or resume
- One duty: in hiring view, click Pause or Resume beside it. The duty's own page has the same buttons, plus Run now.
- Every duty of an agent: the three dots on its card, or Pause in the header of its page.
What the labels mean
| Label | Meaning |
|---|---|
| Not added | In the catalog, never hired here. |
| Off | Hired before, switched off now. |
| Needs a tool | A tool it needs is not connected. The duty starts once it is. |
| Can draft, can't send | It can write drafts here but has no tool to send them through. |
Good to know
- A workspace admin hires and adds duties. A department's manager can pause and resume its duties.
- Going live stays with the workspace admin.
- A workspace needs an AI model key before any duty can run. The wizard says so first if the key is missing.
- Balio decides which duties a workspace may hire. A duty Balio has closed does not show.
- Pausing keeps the duty's settings and history.