The form, top to bottom
Identity
First and last name, an optional Role label (“e.g. Growth
marketing”) that appears alongside the teammate in the assistant list,
and a timezone — which anchors its working clock for
schedules. Name, timezone, About, and
voice are required; everything else is optional.
Appearance and voice
Style the avatar (body, color, outfit, antenna) and pick the
voice it will use on every call. Click the
avatar any time to preview the selected voice.
About
Describe the persona — background, personality, focus. Note the help
text: “The bio doesn’t influence the teammate’s abilities. All
teammates come with the same foundational skills and can specialize in
whichever area you want them to.” The About shapes character and
emphasis, not capability.
Workspace
The most consequential choice. Create a new Google or Microsoft
account for the teammate (or ask IT to), sign into it on your machine,
and pick the matching provider — see why the dedicated account
matters. This step is deliberate rather
than skippable-by-accident: if you submit without either choosing a
provider or ticking Skip, the form stops and asks you to decide,
advising that “It’s advised to create a workspace for your new
digital twin now, so they can get started right away.” Skipping is
fine — you can connect the workspace any time later from the
teammate’s profile.
Computer
Choose the operating system for the teammate’s own
machine — Ubuntu or Windows.
This is the one setting that’s fixed after onboarding, so pick for
the software world it will live in.
The first day
A Setup progress checklist appears on the new teammate’s profile and walks you through making it reachable and useful:- Break the ice — say hi in chat, start a first voice call.
- Exchange emails — connect its mailbox, have it send you something.
- Get on a call — verify your number, give the teammate its own phone number, and have it ring you.
- Give it access to your platforms — connect the integrations its role needs, ideally through its own new workspace account.
- Add it to its teams so it starts with the unit’s shared playbooks, knowledge, and credentials rather than a blank slate.
- Set a spending cap if you want one — the Monthly Spending section on its profile takes a monthly credit limit (or Unlimited), and can be changed any time.
After the hire
- Edit freely — name, role, About, timezone, voice, and appearance can all change later via Edit profile. Only the computer choice is locked.
- End contract — hired teammates can be let go from the Edit dialog. It’s permanent: “You are about to remove from your team. This action cannot be undone.” Its channels are released and its data cleaned up. (Your T-W1N, by contrast, can’t be removed — it’s part of your account.)