> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding a teammate

> The hire flow, and what to set up in the first day

Hiring happens in the Console: the **Onboard** button above the assistant
list opens the **Onboard Teammate** dialog. (In an organization workspace,
hiring is for Owners and Admins — and if you don't have any teammates yet,
the dialog opens for you automatically.) The form arrives pre-filled with a
randomized profile — keep it, reroll it with **Randomize**, or shape every
field yourself.

## The form, top to bottom

<Steps>
  <Step title="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](/tasks/creating#schedules). Name, timezone, About, and
    voice are required; everything else is optional.
  </Step>

  <Step title="Appearance and voice">
    Style the avatar (body, color, outfit, antenna) and pick the
    [voice](/communication/voice) it will use on every call. Click the
    avatar any time to preview the selected voice.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/hiring/twin-vs-teammates). 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.
  </Step>

  <Step title="Computer">
    Choose the operating system for the teammate's [own
    machine](/their-computer/the-machine) — **Ubuntu** or **Windows**.
    This is the one setting that's **fixed after onboarding**, so pick for
    the software world it will live in.
  </Step>
</Steps>

Click **Onboard Teammate** and you're done — the new teammate's profile
opens, its first greeting lands in chat, and if you picked a workspace
provider, the connect dialog opens straight away to finish the OAuth.

## 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](/communication/phone-calls), and have it ring you.
* **Give it access to your platforms** — connect the
  [integrations](/integrations/overview) its role needs, ideally through
  its own new workspace account.

Beyond the checklist, two more first-day moves pay off:

* **Add it to its [teams](/teams/overview)** 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.

<Tip>
  Your T-W1N can do all of this for you. It can propose the colleague,
  create it, pre-seed it with decisions you've already made together, and
  hand over the follow-up work — hiring by conversation rather than by
  form.
</Tip>

## 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 {name} 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.)

## What hiring costs

There's no hire fee. Costs come from what you provision and how much the
teammate works: [dedicated channels](/communication/setup#what-channels-cost)
(phone, WhatsApp) carry small setup and monthly credit costs, and the
teammate's work consumes usage credits like any assistant — bounded by
whatever spending cap you set.