User guide

For everyone who works with Coworkers day to day.

Getting started

Signing inSign in with your work email, using a password or your company's own sign-in page, and sign out when you are done.
Navigating the appWhat each item in the top navigation opens, and which ones you see depending on who you are.
What your abilities meanHow abilities decide what you can see and do, with a plain-language guide to each one and to supervising a Coworker.

Hire a Coworker, move it through its phases, and manage its details and triggers.

The Coworker rosterHow the roster works and which Coworkers you can see, depending on each Coworker's phase.
Hiring a CoworkerWalk through the five hiring steps, from the job description to the new Coworker's first phase.
Coworker detailsWhat the details page shows, and what its Supervisor can change: instructions, model, Knowledge Bases, Team and Team access.
Advancing a Coworker and retiring itMove a Coworker from Interview to Full-Time with a recorded sign-off, or retire it with Sunset.
Reviews and feedbackGive feedback on a Coworker's replies, and run its monthly or quarterly review from flagged conversations.
TriggersHave a Coworker run work on its own, on a schedule, once at a set time, or when another system calls a web address.

Chat with a Coworker, attach files, view its artifacts and computer, and rate replies.

Chatting with a CoworkerStart a conversation with a Coworker, continue it, rename and archive threads, and see who can open it.
Attaching files to a messageAttach images and documents to a chat message, and download files from a conversation.
Giving feedback on a replyMark a Coworker's reply with a thumbs up or thumbs down and say what went wrong.
The context paneUse the pane beside a conversation to see the Coworker's computer, the documents and files in play, and published artifacts.
ArtifactsView the reports, tools and dashboards a Coworker publishes in a conversation, in the pane or full screen.
The Coworker's computer and terminalWatch the computer a Coworker is using in a conversation, take over its browser, and open a terminal on it.

Create knowledge bases, add documents and web sources, and control who can use them.

Browsing and searching knowledge basesFind knowledge bases, search across their documents, open one, and export it.
Creating a knowledge baseAdd a knowledge base, choose its owner, and decide whether Coworkers can use it.
Adding and editing documentsUpload text and Markdown files, write a document by hand, edit it and delete it.
Editors and ownershipWho can manage a knowledge base, how to add editors, and how to remove a knowledge base.
Human-only knowledge basesKeep a knowledge base for people only, so Coworkers can never read or cite it.
Team access and TeamLimit who can see a knowledge base to certain Teams, and set which Team it belongs to.
Web sourcesHave a knowledge base collect pages from a website and keep them up to date.

Browse apps, create one, deploy your code, and move an app through its lifecycle.

The Apps directoryBrowse the apps your company's Builders have shipped and see which ones you can reach.
Creating an appRegister a new app, name its Builder, and get the repository you push code to.
Deploying your codeRegister an SSH key, clone your app's repository and push to build and deploy.
App detailsRead an app's description, lifecycle and Builder, manage Team access and issue the app's API key.
Advancing and retiring an appMove an app through Interview, Internship, Apprenticeship and Full-Time, or retire it.
Opening an appOpen a running app from the directory or its details page, and return to the app's page.

Map Work Centers, test and score them, and decide where a Coworker fits.

The Intelligence MapSee every Work Center placed on a grid of Intelligence and Capability, with its classification and a ranked list of opportunities.
The 2-hour mapping sessionRun the guided session that takes a group from mapping roles to naming the first Coworker, in four timed segments.
Creating and editing a Work CenterDefine a Work Center with its inputs, processing, outputs and starting answers, and change it later.
The Irreducibility TestClassify a Work Center by asking, separately for judgment and for execution, whether a person is structurally required.
The Opportunity ScorecardScore a Work Center on seven dimensions to get a strong, moderate or defer read on whether to build a Coworker for it.
Recording Shadow AIRecord the AI tools people already use for a Work Center so the map reflects reality, not policy.
The quarterly refreshRedraw the map each quarter by answering three fixed questions and reviewing what changed since the last refresh.

Read the WI Score, set its financial inputs, and run or answer the one-question survey.

The WI Score pageRead your company's WI Score, its Amplification Factor (A), the band it sits in, the tier breakdown and the quarterly trend.
Editing the financial inputsSet the Output and Workforce Cost that feed the WI Score.
Launching a surveyLaunch the one-question WI Score survey, choose its audience and closing date, and share the link.
Answering the WI Score surveyAnswer the one-question survey from the link you were sent, and learn what happens to your answer.

See usage and cost, and track and run the monthly and quarterly reviews of Coworkers.

The Governance pageFind usage and cost rollups and the review calendar in one place, and see what each person can open.
Usage and costSee what your Coworkers, Knowledge Bases, system jobs and teams have used and what it cost, for a month or a custom period.
ReviewsSee which monthly and quarterly Coworker reviews are due, read recent reviews, and start one.
Running a guided reviewReview a Coworker's feedback and conversations, adjust its instructions and Knowledge Bases, and record the outcome.