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Hire your first team

Step 1 of the path: pick a team from the catalog, look at roles and risk classes, publish them and set a budget.

Step 1 of 3. Takes one to two minutes. At the end the Workforce section has a team with published roles and a budget for the agent.

What you do

Every organization already has seven ready-made teams from 47 roles: supplier and market discovery, supplier outreach and win-back, order intake and customer replies, onboarding of workers and partners, country launch, investors and corporate governance, digital workforce management. Hiring a team means publishing its roles: agents never get drafts.

Steps

  1. Open Workforce → Roles. Teams are shown as cards with the number of published roles: “N of M published”.
  2. Open the team you want to start with. For the first path pick Order intake and customer replies or Supplier and market discovery: they have r0 and r1 roles that never write outside and one or two r2 roles for the first approval.
  3. For each role look at the risk class and the role document: what it does, what is forbidden, which channels it may use.
  4. Press Publish on the roles you need. Before publishing, the panel tells you which version agents will get.
  5. Set a monthly budget for the agent in the Nodes card (the agent appears there on the next step; the budget can be set in advance for the agent name). At 80 % you get a warning, at 100 % the agent pauses.

Screenshot: the Roles card with teams and the Publish button — TODO

What you have

  • A team in Workforce with the needed roles marked published.
  • The team’s scenarios ready to run: a task on them goes to an agent that has all the needed connectors.

If something is off

  • A role stayed a draft: normal for roles outside the pilot; publish it once its channel is verified.
  • A scenario will not publish: it references a role that is not published here; publish the role before the scenario.

Next

Connect an agent: install HolyAgent and enroll it with a one-time key.