DeskerAn agent is a member of your staff with one job: research, marketing, sales, support, operations. It reads its job description before everything it does, works on its own on a schedule, and brings you anything that would leave the business.
Pick a role, then make it yours
The wizard opens on the business roles - Researcher, Marketer, Sales rep, Support, Assistant and the rest. Picking one fills in a personality, responsibilities, a rule for when to stop and ask you, a schedule and the tools that job needs. It is a starting point, not a commitment: change any of it.
Starting from scratch is the last card. Take it when none of the roles is close.
Say who it is
Name and Job title are how the rest of the team knows it: on the roster, in Team chat, in hand-offs between agents and in every report. A first name and a role people recognise - "Sol, Research Analyst" - reads better than "Research Bot".
Personality is the one field worth writing yourself. Two or three sentences on how it should sound and what it should never do:
Precise and plain-spoken. Leads with the finding, cites its sources, and says so when the evidence is thin.
Give it something to know
Without documents it works from general knowledge, which is not your pricing or your brand guide. Upload what the job needs under Knowledge: a brief, a price list, a style guide, meeting notes. Once a document is ready the agent searches it and names the file it used.
Give it work and a schedule
Under Work & schedule set its goals and when it runs - every Friday at four, every weekday morning, or when an event arrives. That is what makes it staff rather than a chat box: see scope of work.
Try it, then publish
The chat beside the editor is a private trial. Ask it what you would ask a new hire on day one. If an answer is off, the fix is almost always a document or a line of personality.
Publish switches it on: it runs on its schedule, answers in Team, and colleagues can hand it work. Roles that talk to people outside - support, onboarding, sales - can also get a shareable chat link and a website widget under Sharing & model. That part is optional; most roles never need it.