How to create an AI employee
Step by step: role, name, instructions, AI provider, knowledge, permissions, autonomy, channels, a test and launch.
Updated October 9, 2026
A new AI employee is created in the AI employees section with the New employee button. The wizard takes you through the steps, and the role you pick sets convenient starting settings — you can change them later.
Steps
- Identity. A name and a short description so your team recognizes the employee.
- Role. Sales, administrator, support, analyst or your own.
- Instructions. What the employee does, how it talks and what it doesn’t do.
- Brain. The AI provider and model.
- Knowledge. The knowledge base materials the employee uses.
- Tools. What the employee has access to: conversations, files, email, calls, the catalog, analytics.
- Autonomy. What it does on its own and what only after approval.
- Channels. Where the employee replies to clients.
- Test. A test conversation with no effect on clients.
- Launch. The employee starts working.
By conversation
Instead of the wizard, you can click Set up by conversation and describe the employee you need. LineOnMe AI will suggest a role, instructions and permissions, and you confirm or adjust them.