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Your First Virtual Employee

Hiring your first AI team member is a milestone. On Agntic, the whole process takes under 10 minutes: from your first conversation with Tenma to your worker’s first live call.
Time required: Under 10 minutes
What you need: An active Agntic account. Sign up at agntic.ai if you haven’t yet.

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The Recruitment Lifecycle

Every Digital Worker follows the same five-stage journey. The five-stage recruitment lifecycle: Interview with Tenma, Pending, Review Interview Notes, Hire & Approve, and Active. Shows who acts and what happens at each stage.

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Step-by-Step Guide

1

Open the Recruitment Console

Log in to agntic.ai. You’ll land on your personal workforce dashboard.In the centre you’ll see the Hire a new team member panel. Click the phone icon to start a live conversation with Tenma, your AI Recruiter.Your existing Digital Workers appear in the Your Team panel on the right.
Agntic dashboard showing the Hire a new team member panel with a phone call button and the Your Team sidebar listing Sophia as Pending and other workers as Active
Think of Tenma like a staffing agency intake coordinator. The more specific you are about the role, the stronger the hire.
2

Complete the Interview with Tenma

Tenma leads you through a structured voice interview, typically 3–5 minutes. Be ready to describe:
  • Your business: what you do, your industry, and who your customers are
  • The role: what types of calls or enquiries your Digital Worker will handle
  • Personality: the tone you want (e.g. warm and friendly, crisp and professional)
  • Key knowledge: business hours, FAQs, pricing, products, and policies
  • Boundaries: what the worker should never say, promise, or discuss

Tenma’s recruitment interview. Respond by voice or text. Tenma continues until it has everything it needs to draft the Interview Notes.

When Tenma is satisfied, it ends the conversation with a confirmation like:
“Great! We’ll put together the scope of work and have it ready for your review. You’ll be able to tweak everything before you approve.”
Specificity wins. Here’s an example prompt that works well:“I run a dental clinic in Austin. I need someone to answer calls, confirm appointments, explain our pricing, and direct emergencies to our on-call line.”The more concrete detail you give, the stronger the hire.
3

Refresh the Dashboard (Pending)

After the interview ends, Agntic processes the transcript and generates your worker’s Interview Notes in the background.Refresh the page. Your new worker will appear in the Your Team sidebar with a yellow Pending badge, with their Interview Notes ready to review.
The dashboard doesn’t update automatically after the interview. A manual page refresh is required to see your new worker appear.
4

Review Interview Notes

Click on your Pending worker in the Your Team sidebar. This opens the Review Interview Notes screen.A three-step progress bar at the top shows where you are: Interview ✓ → Review Notes → Hire.Review everything Tenma captured from your conversation:
SectionWhat It Covers
Who is [Name]?Worker’s name, identity, and voice
Who do they work for?Your company, industry, and business context
What will [Name] do?Responsibilities and scope
What are the rules?Boundaries and escalation behaviour
What do they know?Pre-loaded knowledge (recommended; can add after hiring)
Click the Edit button next to any section to correct it. You can revise as many sections as you need before signing off.
Review Interview Notes screen showing the Interview → Review Notes → Hire progress bar, editable sections for Who is Sophia, who they work for, responsibilities, and rules, with the Hire Sophia button at bottom right
When everything looks right, click Hire [Name] in the bottom-right corner. Your worker enters Processing, which typically takes 2–5 minutes before they go Active.
This is your last easy chance to review before build. You can still edit after hiring, but your worker will briefly reprocess.
5

Your Worker is Approved

The moment you click Hire, your worker is approved. A confirmation modal appears:“Welcome aboard, [Name]!”From here you can:
  • Click Equip [Name] to go straight to their profile and set up channels
  • Click Back to Dashboard to return and equip them later

The Welcome modal. Your worker is approved and Active. Click Equip to set up their channels, knowledge, and tools.

6

Equip Your Worker

Your worker’s profile opens in Contract view, a clean read of their full Employment Contract. Use the toggle in the top-right to switch between views:

Contract View

A formatted read of the Employment Contract. Expand any section to see the details, then click Edit to jump to the edit form.

Form View

The full editing interface, organised into tabs: Identity, Context, Responsibilities, Boundaries, Knowledge, Tools, Channels, Monitoring.
Worker profile in Contract view showing the Employment Contract for Sophia at Bella Napoli with version badge and collapsible sections for Who is Sophia, Who do they work for, What will they do, What are the rules, and What do they know
Worker profile in Form view showing the Identity tab with Sophia's avatar, name field, and position description as reservations host for Bella Napoli. Tab bar shows Identity, Context, Responsibilities, Boundaries, Knowledge, Tools, Channels, Monitoring
To go live, click the Channels tab and connect a work channel:
  • Phone: click Add Phone Channel to provision a local number. Your worker answers every incoming call.
  • Email: click Add Email Channel for a professional email address for activity reports.
  • Website Chat: click Show Embed Code to embed a live chat widget on your site.
Channels tab showing three connection options: Website Chat with Show Embed Code button, Phone with an active Australian number, and Email with an active address. Team Member ID is shown at the top for integrations.
The moment a channel is connected, your worker is on shift.
7

Make a Test Call

Call the number you just provisioned. Your Digital Worker answers immediately.Test with the questions your real customers ask most often. If anything sounds off (wrong tone, missing information, an awkward response), go to Form → Responsibilities or Form → Knowledge and make updates. Your worker will briefly reprocess and come back stronger.
Role-play as a difficult customer. If your worker handles a complaint or an unusual question gracefully, you’re ready for live traffic.

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Your Worker is Live. What’s Next?

Set Up Phone Support

Configure call handling, transfer rules, and voicemail for your Digital Worker’s phone channel

Onboard a Client

If you’re a Reseller, learn how to recruit Digital Workers on behalf of your managed clients

Understand the Lifecycle

A deeper look at how Digital Workers move through each status stage

Review Billing & Usage

See how minutes are consumed and how to read your usage report

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Frequently Asked Questions

On the Review Interview Notes screen, click Edit next to any section before clicking Hire. If you’ve already hired, open the worker’s profile and switch to Form view. Each tab has editable fields. The worker will briefly reprocess with the updated details.
Yes. Each worker handles a distinct role. You might recruit one for inbound sales enquiries and another for appointment bookings. Each has their own Interview Notes, personality, and channels. All workers appear in your Your Team panel.
Your Digital Worker consumes minutes from your plan whenever they’re on an active call. Monitor usage in real time from the dashboard. If you run low, top up or upgrade your plan without interrupting your worker’s shift.
This banner appears when your account has a billing issue. Your worker’s status is still Active, but their channels are suspended.Common causes:
  • Trial period expired
  • Credit card payment failed
  • Subscription cancelled
To fix: Go to Billing in your dashboard and update your payment method. Channels resume automatically once payment is confirmed.
Yes. Your Reseller has already set up your account and allocated minutes to you. Log in with the credentials from your invitation email and follow the steps above. If you need more minutes or workers, contact your agency.