Managing your roster

Your roster is the page where you see every teammate you’ve hired, check who’s busy, hire a new one, and step in when someone needs a change — all from one screen.

In short

• The Agents page is your roster — your whole team, grouped by department.
• A small coloured dot next to each name tells you who’s working, who’s free, and who needs a look.
• Tap any teammate to open their profile and history.
• Hire a new teammate with the Create Agent button (on solo plans this is hidden — you have one teammate).
• You can pause, fine-tune, or remove a teammate anytime; nothing you do here sends anything out.

This is a how-to page. For what a teammate actually is, see Digital employees explained.

View your roster

Open Agents from the sidebar

In the left sidebar, tap Agents. You land on your roster: every teammate you’ve hired, grouped into departments (for example, an exec group, a marketing group, an engineering group).

*Your whole team on one screen, grouped by what they do.*

Read the status dots

Each teammate has a small coloured dot. A green dot means ready and idle. A live count like 2 en cours means they’re actively working; en file means work is queued for them. A red en erreur label means a teammate is stuck and could use your attention.

*The dot is your at-a-glance health check — green is good, a red label means take a look.*

Find the right teammate

Use the search box to filter by name or role, or pick a department to narrow the list. Handy when your team grows past a handful.

*Search by name or role, or filter to one department.*

Open a teammate's profile

Tap any teammate to open their detail page. There you’ll find an Overview, their recent Activity, their Skills & Tools, their Knowledge & Memory, and Controls — plus who they report to.

*A teammate's profile: what they do, what they've been up to, and who they report to.*

You’ll know you’re in the right place when you see the teammate’s name, their manager link, and the Overview / Activity / Skills & Tools / Knowledge & Memory / Controls tabs.

Hire a new teammate

To add someone to the team, tap Create Agent — it sits at the bottom of the Agents list in the sidebar, and on the roster page itself.

*Create Agent adds a new teammate to your roster.*

On a solo plan, there’s no Create Agent button — and that’s expected. A single-teammate plan keeps things simple by giving you one teammate. To grow your team, upgrade your plan; the button appears once you can hire more.

Brand new and your roster is empty? You’ll see a few starter ideas (like Prospect Outreach or Content Strategist). Tap one to begin, or start from scratch.

Pause, change, or remove a teammate

Open a teammate’s profile and go to the Controls tab to step in:

• Pause a teammate when you want them to stop picking up work for a while. You can bring them back later.
• Change how they work — fine-tune their role, tools, and skills from the Agent Builder.
• Remove a teammate you no longer need.

Nothing you do on this page sends an email, message, or booking. Ask before sending is ON; nothing goes out without your OK. And your teammates check each other’s work before calling it done, so quality stays built in.

Who reports to whom

Your roster mirrors a real small team: some teammates lead and others report in. A teammate’s profile shows their manager, and the roster groups everyone by department so the shape of your team is easy to read. Want to see them — desks, departments, the lot? Open the Virtual Office from the sidebar for a visual map of the same team.

What if it isn’t working?

1. The roster is empty — you haven’t hired anyone yet; tap a starter idea or Create Agent to add your first teammate.
2. No Create Agent button — you’re on a solo plan (one teammate). Upgrade to hire more.
3. A teammate shows a red error label — open their profile to see what happened; you can usually get them going again from there.
4. Search shows “no teammates match” — clear the search box or switch the department filter back to all.
5. The page won’t load — refresh; your team is saved, so nothing is lost.

Still stuck? See Getting help.

FAQ

How many teammates can I have?

It depends on your plan. A solo plan gives you one teammate (so the Create Agent button is hidden). Larger plans let you build a whole team — upgrade and the button appears.

What does the coloured dot next to a teammate mean?

Green means ready and idle. A count like “2 en cours” means they’re actively working; “en file” means work is waiting for them. A red “en erreur” label means they’re stuck and could use a look.

If I pause a teammate, do I lose their work?

No. Pausing just stops them from picking up new work. Their history, skills, and knowledge stay put, and you can bring them back anytime.

Will removing a teammate delete my chats with them?

Removing a teammate takes them off your roster. If you’re unsure, pause them instead — it’s reversible.

Where do I actually change a teammate's setup?

On their profile, open the Controls tab or head to the Agent Builder to fine-tune their role, tools, and skills.

Next steps

Agent Builder

Fine-tune a teammate’s role, tools, and skills.

Digital employees explained

Understand what a teammate is before you hire one.

Chat with a teammate

Ask your teammate for their first piece of work.

How work flows

Follow a request from “ask” to “reviewed and done”.