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Digital employees explained

A digital employee is a teammate you hire to do real work — you ask, they go away and do it, then they come back and report what they did. This page explains what that teammate actually is, so the rest of the Portal makes sense.

Think of it like onboarding a new colleague

Section titled “Think of it like onboarding a new colleague”

When you bring a new person onto a team, you don’t write code or flip switches. You tell them what their job is, point them at the things they’ll need, and trust them to get on with it. A digital employee works the same way.

You hire a teammate, tell them about your work, and from then on you ask them for things — “draft this week’s newsletter”, “look up these three competitors”, “tidy up last month’s invoices”. They take the request, do the work, and come back with a result you can review.

A teammate's profile — their role, the way they work, and what they're good at.

That profile is the equivalent of a colleague’s job description. A breakdown of what you’re looking at:

  1. Name and role — who they are and what they’re responsible for (for example, a marketing teammate or a bookkeeping teammate).
  2. A short summary — the way they work and what they tend to focus on.
  3. What they’re good at — the tools and skills they can draw on.

Every teammate has a role — the slice of your business they own. One looks after marketing and content, another after the books and compliance, another after building things. Some teammates lead: a company usually has a lead teammate (a CEO-style coéquipier) with others reporting in, much like a small team with a manager.

Each teammate also has a way of working — a personality and a set of habits that shape how they approach a task. Two teammates handed the same job won’t do it identically, just like two people wouldn’t.

To get real work done, a teammate can reach for tools and follow skills.

A tool is something a teammate can use to act in the world — looking something up, drafting a message, or checking a fact. A skill is a saved how-to your teammate can follow — a reliable recipe for doing a particular job well, so they don’t have to figure it out from scratch every time.

This is the part that makes a team more trustworthy than a single helper: your teammates review each other’s work before calling it done.

When one teammate finishes something, another looks it over — checking it’s accurate, on-brand, and actually complete — before it counts as finished. Think of it as a built-in second pair of eyes. Nobody marks their own homework.

A chatbot answers a question and stops. A digital employee acts and reports.

A chatbot

You ask, it replies in the chat, the conversation ends. Nothing happens unless you copy the answer somewhere and do it yourself.

A digital employee

You ask, it goes and does the work — drafting, looking things up, preparing the result — then comes back and tells you what it did and what’s left to decide.

So when you ask a teammate to “draft the client email”, you don’t just get advice on writing emails — you get the drafted email, ready for your review. And nothing leaves your workspace without your say-so: Ask before sending is ON; nothing goes out without your OK.