How to create your first AI worker

In Ageentiq, a digital worker is an AI agent with a single job: answering your WhatsApp and selling, booking appointments, coordinating deliveries or designing your posts. You don't build it by filling in forms. You ask your main worker for it, in a chat, in your own words.

Who the Principal is

When you finish creating your account, the first screen is the chat with your main worker, the Principal. It always shows first in your chat list.

• It doesn't serve your customers.
• It sets up the other workers, each with a single job, and coordinates them.
• It greets you with your goal and your map, and suggests where to start.

In its own words: "I don't do everything myself: I set up the other workers, each with a single job, and I coordinate them. Tell me what work you want off your plate."

Step 1: tell it what work you want off your plate

You have two paths. Both end the same way: a new worker, ready to learn.

Path A: tap one of its options

The Principal shows you a card with options. The one that fits your business best is marked Recommended.

Option	What it does
Sales funnel	Serves your customers on WhatsApp, answers their questions and closes the sale
Appointments	Offers your free slots, books without overlaps and sends reminders
Logistics	Takes ready orders, assigns a courier by zone and tracks each delivery
Graphic designer	Creates the images and copy for your social media with your product photos

If you don't see what you need, type it in Write your own answer.

Path B: describe it in your own words

Write to the Principal what you need, the way you'd tell a person. For example:

• "I need someone to answer my gym's WhatsApp and book trial classes."
• "I want someone to follow up with customers who asked and didn't buy."

The Principal sets up the worker right away. If you ask for something the platform doesn't do, it gives you a heads-up. For example, workers don't make phone calls, don't make videos and don't post on social media without a person's approval.

What happens next

The new worker is born with a name (for example, Sofía for sales or Clara for appointments). If you want another one, tell the Principal: "call her Valentina".

The Principal leaves you a card with Open its chat and, if the worker serves customers, Connect its WhatsApp.

Another way: in the + at the top of your chat list, click Create a new worker. A blank worker is born and asks you "What would you like me to help you with?". You tell it its job and it sets itself up.

Step 2: teach it your business in its chat

Go to the new worker's chat with Open its chat. It tells you what it needs to know. For a sales worker, for example: what you sell, at what price and how you deliver.

You can teach it in several ways:

• Paste the link to your website or online store.
• Send photos of your menu or catalog.
• Send the PDF of your menu or price list.
• Write it, the way you'd explain it to a new employee.

Before saving, it shows you what it's going to save. If it's right, click Save or reply "yes". If something is wrong, tell it and it fixes it.

The same works later for any change: "from today delivery costs 6,000" or "on Sundays we open at 10". It shows you how it will look and only saves it once you confirm.

More detail in Upload your catalog or menu and How to write the manual.

Step 3: put it to work

On the worker's profile there's a checklist that says how many steps are left before it starts answering:

1. Try them yourself first. Click Open test chat and talk to it as if you were a customer. It's a test chat nobody else sees. If it answers something wrong, click Teach them something and fix it in your own words.
2. Choose where they answer. Connect your WhatsApp. See how in Connect WhatsApp.
3. Turn them on. This step only shows up if the worker is off. When it's off, it doesn't answer anyone, even with a channel.

When nothing is missing, the checklist goes away. Its conversations show up in the Inbox.

Where to see and adjust your worker

Almost everything can be changed by talking in its chat. But each worker also has a profile with sections, in case you prefer to see it all together:

• The basics: Overview, Identity and Channels.
• How they work: Training (its manual), Knowledge (documents), Catalog and Routines, among others.
• Payments and delivery: Payments and Delivery.
• What they say: Messages and Ask for help.

You can also find all your workers under My account > Your business > Workers.

Your team, every day

• Every morning at 8, the Principal writes to you in its chat: what moved on your map, what's pending and one action for today. If you want a different time, or no message, just tell it.
• You can add more workers whenever you want. Ask the Principal, each with its own job.
• You can create group chats with people and workers to split up the work.

Next step

To let your worker serve real customers, continue with Connect WhatsApp.