---
title: Create and manage AI employees
description: Configure an employee's responsibilities, resources, tools, and availability.
lastVerified: 2026-10-23
---

# 3.4 Create and manage AI employees

Manage your AI employees on the Employees page. Before creating one, define what it is responsible for, what it should deliver, and what it must not do on its own.

An AI employee is a lasting identity with responsibilities, skills, employee memories, knowledge scope, and permissions. In the [current release](https://docs.teloa.ai/v/0.2.10/markdown/en/guides/native-capabilities.md), it can organize a task team for the current task. Task assistants are temporary members: they do not automatically become employees or appear in the employee roster, and they cannot gain additional permissions. You create and manage employees; temporary delegation does not change their identities. See [Collaboration concepts](https://docs.teloa.ai/v/0.2.10/markdown/en/concepts/people.md).

## Create an employee

[![Three example employees and the default twin. Status and responsibilities come from actual records.](https://docs.teloa.ai/v/0.2.10/assets/screenshots/en/team-024.460a59cf33c9.png)](https://docs.teloa.ai/v/0.2.10/assets/screenshots/en/team-024.460a59cf33c9.png)

*0.2.4 actual interface with example data. Three example employees and the default twin. Status and responsibilities come from actual records.*

On the **Employees** page, choose **Add AI employee** and describe the role in Markdown. The current business is carried into the draft. Prepare the description in a conversation, review the resulting employee draft, then confirm creation. Preparing a description does not create an employee, grant tools or start work. For example:

```text
Organize the public materials I provide and produce a summary with sources.
Distinguish facts from inferences. List open questions where evidence is missing.
Do not send messages, publish content, or modify external systems.
```

New employees you create directly start active. Employees created from industry resource packages start paused. Review their resources and permissions before making them active.

If an older form has an unsubmitted draft, use its recovery entry to continue it. New employee creation uses the Markdown entry above.

[![Describe responsibilities, sources and boundaries in Markdown. The shown draft has not been continued or submitted.](https://docs.teloa.ai/v/0.2.10/assets/screenshots/en/employee-create-024.d5c8f0263fea.png)](https://docs.teloa.ai/v/0.2.10/assets/screenshots/en/employee-create-024.d5c8f0263fea.png)

*0.2.4 actual interface with example data. Describe responsibilities, sources and boundaries in Markdown. The shown draft has not been continued or submitted.*

## Link capabilities and materials

Open the employee's details and check ongoing work first. Edit the name, avatar and role mission from the edit button at the top of the details (finish related work before changing responsibilities). For business scope, materials, skills, tool access or run settings, pause the employee under **… > Employee management**, then choose **Edit responsibilities and scope**. A paused employee does not prove that all tasks already in progress have stopped.

Configure the required skills, materials, and tools. A visible resource may not yet be linked, and a linked resource may not have execution permission. Check each item using the feedback on the page, then resume the employee.

## Talk to an employee

Choose **Message** at the top of the employee's details (“Chat with it” on each row of the employee list also works). The current release supplies the role definition to the model as background context. You can ask your question directly without first sending a role description. The conversation history retains the message you actually sent. If this employee has local retrieval configured, the chat searches within that employee's role material scope; other people's materials on the same device are not pulled in just because the device is shared. If you get no results or a permission message, check the employee's material links and the retrieval model state; see [Prepare and use materials](https://docs.teloa.ai/v/0.2.10/markdown/en/guides/knowledge.md#enable-local-indexing-and-search).

After a role edit, subsequent requests use the current definition. Pausing stops new assignments and allows configuration changes; history and conversation remain available. If the employee is retired or the conversation link changes, follow the page guidance to select the conversation again. Role context grants no additional tool or material permissions.

## Activate, pause, and retire

| Action | When to use it |
| --- | --- |
| Make active again | Configuration has been verified and the employee may receive new work |
| Pause | Temporarily stop accepting work, or adjust the employee and its tool configuration |
| Retire | Stop using this employee; first check related work and the guidance on the page |

After saving, test with a small task that does not write to an external system. If it fails, check the run configuration, material scope, and tool permissions. Granting every permission is not a general fix.

[![The example employee profile drawer.](https://docs.teloa.ai/v/0.2.10/assets/screenshots/en/employee-detail-024.3b22e615fb49.png)](https://docs.teloa.ai/v/0.2.10/assets/screenshots/en/employee-detail-024.3b22e615fb49.png)

*0.2.4 actual interface with example data.*

## Template development and sharing

To reuse this role, follow [Develop employee templates](https://docs.teloa.ai/v/0.2.10/markdown/en/develop/employees.md). Use [Sharing and receiving](https://docs.teloa.ai/v/0.2.10/markdown/en/guides/sharing.md) for offline JSON, online links, review, revocation and receiver setup. Importing a template does not inherit the publisher’s accounts or grants.