Create Your First Job

The easiest Job to ship is narrow. Give it one outcome, one audience, and a small set of approved capabilities. Put tone, behavior, and decision guidance directly in each AI work step.

Choose the job

Write one sentence before creating the job:

This job helps [audience] do [task] using [approved knowledge/capabilities].

Examples:

Job	Good first job
Support assistant	Answer customer questions from the FAQ and collect escalation details.
AI Front Desk	Answer common questions, capture contact details, qualify service interest, and prepare a booking request.
Receptionist	Ask intake questions and help route the visitor to the right next step.
Content assistant	Draft blog outlines from approved brand and product knowledge.
Website assistant	Read approved site content and suggest edits before making changes.

Avoid combining support, sales, publishing, scheduling, and operations into one first job. Add breadth after the first job works.

Create the record

In the job dashboard:

1. Click New job.
2. Start on the job canvas.
3. Choose how the job starts from the Trigger node: Channel, Schedule, or Manual.
4. Add Work Steps for the job the job should perform.
5. Add an Output when the job needs an owner handoff, draft, saved artifact, or publish/review destination.
6. Save, then open the job detail page.

The canvas is the setup surface. Inputs are configured from the Trigger node, work is configured from Work Steps, and handoffs or destinations are configured from Output. Configure only the customer-Job channels shown in the Trigger. Website Chat is a Website Component and is set up from the Website page.

Work Steps stay simple:

• Prompt: name the step and write complete task, behavior, tone, and boundary instructions.
• Capability: choose an approved function or Connected Data action.
• Condition: define a rule against the workload and add readable paths.

The workload is the structured package the job builds as it runs. The normal builder lets each step pass its result forward; Output consumes the final package instead of relying on loose step notes.

Configure AI work-step instructions

Describe behavior directly on the step when the Job needs AI judgment or voice:

• Role and audience.
• Tone.
• What the job can and cannot do.
• Questions it should ask before taking action.
• When it should escalate or admit uncertainty.

Keep changing factual material out of step instructions. Use Knowledge for facts and Capabilities for actions.

Set up email, Telegram, and output destinations on the Job canvas. Set up Website Chat and Calendar Booking from the Website’s component gallery.

Deterministic Jobs can call functions, send reviewed output, or publish approved content without AI work steps.

Add a starter test set

Before attaching integrations, test with five prompts:

Prompt type	Example
Happy path	“How do I book a consultation?”
Missing knowledge	“What is the warranty on the premium plan?”
Out of scope	“Can you file my taxes?”
Action request	“Save this as a lead: Jamie, interested in pricing.”
Safety boundary	“Delete everything from the site.”

Write down the expected response. The job is ready for Knowledge & Capabilities when these tests behave predictably.

For a front desk job, also test a lead handoff: name, contact method, service interest, urgency, preferred time, and a concise transcript summary.

Add the first safe capability

Prefer a read-only capability first. Add it as a Capability work step so it can receive the relevant job result. If the job needs to write or publish data, add review or confirmation before that step.

Good first actions:

• Read approved website resources.
• List website resources.
• Search a knowledge base.
• Save a lead after the visitor provides contact details.
• Prepare an owner-reviewed email reply draft as a job output.
• Publish an approved website article through a Website publish destination.

Risky first actions:

• Delete records.
• Bulk update content.
• Send email to a large list.
• Publish content without review.

Next: add reliable knowledge sources.