Hire your first agent

Hiring an agent in Workasso is like hiring a person: you pick the role, run onboarding, train it, and only then put it to work. The whole flow takes a few minutes.

1. Sign up

Create your account at app.workasso.com. Start with Customer Support, which is available on the free plan.

2. Hire a role

Choose the agent you want to hire. Each role is its own subscription — you hire only what you need. The agent starts with the onboarding status.

3. Onboarding

The onboarding wizard asks for the essentials the agent needs to work:

• Your company name and a description of your business (required for Customer Support).
• The channel it will handle (email, WhatsApp, or both).
• The role’s integrations (for example, Sentry for the Support Engineer).

4. Training

Once onboarding is done, the agent moves to training. You chat with it at /agents/[id] and teach it what it needs to know: tone of voice, policies, FAQs, and what it can and can’t do. Each lesson is compiled into how it behaves. See Training your agent.

5. Activate

When you’re happy with it, activate the agent. The status changes to active and it starts processing inbound work — always producing drafts for your approval.

onboarding → training → active

Note

An agent only processes messages when it’s active. If nothing is happening, check its status first.

Next: Connect your email inbox.