Employee OSYour AI workforce — explained in detail
Employee OS is not a chatbot sidebar. It is a full execution layer: Taylor (your COO) coordinates six specialists, turns your business plan into a task checklist, and runs outreach only after you approve.
Full office
You want the whole virtual company — research, sales, ops, and Taylor coordinating.
Step 1 → click **Full office** → **Save workspace**. All tabs unlock.
Department
You only need one function — e.g. Sales or Research.
Step 1 → click **Department** → pick department chips → **Save workspace**.
Employee / team
You want to work with one or two specific agents only.
Step 1 → click **Employee / team** → select agent names → **Save workspace**.
The Office
Your daily operating rhythm — clock in, standup, execute tasks, sync agents, deliver outputs.
Click path- Add Priorities today (one goal per line).
- Click Clock in → Standup → Next task to advance phase by phase.
- Or click Run full office day to run the entire cycle at once.
- Click Build checklist from plan to turn your business plan into a task board.
Output: Task board with assignees, status, and downloadable artifacts per task.
Tasks & approvals
Human-in-the-loop gate before anything goes external — emails, LinkedIn posts, CRM writes.
Click path- Click Build checklist from plan if the queue is empty.
- Toggle Auto-approve external actions if you trust the agents to send without review.
- For each pending item, click Approve, Retry, or Skip.
- Click Approve & run next to process the queue in order.
Output: Approved outreach, CRM updates, and research deliverables with audit trail.
War room
See agents debate strategy and sync on complex decisions before executing.
Click path- Open War room after tasks have run at least once.
- Read the Team channel for agent-to-agent messages.
- Click Run team debate sync to trigger a fresh strategy discussion.
Output: Shared channel log — who said what, when, and which decision was taken.
Command center
Bird's-eye metrics — open tasks, completions, roster status, company-wide cycle.
Click path- Open Command center to see live metrics (tasks open, done, failed).
- Review Team status for each agent's workload.
- Click Run full company cycle to orchestrate all departments in one pass.
Output: Metrics dashboard + roster snapshot updated after each cycle.
Agents & team
Chat directly with any AI employee — research, outreach, automation, deck design.
Click path- Click an agent name (e.g. BD and Outreach) to open their chat.
- Click a starter prompt chip or type your own instruction → Send.
- Under Team and hiring, click Hire {role} or fill a custom name + role → Add to roster.
Output: Chat transcripts, file artifacts, and a growing team roster per project.
Integrations
Connect the keys and apps agents need before they can work.
Click path- Add Perplexity key (research & lead search) and an LLM key (OpenAI / Anthropic) → Save API keys.
- Click Connect with Gmail, LinkedIn, or HubSpot for OAuth.
- If OAuth is not configured, paste manual tokens under Manual tokens → Save.
Output: Green setup checklist items — agents unlock once LLM + optional OAuth are ready.
Research Analyst
Deep-dives on competitors, TAM, and follow-up questions from your report.
Strategy Associate
Turns research into positioning, ICP, and GTM recommendations.
Report Writer
Polishes deliverables into investor-ready memos and summaries.
BD and Outreach
Builds lead lists, drafts emails, and queues LinkedIn outreach.
Automation Engineer
Wires CRM syncs, inbox rules, and recurring workflows.
Deck Designer
Structures pitch slides and one-pagers from your plan data.
Taylor — Team Leader (COO)
Taylor sits above the agents. She reads your setup checklist, surfaces notifications, and offers one-click actions: Approve all external, Retry failed, and Run next task. When you run The Office day, Taylor mentors each phase and posts notes on the task board.
Open Employee OS