Creating your first AI co-worker

AI co-workers are persistent AI teammates that join your workspace. This guide shows you how to create your first one, connect the data and tools it needs, and start chatting.

Create from chat

Open a new chat and describe the co-worker you want. Play handles the rest.

Examples:

• "Create an AI co-worker named Scout who qualifies inbound leads based on our ICP"

• "I need a co-worker called Vera who helps my finance team build and review budgets"

• "Make me a co-worker that monitors our support tickets and drafts responses"

Play will create the co-worker with a name, role, goals, instructions, and personality based on your description.

Create from the Coworkers page

Go to the Coworkers section in the sidebar and create a new co-worker from there.

What to define

When creating a co-worker, you’ll set:

• Name - What your team calls them (e.g., Scout, Marcus, Vera)

• Role - Their job title (e.g., Sales Development Rep, Budget Strategist)

• Goals - What they should achieve

• Instructions - How they should behave, what to prioritize, how to communicate

• Character - Their personality traits

Don’t overthink it. You can refine all of these later.

Connect tools and data

After creating your co-worker, give them access to what they need:

• Integrations - Connect tools like Slack, Google Sheets, or Stripe so they can read data and take actions

• Collections - Link your data tables so they can query and update records

A co-worker without connections can still chat, but they become much more useful with access to your team’s real data and tools.

Start chatting

Once created, your co-worker appears in the sidebar under "Coworkers." Click their name to start a conversation. You can also tag them in any chat to bring them in.

Try it: Open a new chat and type "Create an AI co-worker that helps my team with [your biggest recurring task]."