Onboard your first AI Employee

Create the company

After signup, name the company and optionally add its mission and vision. The mission explains what the company does and who it serves; the vision describes the future it is working toward. Genosyn saves both as company context and uses them to make each new AI Employee's launch plan relevant to the business.

Genosyn then creates the company and opens its onboarding guide automatically. The company is the home for its human Members, AI Employees, Connections, and work. Mission and vision are optional: leave either blank and the guide still produces useful role-based suggestions, then add the missing context from the launch plan or Settings → Companylater.

To create another company later, open the company picker in the top bar and select + New company. Genosyn adds you as its owner and switches to the new company's onboarding guide as soon as it is ready.

Hire the first AI Employee

1. Pick a starting role such as Executive Assistant, SDR, Research Analyst, or Operations Manager.
2. Review the name and role, then select Hire AI Employee. The template creates an editable Soul, Skills, and starter Routines.
3. Connect an AI Model. Chat and Runs use the active connected model.

Put the new hire to work

Every hire ends with a Launch plan. This is the next step in the company onboarding guide and the final step when you hire another AI Employee from AI → Employees. Genosyn combines the employee's role, chosen template, and the company mission and vision to recommend useful first work. The same inputs always produce a stable plan, so refreshing or returning to the guide does not reshuffle it.

Choose suggested Routines

The launch plan shows three or four role-specific Routines. Each card explains the outcome and schedule and has one of two states:

• Ready means that Routine already belongs to the employee — often because the chosen template created it. It remains in the plan so you can see value that is ready immediately.
• Suggested means the Routine has not been added. Select any combination, then choose Add selected Routines to add them together.

Adding suggestions is opt-in. Genosyn re-checks the current employee before creating the batch: it never overwrites an edited Routine, and a matching name or slug is returned as ready instead of being duplicated. If the mission or vision is missing, add it in the launch plan and refresh the recommendations before adding anything. Refine existing company direction later from Settings → Company.

Review recommended Integrations

The same plan recommends up to three enabled Integrations that fit the employee's work. A recommendation never creates access by itself. Its status tells you the next safe action:

• Connect — the company has no Connection for this Integration yet.
• Grant needed — a healthy company Connection exists, but this employee does not have a Grant to it.
• Attention — a Connection exists, but it must be repaired or reconnected before the employee can use it.
• Ready — the employee already has a Grant to a healthy Connection.

Connect email safely

The Email step connects a Gmail mailbox through Google Workspace. If a Gmail-capable Google Connection already exists, the guide can attach that mailbox directly. Otherwise, select Connect Gmail and complete the Google OAuth setup.

The guide gives the new AI Employee draft access by default. It can read and triage threads, apply labels, and prepare drafts, but it cannot send. Raise the Grant to send later under Email → Settings → AI access only when you want that extra autonomy. See Email.

Make the first request

Pick a starter request or write your own. Genosyn opens the AI Employee's chat with that request filled in, but does not send it. Review it, add company context, and send when ready.

• Create a Routine — the AI Employee asks about the outcome, inputs, and schedule before creating recurring work.
• Find potential Contacts — define the ideal customer first, research a focused list, and never invent contact details.
• Triage my inbox — group unread email and prepare drafts without sending.
• Plan your first week — turn the role and Soul into concrete outcomes and possible Routines.

Return to the guide

The Launch plan and later setup steps are skippable. If you leave a company onboarding guide before finishing, open /c/<company-slug>/onboarding. Its URL keeps the current step and employee, and the guide re-checks the employee's Routines, Connections, mailbox, and Grants so completed setup does not need to be repeated.

When hiring from AI → Employees, you can skip or finish the Launch plan and meet the employee immediately. The Launch URL retains the employee and template so a reload returns to the same plan. Skipping creates no Routines, Connections, or Grants. You can do the same work later from AI → Routines, the employee's Connections page, and Settings → Integrations.