Onboard your first AI Employee · Genosyn Docs

1. Set your company direction

After signup, fill in Company name, Mission, and Vision, then choose Create company and continue. A sentence for each is enough:

• Mission: what you do, for whom, and why it matters. For example, "Help small shops keep accurate stock without spending their evenings on admin."
• Vision: the future you want to build. For example, "Every independent shop can run as confidently as a national retailer."

Both are required before hiring an AI Employee. If you created a company earlier without them, the guide opens What is your company here to do? first. Fill in both fields and choose Save and continue. You can refine them later in Settings → Company.

The company is home to its Members, AI Employees, Connections, and work. To create another one later, open the company picker and choose + New company.

The setup guide

The guide shows four steps: Company, AI Employee, Routines, and Email. Your company direction is already saved when you arrive from signup, so you can move straight to hiring. You can return to earlier steps to make changes.

2. Hire and connect an AI Employee

1. Under Hire your first AI Employee, pick a starting role or enter your own Name and Role. Starting roles include Executive Assistant, Sales Development Rep, Research Analyst, and Operations Coordinator.
2. Choose Hire AI Employee. A role template provides a Soul — their written constitution — and Skills describing how to do the work. Hiring does not automatically schedule Routines.
3. Connect an AI Model. Genosyn discovers the models available to the connected account and selects a suitable default. You can review the choice. Connecting automatically tests a real response so an invalid key, unavailable model, or unusable account is reported immediately.
4. When the model is ready, choose Choose Routines.

Genosyn supports Claude through an Anthropic API key, OpenAI API keys, and custom OpenAI-compatible endpoints. Eligible ChatGPT subscription access is also available on trusted single-tenant installs. Credentials are encrypted when stored. See AI Models for the available connection methods.

3. Choose Routines that support your mission

A Routine is work an AI Employee does on a schedule. Genosyn suggests responsibilities that fit their saved role, then uses your company mission and vision to prioritize them. Changing the role changes the suggestions; a company focused on sales does not turn a Software Engineer into a salesperson.

Every suggested Routine includes the role, mission, and vision in its instructions, along with its outcome, inputs, and schedule. An unusual role gets general planning and review suggestions scoped to that employee's responsibilities.

1. Review the suggested Routines and their schedules. Select only the recurring work you want to start; you can select up to five at once.
2. Choose Schedule N Routines and continue to create your selections and move on.
3. To leave recurring work for later, choose Continue without adding them when a selection is active, or Continue to email with nothing selected.

This step creates only selected Routines. They start on their displayed schedules and use your AI Model. A Routine already added is marked Scheduled and cannot be duplicated. You can read each Run and change or disable schedules in AI → Routines.

The screen also suggests relevant Integrations. A Connection is one account your company connects; a Grant is this employee's access to it. Cards indicate whether to connect, grant access, repair an existing Connection, or continue with one that is ready. These are optional and do not create access merely by being recommended.

4. Optionally connect email

Enter the mailbox address. For Gmail and Google Workspace, choose Continue with Google and sign in with Google. Gmail uses OAuth only; there is no Gmail password or IMAP setup. If Google sign-in is not configured on your install, the screen explains what the administrator must enable.

Other mail services use their own connection details. If a mailbox is already connected, choose Grant draft access. A newly connected mailbox also grants draft access to this employee.

Draft access lets the employee read and triage mail and prepare replies. You press Send. Change access later in Email → Settings → AI access. See Email for the full connection and access options.

Choose Skip email for now to finish without a mailbox, or Finish setup once email is ready.

Review setup and start working

The summary reports your AI Employee, model connection, scheduled Routines, next Run, and actual email access. It reads saved state, so it also reflects changes made outside the guide. Choose Go to Home or Give {name} a first request.

The optional first-request screen offers examples or lets you write your own. Choosing one opens chat with the text filled in for you to review and send. You can also use Back to summary.

Leave and come back

Your saved work stays in place. While company direction or a connected AI Model is missing, Home offers a setup banner that returns to the next required step. Routines and email are optional. You can also reopen /c/<company-slug>/onboarding directly.

Hiring later from AI → Employees → Hire AI Employee uses the same company direction requirement and Routine suggestions. See AI Employees to review the Soul, Skills, and connections after setup.

Once employees are working in your repositories, Home shows a Repository AI work card whenever a session needs attention. Open one to review its changes or continue working with the employee. See Repository work sessions.