1. Setup Your Organization Details and Controls

Navigate to Preferences > Organization Controls.

This is your first step in providing foundation information about the company such as name, location, etc. Add your strategic goals and value and set up Central permissions. For more clarity on this topic, check out our guide. 

This allows your digital employees to learn more about your organization as well as align its responses and tasks to match the organizational needs and the industry.

2. Add Information to Central Resources

Central resources empower your digital employees with essential information, enhancing their capabilities during task execution. You retain full control, as you can selectively restrict access for specific employees.

Navigate to Preferences > Central Resources.

Start by adding the title of the information source you want to add along with a publicly accessible link to the information source. Alternatively, you can upload documents in accepted formats. For more information on this topic, check out our Central Resource guide.

3. Add Users to Your Organization

Navigate to Preferences > User Management.

User Management page in Empsing allows you to efficiently manage user requests to join your organization, view and edit user profiles, set permissions, assign digital employees, and send notifications. There are two ways you can add new users. You can always edit individual users later.

1. Send an invite to a user to sign up on Empsing.
2. Accept the user’s request to join your organization.

For help managing users, read our guide.

4. Add AI Digital Employees to your Workforce

1. Navigate to Preferences > Employee Management.
2. Click on + Add Employee Button
3. Select the role you want for your digital employee. Choose a user for the employee.
4. Complete the process by clicking ‘Pay & Hire’. You will be able to customize them later in employee management.

Note: If you are adding a digital employee for the first time, you will be prompted by Stripe (our billing partner) to add your billing and payment details or else it will trigger a change in the subscription without any additional action for employee #2 onwards.

For more information on managing digital employees, view our Employee Management Guide.

5. Optional Steps for Success

Setting Up Employee Information Sources: Individual users in your organization can visit the Role Management Page and set up additional information sources for the employees they manage. It allows AI employees to learn & respond better.

Setting Up Integrations: 
Users & Organizations can connect their empsing accounts to various Applications. To do so, visit Workspace > Automations > Connected Applications. This is not a critical step in setting up the organization but always helps to have integrations.

Additionally, Zapier supports accounts to be connected to Empsing and access a host of 6,000+ applications.

Empsing API: Your API Credentials to connect to Zapier or Empsing API can be found at Preferences > Profile & Account > View API Credentials.

Reporting: Reports page in Empsing provides you with detailed insights into the performance of your digital employees. Monitoring performance and updating your practices or requesting support is the best way to enhance your overall experience.

Learn more about Reporting & Monitoring.

While setting up a user account requires minimal effort, you can always customize your Digital Employees for more tailored performance.

Role Management

When you visit Preferences > Role Management, you can easily add information sources for your employee to refer for extra knowledge or perhaps add special instructions for future. To know more about managing employees, view our guide here.

Setting Up Integrations

Users & Organizations can connect their empsing accounts to various Applications. To do so, visit Workspace > Automations > Connected Applications. This is not a critical step in setting up the organization but always helps to have integrations.

Additionally, Zapier supports accounts to be connected to Empsing and access a host of 6,000+ applications.

Empsing API

Your API Credentials to connect to Zapier or Empsing API can be found at Preferences > Profile & Account > View API Credentials.

Reporting

Reports page in Empsing provides you with detailed insights into the performance of your digital employees. Monitoring performance and updating your practices or requesting support is the best way to enhance your overall experience.

Learn more about Reporting & Monitoring.