AI Employee Platform Guide
AI employee platform guide for Sistava: every feature, workflow, and concept needed to run an AI workforce.
Account
- Collaborate Across Workspaces — Invite teammates, choose roles, share selected resources, and keep workspace boundaries clear.
- Understand Conversation Monitor — See direct reply feedback and possible unresolved follow-ups without changing the conversation.
- Export Your Data — Download your conversations, activity, tasks, and execution detail. Full account export coming soon.
- Share Feedback & Ideas — Submit feature requests, vote on ideas, report bugs, and join the community.
- Keep Work Moving With System Health — See what could block workspace progress, who owns the next step, and where to resolve it.
- AI Models Settings — Choose the workspace model, work behavior, and delegation settings.
- Manage Notifications — Configure which events trigger alerts and where they get delivered.
- Understand Your Workspace Systems — See what every built-in officer does, what you can control, and when it uses credits.
- Manage Your Workspaces — A workspace is one organization. Create several, and manage collaborators, roles, and seats in each.
- Manage Your Profile — Manage email identities, security, preferences, availability, data requests, and profile history.
- Explore Your Settings — Walk through every section of the Settings page: subscription, organization, notifications, models, and more.
- Control Access & Share Resources — Set workspace, restricted, and direct-share access for Drive files and CRM contacts.
Billing
- Understand Your Credits — Learn how credits work, what costs what, and how billing is calculated.
- Set Your Rate Limits — Pace how fast your workforce spends credits, and see every other limit that shapes it.
- Save Credits With Cost Optimizer — See how simple conversation uses a faster lane while real work keeps your selected model.
- Upgrade Your Plan — Compare the Free tier and paid plan ladder to find your fit.
- Top Up Credits Anytime — Buy credit packs on demand when you need more capacity.
- Track Your Usage — Monitor credit consumption by employee, team, and time period.
Capabilities
- Transcribe Audio and Video — Turn uploaded recordings into saved written transcripts.
- Control Your Browser — Let employees navigate, click, and interact with web pages.
- Control Your Computer — Give employees access to your desktop for hands-on automation.
- Manage an E-commerce Store — Connect Shopify, review catalog and stock, compare offers, and approve every store change.
- Generate Images — Create visuals, diagrams, and graphics using AI image generation.
- Connect Thousands of Apps — Link to Slack, Gmail, Notion, HubSpot, and hundreds more via OAuth.
- Add Tools via MCP — Extend employee capabilities by connecting external MCP tool servers.
- Join Live Meetings — Employees join Meet, Zoom, and Teams calls, listen, transcribe, and speak when addressed by name.
- Generate Videos — Create short videos and animations from a text description using available credits.
- Scrape Any Website — Extract and read content from any public webpage or URL.
- Search the Web — Employees can search the web and return summarized results in real time.
- Send Outbound Webhooks — Let employees notify external systems by posting JSON to any URL.
Channels
- Integrate via REST API — Send prompts and receive responses via HTTP. Curl, Python, or any language.
- Invite Them via Calendar — Add an employee to a calendar event and they accept, auto-join, and summarize the meeting.
- Reach Them on Discord — Planned replies in Discord servers and direct messages.
- Email Your Employees — Forward emails to employees and get responses back in your inbox.
- Email a Ready-Made Address — Every employee gets a personal email address from day one. Email it or CC it on any thread, no setup.
- Turn Channels On and Off — See every channel and its state, then enable or disable it from Settings or from chat.
- Integrate via MCP — Connect Claude Desktop, Cursor, or any MCP client to your employees.
- Join a Live Meeting — Paste a Meet, Zoom, or Teams link and an employee joins the call to transcribe, answer, and summarize.
- Call Them by Phone — Dial in and speak with employees over a traditional phone call.
- Use the SDK — Python and Node libraries that wrap the API for faster integration.
- Reach Them on Slack — Mention your AI employees in Slack channels or DM them directly. Replies land in the same thread.
- Text Them via SMS — Send and receive text messages. Works on every phone, no app needed.
- Message on Microsoft Teams — Bring AI employees into your Teams workspace for enterprise collaboration.
- Reach Them on Telegram — DM your AI employee on Telegram or @mention it in a group. Replies land in the same chat, with shared memory.
- Talk on In-App Video — Planned live video conversations inside the workspace.
- Talk Using Voice — Speak naturally and hear responses with real-time voice conversations.
- Chat in the Web App — The primary interface for streaming chat with tools, files, and approvals.
- Trigger via Webhooks — Fire events from your systems and let employees react in the background.
- Message Them on WhatsApp — Chat with employees through WhatsApp for mobile-first access.
- Embed a Chat Widget — Drop a chat bubble into any website with a single JS snippet.
Community
- Get Found by Businesses — Submit your business for review, get discovered, and track marketplace signals.
Company
- View Company Dashboard — See your whole business at a glance: what needs you, your return, money, strategy, and people.
- Control Information Boundaries — Keep useful organisation knowledge while protecting private and restricted information.
- Explore the Virtual Office — Walk through the 3D office: watch teams work at their desks, socialize, and meet. Click anyone to chat.
- Partner With Sistava — The affiliate program, the reseller program, and the expert directory, kept distinct.
- Enforce Policies & Guardrails — Set company-wide rules for content safety, PII handling, and limits.
Equip
- Set Duties They Always Follow — Define always-on rules that shape every response and action.
- Assign Skills They Master — Learn how to give AI employees reusable skills for research, writing, analysis, and other repeatable work.
- Connect Tools They Use — Give access to web search, integrations, file generation, and more.
- Knowledge and Sources — Bring approved folders into Drive for free, then use paid Searchable Knowledge only when you choose.
- Understand Workflows and Playbooks — See how workflows group playbooks, skills support the work, and duties stay always on.
Getting Started
- About Sistava — What Sistava is, what you get, and how it works at a high level.
- Learn at the Academy — Self-paced courses, a certification quiz, and live sessions.
- Join Our Community — Feedback, Discord, contact, affiliate program, and social media. Everything in one place.
- Try the Free AI Tools — Public no-signup mini chats, each a named persona built for one job.
- Browse the Marketplace — Explore the AI Employee Marketplace in Sistava to compare pre-built roles, review skills and tools, and hire the right AI employee for your work.
- Quick Start in 5 Minutes — Go from zero to your first AI employee conversation in under 5 minutes.
- Find Anything in Your Workspace — Search pages, people, work, files, and contacts from anywhere in the workspace.
- Navigate Your Workspace — Learn the sidebar, tabs, and layout that organize your entire workforce.
Monitor
- Review Their Activity Log — See every action, tool call, and decision in a real-time timeline.
- Create & Edit Work Files — Create and revise Word, Excel, PDF, CSV, PowerPoint, Mermaid diagrams, and saved social drafts from chat.
- Access Their Drive & Files — Browse files, reports, and artifacts each employee has generated.
- Read Their Journal — Read entries of what employees accomplished, learned, and decided. Personal and team scopes.
- Understand Their Memory — Employees remember past conversations and build context over time automatically.
- Review Work With AI Evals — Choose what gets reviewed, set the quality standard, and see every score and reason.
- Manage Their Status — Suspend, resume, or terminate employees and manage their lifecycle.
- Monitor Team Dashboards — See what each team is working on, who is doing it, what it shipped, and what it costs.
Setup
- Build a Custom Employee — Create a role around your own skills, duties, tools, routines, and work schedule.
- Hire a Team — Hire a pre-built team or create a custom one with a leader and members.
- Hire Your Employee — Browse the marketplace, hire an employee, and get them working.
- Appoint Team Leaders — Set a leader who delegates work and coordinates the team.
- Shape Their Persona — Customize name, tone, style, AI model, and reasoning level.
Work
- Approve Before They Act — Require your sign-off before employees execute sensitive actions.
- Plan Work on the Calendar — See every task, routine, and meeting on one grid, and book a call your employee joins by itself.
- Chat With Your Employee — Send messages, see their thinking, and watch them use tools in real time.
- Mention Teammates in Comments — Tag a teammate or employee in the exact task, file, document, sprint, or alert comment.
- Manage Customer Relationships — Keep customer records, deals, and the next action in one shared workspace.
- Schedule Recurring Work — Set up daily, weekly, or custom schedules for automated execution.
- Run Sprints and Work Cycles — Organize team work into time-boxed sprints with goals and reviews.
- Create Tasks They Work On — Create, track, and manage tasks on a kanban board.