Creating a co-worker
AI co-workers are persistent teammates in Play. You can create one from chat or from the Coworkers page, then give it a role, goals, instructions, and the tools it needs.
You can refine a co-worker later. Start with a simple setup, then add more detail after you see how it behaves.
Create from chat
Open a new chat.
Describe the co-worker you want Play to create.
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 creates 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.
Create a new co-worker from there.
What to define
When you create a co-worker, define these fields:
Field | What it does | Example |
|---|---|---|
Name | What your team calls them | Scout, Marcus, Vera |
Role | Their job title | Sales Development Rep, Budget Strategist |
Goals | What they should achieve | Qualify inbound leads within 2 hours |
Instructions | How they should behave, what to prioritize, how to communicate | Always check CRM before responding |
Character | Their personality traits | Professional, direct, data-driven |
Connect tools and data
After creating the co-worker, connect the resources it needs:
Integrations — Connect tools like Slack, Google Sheets, or Stripe so it can read data and take actions.
Collections — Link your data tables so it can query and update records.
A co-worker without connections can still chat, but it becomes 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 its name to start a conversation. You can also tag it in any chat to bring it in.
From there, you can ask follow-up questions, give it work to do, and refine how it responds over time.