AI Workforce Designer Bar
The natural language interface for creating and modifying your workforce structure.
Overview
The AI bar at the bottom of the Workforce Builder canvas lets you describe your team structure in plain English. The AI interprets your intent and makes the corresponding changes to the visual org chart.
What AI Can Do
The AI bar is designed for creating new workforces from scratch. Describe your team structure and the AI will generate a complete org chart with configured members.
Generate a complete workforce based on your description. The AI configures roles, reporting lines, system prompts, and tools for each member.
Examples:
- "Build a sales team with a manager, 2 SDRs, and a researcher"
- "Create a content team: editor, 2 writers, social media manager"
- "I need a customer support department with 4 agents"
- "A B2B sales team: 1 sales director, 2 SDRs who handle outreach, and 1 research analyst"
Clarification Wizard
When you describe a new team, the AI may ask follow-up questions to better configure each member. This is the "clarification wizard" flow.
Multi-Question Form
The AI presents 3-5 targeted questions about team goals, tools, approval policies, and communication style.
Suggested Answers
Each question has clickable suggestions plus a free-text option for custom responses.
Skip & Generate
Skip any question to use defaults. You can also skip the entire wizard to generate immediately.
Loading Screen
While generating, you'll see rotating tips about workforce features and best practices.
Effective Prompts
- ✓"Build a B2B sales team: 1 sales director who oversees pipeline, 2 SDRs who handle outreach and qualification, and 1 research analyst who gathers competitor intelligence"
- ✓"Create a customer success team for a SaaS product with a manager, 2 CSMs handling onboarding, and a support specialist for technical issues"
- ✓"I need a content marketing team: editor-in-chief who maintains brand voice, 2 writers for blog and social, and 1 SEO specialist"
- ✗"Make me a team" - Too vague, no context about purpose or structure
- ✗"5 agents" - No role differentiation or hierarchy
- ✗"Something for sales" - Unclear team size and structure
Tips for Best Results
Be Specific About Roles
Instead of "3 salespeople," say "1 sales manager, 2 SDRs." Clear role differentiation helps the AI configure appropriate tools and prompts.
Describe Responsibilities
Adding what each role does (e.g., "handles outreach") gives the AI context for system prompt generation.
Mention Industry Context
"B2B SaaS" or "e-commerce" helps the AI select relevant tools and terminology.
Iterate Incrementally
Start with a basic structure, then use "Add member" and "Rewire" to refine rather than starting over.