Operator AI Guides
Everything you need to operate with Operator AI.
Set up Operator, connect your tools, build workflows and manage approvals. Practical guides for getting more out of everyday use.
New to Operator
Start here
Three guides that take you from first look to a working Operator workflow.
What is Operator AI?
Understand what Operator does, how it fits into your company and why it is different from a traditional AI chatbot.
Learn moreSet up your Operator
Create your workspace, connect the systems Operator needs and set sensible approval boundaries before you expand.
Learn moreLaunch your first workflow
Take one repetitive business motion from connected systems to a working Operator workflow using Trigger, Reason, Act and Approve.
Learn moreAll guides
Browse guides
Explore Operator by the area you are trying to configure or understand.
Getting Started
Learn the fundamentals of Operator AI.
Working With Operator
Handle everyday work, suggestions and decisions.
- Your Morning Brief
- Talking to Operator
- Using voice with Operator
- Reviewing suggested actions
- Approve, edit or skip an action
Workflows
Repeatable business motions Operator can carry.
- Lead response
- Morning Brief
- Meeting follow-up
- Inbox and communications triage
- Customer health and renewals
Integrations
Connect the tools your company already uses.
Approvals & Autonomy
Decide what Operator may do on its own.
Security & Account
Permissions, data access and auditability.
- How Operator accesses your data
- Managing permissions
- Workspace isolation
- Reviewing activity and audit history
Outcomes
Popular ways to use Operator
Start from the work you want moved forward, not from product terminology.
Never let a new lead go cold
Operator can capture inbound interest, understand the lead context, prepare a response, request approval and keep the CRM updated.
Set up lead responseStart every morning already caught up
Build a daily operating brief from inbox, calendar, CRM and outstanding approvals.
Build a morning briefAutomate meeting follow-up
Turn meeting context into summaries, CRM updates, follow-up drafts and assigned next actions.
Set up meeting follow-upKeep your inbox under control
Let Operator classify messages, prepare replies and escalate only the conversations that require human attention.
Set up inbox triageThe model
How Operator moves work forward
Operator watches for signals, understands the context, prepares the next step, and asks for a human decision when the action carries real risk.
- 1Signal arrives
Trigger
Something happens in email, Slack, CRM, a meeting, form, file or scheduled workflow.
- 2Operator understands
Reason
Operator evaluates context, urgency, confidence, ownership, risk and the appropriate next action.
- 3Work moves
Act
Drafts, updates, tasks, reminders and other work are prepared or moved into the appropriate system.
- 4Human checkpoint
Approve
Sensitive actions wait for a human decision while safe preparation can continue.
Still need help?
If you cannot find what you are looking for, reach out to the Operator AI team.