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Operator AI
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  • How it works
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    • Current page: Overview
    • What is Operator AI?
    • Set up your Operator
    • Launch your first workflow
    • Overview
    • Your Morning Brief
    • Talking to Operator
    • Using voice with Operator
    • Reviewing suggested actions
    • Approve, edit or skip an action
    • Overview
    • Lead response
    • Morning Brief
    • Meeting follow-up
    • Inbox and communications triage
    • Customer health and renewals
    • Finance handoffs
    • Overview
    • How integrations work
    • Email and calendar
    • Messaging
    • CRM and customer records
    • Files and documents
    • Overview
    • How approvals work
    • Changing autonomy rules
    • Sensitive actions
    • Reviewing Operator actions
    • Overview
    • How Operator accesses your data
    • Managing permissions
    • Workspace isolation
    • Reviewing activity and audit history
  1. Guides
  2. Getting Started

Getting started

Start with one workflow, not the whole company.

Learn what Operator AI is, connect the systems it needs and launch your first useful workflow.

Start here

01

What is Operator AI?

Understand what Operator does, how it fits into your company and why it is different from a traditional AI chatbot.

5 min read
02

Set up your Operator

Create your workspace, connect the systems Operator needs and set sensible approval boundaries before you expand.

6 min read
03

Launch your first workflow

Take one repetitive business motion from connected systems to a working Operator workflow using Trigger, Reason, Act and Approve.

6 min read

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Next: Working With Operator
Operator AI

An AI teammate that prepares your work overnight and keeps your business moving, even when you’re offline.

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Product

  • Morning ritual
  • Operator Room
  • Voice
  • Integrations

How it works

  • Workflow
  • Control and trust
  • Outcomes
  • Pilot

Company

  • Guides
  • Join waitlist
  • Book a call
  • Security
  • Sign in

Trust

  • Security and privacy
  • Approvals and control
  • How data is accessed

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