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Hire and onboard your first agent

Choose a pre-built agent, personalize it, select a computer, and start working from Manage.

Hire a pre-built Octavus Agent, personalize it for the role, choose its computer, and open its workspace so you can start assigning work.

Video walkthrough

Walkthrough of hiring and setting up your first Octavus Agent.

Prerequisites

You need an Octavus account.

Steps

  1. Open the Hire tab. You can also go directly to /agents/discover.
  2. Browse the available agents and use the filters on the left to narrow the list by role. If you cannot find the role you need, choose the Generalist Agent.
  3. Select Learn More to review an agent's skills and capabilities, then select Start Trial when you are ready to hire it.
  4. Give the agent a name. Enter one yourself or select Generate name. You can also update its role and department. When you start from a specific agent, keep the default role and department unless you need to change them.
  5. Choose a voice that fits the agent's persona. Generate a face and retry the image generation until you find one you want to keep.
  6. Select Continue. Update the description or persona if needed, or keep the default, then select Next.
  7. Choose a computer. The default computer works for most use cases. Choose Windows for Windows-specific environments or social-media work. Connect a dedicated Mac when you need a computer in a specific physical location.
  8. Select Next to begin computer setup. You can select Continue while it sets up instead of waiting for setup to finish.
  9. Review the agent overview and select Start working.

Verify

You are taken to the Manage tab, where you can start working with your agent.

Troubleshooting

  • You cannot find the right role: Use the Generalist Agent when no pre-built role matches your work.
  • Computer setup is still running: Select Continue while it sets up. You do not need to wait on the setup screen.