How to Set Up Wamino AI Employees in 3 Steps
Connect the tools your team uses, give your AI Employee a clear role, then configure and review its routines. Explore an example setup before creating your own.
Explore an AI Employee setup
Illustrated example, not a live workspace or a recording of the product. No accounts are connected and no messages are sent. Select each step to see how a payment follow-up workflow fits together.
1. Connect your business systems
Choose an available integration for the records your AI Employee needs. The connected system remains the source of truth for the work.
What to configure
- 1Check the integration page for supported actions and availability before choosing a role.
- 2Use the connection flow for that system with an account authorized to grant access. Confirm the business or company you intend to connect.
- 3Identify the records the workflow needs, such as customer details and invoice status. Check access before assigning a routine.
Example workflow
- Accounting system
- Authorized connection
- Customer and invoice context
2. Define the role and its authority
Start with a role template, add business context, and decide what the employee may do on its own and what needs a person.
What to configure
- 1Choose one responsibility, such as following up on overdue invoices, and give the employee a recognizable name.
- 2Provide your payment policy, preferred tone, and escalation contact. Assign only the channels the role needs.
- 3Set approval boundaries for exceptions. For example, a payment reminder can follow your policy while a disputed balance goes to your team.
Example workflow
- Payment follow-up role
- Policy and communication channel
- Approval and escalation boundaries
3. Configure, review, and refine routines
Define when work starts, the steps it follows, and the outcome you want. Review initial activity before expanding responsibility.
What to configure
- 1Choose a schedule or supported trigger for checking overdue invoices; agree on the time and frequency with your team.
- 2Describe the procedure: check invoice status, prepare the appropriate follow-up, and route disputes or missing information to a person.
- 3Review the first tasks and their outcomes. Adjust context or approval rules, then track a meaningful goal such as fewer unresolved overdue accounts.
Example workflow
- Scheduled invoice check
- Overdue balance verified
- Reminder within policy
- Review task outcome
Choose the connection your workflow needs
Use the integration directory to check availability and read about supported workflows. Start with the system that already holds the records for your first role.
SETUP FAQS
Questions before you deploy an AI Employee
Start with a focused role, define its boundaries, and increase responsibility as you review how the workflow operates.
How long does it take to get an AI Employee running?
Setup time depends on the role, the systems you connect, and the review your team needs. Start with one workflow, prepare its business context and permissions, and review the first tasks before expanding its scope.
Do I need coding skills to set up routines and procedures?
Role templates, working instructions, routines, and approval boundaries provide the starting point for configuration. You do not need to write code for a supported template workflow. A custom system or complex integration may require technical help.
What permissions and system access does an AI Employee need?
Access depends on the role and the integration. Give the employee only the records, actions, and channels needed for the assigned workflow. Define approval and escalation boundaries for decisions your team should retain.
How does Wamino connect to live business systems?
Available integrations use their supported connection and authorization flows. Review each integration page for availability and supported workflows, and use an account authorized to connect the correct business. Do not assume every connected system supports the same actions.
What happens when an AI Employee reaches an edge case?
Define escalation instructions before starting a routine: who should review a dispute, missing information, or a request outside the role’s authority. Review these cases with your team and update the working instructions when you find a gap.
Can I customize a pre-built role template?
Yes. Use a template as a starting point and tailor its responsibilities, business context, channels, schedules, procedures, permissions, and goals. Check that your connected systems support the actions your workflow needs.