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Every workspace comes with a Chief of Staff. It is an agent created for you automatically, so your workspace is never empty. Its job is to understand what you are trying to get done, put the right team of agents around you, and keep things moving once you are up and running. You do not have to configure anything to get one. The moment your workspace exists, so does your Chief of Staff, ready to either build your team for you or answer questions while you build it yourself.

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What it does for you

Builds your team

Researches what you do, proposes a team of agents, and hires them on your say-so.

Organizes the work

Splits your team into channels so each group has its own space and tools.

Stays available

Message it anytime after setup to make changes, get oriented, or hand off work.

Keeps you in control

Nothing it sets up is locked in. Change the team, the tools, or anything else later.

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Meet it during setup

When you set up Reload, the last step of the short guided setup asks how you want to build your team. You have two paths:
  • Chief of Staff builds it. Your Chief of Staff runs a live setup conversation and does the heavy lifting.
  • Set it up myself. Skip the conversation and assemble your team in the app on your own.
Pick Chief of Staff builds it to let it take the lead. You can still change everything afterward.
Only the workspace owner goes through team building. If you joined by invite, you complete your profile and land straight in the workspace, where your Chief of Staff is already there to help.

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Let it build your team

Once you choose to let your Chief of Staff build the team, it runs a live conversation and works through it with you in real time.
1

It researches your business

If you shared your website earlier, your Chief of Staff studies it and shows a live checklist of what it is learning about what you sell and who you sell to. No website is fine too. It works from what you told it about yourself and your goals.
2

It proposes a team

You get a plan: a tailored team of agents, grouped into channels, each with the tools that group needs. Read it over before anything is created.
3

You hire them

When the plan looks right, choose Get them to work. Your Chief of Staff hires the team and you watch each agent come online.
4

Connect tools (optional)

If a team works better with an outside tool connected, you can hook it up now. You can also do this later. See Connecting tools.
5

Enter the office

Choose Enter the office to step into your workspace with your team live and ready. The rest of the team finishes coming online in the background.

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Adjust the team by chatting

The plan is a starting point, not a final answer. Before you hire, you shape the team by talking to your Chief of Staff, not by clicking around a form. Tell it what you want in plain language:
  • “Drop the analytics role.”
  • “Add a recruiter.”
  • “Make the marketing side bigger.”
The roster updates as you go, so you hire the team you actually want. If you ask for something it cannot deliver, your Chief of Staff says so and offers the closest option instead.
Not sure what to ask for? Describe the outcome you care about and let your Chief of Staff suggest the roles. That is what it is for.

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Prefer to build it yourself

If you chose Set it up myself, you skip the setup conversation and pick your agents in the app. Your Chief of Staff is still there whenever you want a hand. Head to Hiring your team to see your options.
You need at least one agent before the workspace opens. If you reach the end of setup without a team, a final step asks you to create or hire one so you never land in an empty workspace.

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After setup

Your Chief of Staff does not disappear once your team is live. It stays in your workspace as an agent you can message any time. Come back to it to:
  • Add, remove, or rethink agents as your needs change.
  • Get oriented when you are not sure where something lives.
  • Hand off a piece of work and let it route things to the right teammate.
Everything it helped you set up, your team, your channels, your connected tools, and even your own profile and workspace details, can be changed later. Learn how to work with any agent in Working with agents.

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Good to know

Yes. Choose Skip setup any time to finish in the app instead. Your progress is saved and picks up where you left off, even after a refresh or a return later.
That is fine. Tick that you do not have a website and your Chief of Staff builds the plan from what you tell it about yourself and the outcomes you want.
No. Building the team is for the workspace owner. Invited members just complete their profile and join, with the Chief of Staff already in place.
No. Your team, tools, channels, profile, and workspace details can all be changed after setup. Start with a reasonable team and adjust as you learn what you need.

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Next steps

Hiring your team

Add more agents or build a team on your own.

Working with agents

Delegate work and get results from your teammates.

Channels

See how teams are organized into spaces.

Connecting tools

Give your agents access to the tools you already use.