Hand off the routine once
An AI persona works in your company under its own name: everything it writes is signed by it. Trust is given in steps — first you ask it questions, then give it one task, and only then put it on a standing assignment. From there the routine runs on its own, and it doesn't land back on your plate every week.
Dima Xia · Software engineer · 2 min readA persona has a name and limits
You create a persona in "Settings → AI personas" — give it a name and briefly describe what it does. You can have several: one sorts the mail, another runs a project. Everything it creates is signed by it and marked AI: you can see where a person wrote and where an agent did. It can't sign in to the system and acts from your account — its permissions are never broader than yours. There's nothing else to fill in: from there you simply talk to the persona.
The first step is a question, not a setup
Every task, lead, contact, organization and project has its own room — the "Chat" tab in the card. Next to the message field there's ✨ "Ask AI": in the "Who to ask" list you pick the default assistant or your own persona. No need to recap the context — it sees the room and the card itself. A question changes nothing; the persona only answers. A persona can also work from your computer — that's turned on separately. When the answer needs to become work, you give the persona a task.
One task shows how a persona works
You assign a persona just like a colleague: it's in the same list, in the "Agents" group. Its task is on the board next to people's tasks. It reports progress in comments in the task chat and can ask you a question if something is missing. You accept the finished work — "Done" or "Needs changes". With one task you see what to expect from it before handing over anything ongoing.
A standing assignment starts switched off
A standing assignment is described in one sentence: what to do and on what schedule. Assignments live in zones on the persona's page — there you see where the persona works and what it tracks. Each has its own level of freedom — "Suggest", "Draft" or "Act" — and its own run "Journal". Even at the "Act" level, a reply to an email stays a draft: you send it. An assignment starts switched off, in trial mode: the persona shows a plan and a trial run, and it doesn't work without your confirmation.
Routine goes, control stays
Delegating to an agent doesn't mean giving up control. You give the persona a name and limits, ask questions, watch it on one task — and only then turn on a standing assignment. The platform keeps this order at every step: the routine leaves your week, not the right to stop it.