THE STAFFGPT FIELD GUIDE

Build your AI workforce, one clear step at a time.

Follow these screen-by-screen walkthroughs to hire one or more AI employees, create a custom department, and connect a computer for local AI work.

Each screen is an illustrative guide to the current interface. Button names and availability can vary by account, plan, and product updates.

01 / Hire AI employees

Hire one employee—or assemble a team.

Choose a department, review the employee cards, and add the people you need. You can repeat the same hire flow for every teammate.

  1. 1

    Departments

    Open a department

    DO THIS

    From the main navigation, open Departments. Choose the department that matches the work you want help with—such as Marketing, Engineering, Finance, or Sales. On its page, scroll to the employee roster.

    WHAT HAPPENS NEXT

    Each employee appears as a card with a role, skills, and degree badge. Use the employee summary to confirm you have the right specialist before hiring.

    ON SCREEN · StaffGPT

    Departments / Marketing

    Marketing

    Meet the AI employees on this team

    • Content strategist

      MA

      Plans campaigns and content direction.

    • Copywriter

      Hire

      Drafts channel-ready marketing copy.

    • TEAM

      Marketing

    • ROSTER

      Employee cards

    Review employee cards
  2. 2

    Employee card → Hire

    Start a hire and choose a work mode

    DO THIS

    Select Hire on the employee card. In the dialog, pick Cloud for hosted work, Local for a paired local machine, or Hybrid for a combination. Read the short mode description before you confirm. If the dialog recommends a lead or dependency, consider adding that role too.

    WHAT HAPPENS NEXT

    The employee is added to your team. If your active-seat limit is full, the UI explains that the hire is saved but inactive rather than silently activating an over-limit seat.

    ON SCREEN · StaffGPT

    Marketing / Copywriter

    Hire Copywriter

    Choose where this AI employee will work

    Recommended teammate: add the team lead for the best studio workflow.

    • CLOUD

      Hosted AI

      Selected
    • HYBRID

      Hosted + local resources

    • LOCAL

      Your paired machine

    Confirm hire
  3. 3

    Repeat the hire flow → Workspace

    Add more employees and verify your team

    DO THIS

    Return to the roster and hire another employee if needed. When finished, open Workspace → My Team. Review each employee’s department, work mode, and active or inactive status. Use the employee’s change-mode control if you need to switch Cloud, Hybrid, or Local later.

    WHAT HAPPENS NEXT

    Your hires appear in My Team. The seat meter shows how many active seats are in use; an inactive hire can be activated when capacity becomes available.

    ON SCREEN · StaffGPT

    Workspace / My Team

    Your AI team

    Review who is hired and how they work

    • ACTIVE SEATS

      Check your plan limit

    • COPYWRITER

      Cloud · Active

      Active
    • STRATEGIST

      Local · Inactive

      Inactive
    Manage team

02 / Create a custom department

Build a department around your workflow.

Define a department, give it a lead and one or more named AI employees, then review the generated team before creating it.

  1. 1

    Plugin / Custom Departments

    Open Build a Department

    DO THIS

    Sign in, open the custom-department area, and choose Build a Department. If you do not see the option, check that your account is on an eligible plan. Start with a specific department name and a short description of the work it owns.

    WHAT HAPPENS NEXT

    The three-stage setup opens: Details, Team, and Review. The step indicator shows your current stage.

    ON SCREEN · StaffGPT

    Custom Departments / Create

    Build a Department

    Create a focused AI team for a workflow you own

    • ACCESS

      Growth, Scale, or Enterprise

    • SETUP

      Details → Team → Review

    Start department setup
  2. 2

    Create wizard · Details

    Describe the department and set visibility

    DO THIS

    Enter a department name and a description of at least a few sentences: what the team does, who it serves, and what good work looks like. Choose an icon and name the orchestrator (the team lead). Select Private if only your account should see it, or Public if it should appear in the public department list. Choose the displayed billing cycle and continue.

    WHAT HAPPENS NEXT

    The wizard validates required details before moving to Team. Private departments stay in your own custom-department area; public departments can be listed for other visitors.

    ON SCREEN · StaffGPT

    Build a Department / 1 of 3

    Department details

    Give your team a clear mission and a lead

    • NAME

      Customer Success

    • MISSION

      Guide customers from onboarding through adoption…

    • ORCHESTRATOR

      Name your AI team lead

    • VISIBILITY

      Private / Public

    Next: Team
  3. 3

    Create wizard · Team

    Name the specialists and review their assignments

    DO THIS

    Add at least one specialist and give each a useful role name. Use Assign levels to preview the generated codename, role, skills, and degree for each person. Adjust names or the department description and re-run the assignment if the team does not fit. Continue when the roster looks right.

    WHAT HAPPENS NEXT

    You see a proposed team list with a role, skill summary, and degree for each specialist. The wizard keeps your details when you move back to revise them.

    ON SCREEN · StaffGPT

    Build a Department / 2 of 3

    Design your team

    Add at least one specialist, then preview assignments

    • TEAM LEAD

      Named in the previous step

    • SPECIALIST 1

      Onboarding guide · Skills assigned

      Master
    • SPECIALIST 2

      Customer insights · Skills assigned

      Bachelor
    Assign levels
  4. 4

    Create wizard · Review

    Review the estimate and create the department

    DO THIS

    Check the department name, visibility, billing cycle, and every assigned role. Read the estimate and demo-billing note. If anything is wrong, go back to Details or Team. When it is correct, confirm creation.

    WHAT HAPPENS NEXT

    StaffGPT creates the custom department and opens its department page. A private department is visible to its owner; a public one may be shown in the public departments list. The department’s own team can power its studio workflow.

    ON SCREEN · StaffGPT

    Build a Department / 3 of 3

    Review and create

    Confirm visibility, team, and displayed estimate

    Demo billing only — no live payment is collected here.

    • DEPARTMENT

      Customer Success · Private

    • TEAM

      1 orchestrator + 2 specialists

    • CYCLE

      Monthly estimate

    Create department

03 / Pair a local AI machine

Connect a computer for local AI work.

Register the machine in StaffGPT, run its Desktop Agent installer, and check each readiness tier before assigning Local work.

  1. 1

    Main navigation → Machines

    Open Machines and choose your setup path

    DO THIS

    Open Machines while signed in. Use the one-click installer for a standard workstation; the download includes a fresh, single-machine pairing credential that expires after five minutes. For manual setup, click Add Computer, optionally name it, then choose Create pairing code and keep the code visible—the code is single-use and expires after five minutes. Expand Advanced to download the Desktop Agent and follow the pairing command shown there.

    WHAT HAPPENS NEXT

    The setup panel offers installers for Windows, macOS, and Linux. The manual path shows a pairing code and command; request a new code if the five-minute window expires.

    ON SCREEN · StaffGPT

    Machines / Set up a new machine

    Add a local AI machine

    Choose a one-click installer for the computer you will pair

    • WINDOWS

      Download installer

    • MACOS

      Download installer

    • LINUX

      Download installer

    • MANUAL

      Add Computer → Create pairing code

    Download for your machine
  2. 2

    The target computer

    Run the installer on the computer you are pairing

    DO THIS

    Download the installer on the actual computer you want to connect, not on a different device. On Windows, open the downloaded setup file. On macOS or Linux, unzip the download first and open StaffGPT-Setup. Follow the on-screen prompts and allow it to install the per-user agent/runtime prerequisites it needs; the installer does not require an administrator password.

    WHAT HAPPENS NEXT

    The Desktop Agent pairs the machine and runs in the background. Return to Machines; the machine should appear in the registered list. If the code expires or setup stops, start a new installer download to generate a fresh pairing credential.

    ON SCREEN · StaffGPT Setup

    Desktop Agent / Setup

    Installing for this user

    Keep this computer online while setup completes

    • AGENT

      Installing and pairing

    • STARTUP

      Background service enabled

    • PRIVILEGES

      No administrator access requested

    Finish setup
  3. 3

    Machines → Your machines

    Confirm pairing and inspect readiness

    DO THIS

    Wait for the machine status to show Active — Online. Expand its readiness checklist. Review Hardware, Local runtime, Model installed, and Ready to run. If a tier is incomplete, use the reason shown to troubleshoot that specific prerequisite; do not assume a capable GPU means a model is installed.

    WHAT HAPPENS NEXT

    A healthy machine reports its readiness tiers separately. Once execution is ready, go to the employee’s department and choose Local or Hybrid when hiring or changing the employee’s work mode.

    ON SCREEN · StaffGPT

    Machines / Your machines

    AI Workstation

    Active — Online · Last seen just now

    • HARDWARE

      Reported

      Ready
    • LOCAL RUNTIME

      Responding

      Ready
    • MODEL

      Installed and healthy

      Ready
    • EXECUTION

      Prerequisites complete

      Ready
    Review readiness checklist
  4. 4

    Department roster → Hire / Change mode

    Use the machine with a Local or Hybrid employee

    DO THIS

    Pairing is only the machine connection. To route an employee’s work locally, hire that employee in Local or Hybrid mode—or change an existing employee’s mode—and make sure the account’s Local Runtime feature is enabled. Start with a low-risk task and confirm the agent is online before relying on it.

    WHAT HAPPENS NEXT

    The employee card and Workspace team list show the chosen work mode. If the runtime is disabled or the machine is not execution-ready, the UI continues to show that prerequisite rather than implying local work is available.

    ON SCREEN · StaffGPT

    Workspace / My Team / Work mode

    Route work to your machine

    Select Local or Hybrid only after checking prerequisites

    Local Runtime must be enabled and the paired machine must be ready.

    • EMPLOYEE

      Choose a hired AI employee

    • WORK MODE

      Local / Hybrid

    • MACHINE

      Online and execution-ready

    Save work mode

Ready to put your team to work?

Sign in to manage hires, create departments, and check the machines connected to your account.

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