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WorkMate OS

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Guides and answers for every WorkMate OS module and report.

WorkMates

WorkMates is where you talk to your AI employee team. Instead of separate tools for inbox, content, social, SEO, and finance, you have one team roster: pick a WorkMate, send a task, and approve the results before anything ships.

What it is​

You don't get one assistant — you get a team. Each WorkMate specializes in a different area: email and inbox, social content, SEO, finance, and more. You stay in control throughout. You send a task, review any proposal a WorkMate raises, and approve before it goes further.

Key screen​

WorkMates​

This is the single nav entry for your AI team — it replaces what used to be separate "WorkMate AI" and "Direct chat" links. It's your team roster: browse the WorkMates available on your plan, see which ones are active, and pick one to start a conversation. From here you can:

  • Open a chat with any individual WorkMate for a focused, one-on-one conversation.
  • Start with your dispatcher (your workspace's main point of contact) when you're not sure who should handle a task — describe what you need and it routes to the right WorkMate.
  • Review any decision a WorkMate is waiting on you for, right from their card, without leaving the roster.
  • Search recent activity across your team.

There's no separate "Chat" or "Direct chat" screen anymore — opening a WorkMate from this roster takes you straight into that conversation.

Common tasks​

Send a quick task Open WorkMates, start with your dispatcher, and describe what you need ("Review these three emails and draft replies" or "Create a LinkedIn post about our new feature"). It routes to the right WorkMate, or you can pick one yourself.

Have a detailed conversation From WorkMates, click a specific WorkMate to open a one-on-one conversation. Upload files, ask follow-up questions, and iterate on ideas.

Approve a WorkMate's proposal When a WorkMate finishes work that needs your sign-off, you'll see a proposal in that conversation. Review what's being suggested, ask questions if needed, then approve to proceed. Nothing ships without you.

Give feedback Like or dislike a response. This helps your team learn your preferences over time.

Copy, retry, or delete If you change your mind, you can delete a message, copy one to reuse elsewhere, or retry a task.

Tips​

Start with your dispatcher when you're unsure who should help. It routes the task to the right WorkMate for you, or across the team for a multi-step job.

Go straight to a specific WorkMate when you already know who you need. That gets you into a focused, back-and-forth conversation faster.

Attach files and materials. Send reference images, PDFs, or documents so a WorkMate understands exactly what you want. Use the paperclip icon.

Try voice input. Use the microphone icon to speak your task instead of typing — handy when you're on the move.

Review proposals carefully. Before approving a WorkMate's work, read what's being proposed. This is your last checkpoint before action.

Build on successful tasks. If a WorkMate does great work, ask it to refine further or reuse the approach for similar tasks next time.