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Your AI team has an agent for each part of the business. Some start switched off. Switching one on gives it starter skills and rules for its job, and a name and a picture make it easy to tell apart when you ask it for help. This guide switches on Northwind’s Production Manager, the agent that runs stand-ups and keeps project tasks moving, and names it Wren Calloway.

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Switch the agent on

1

Find the agent

Click Memory in the left rail. Under Your AI team, an agent that is off reads Not switched on. Click it.
Your AI team, 8 agents: Chief of staff, the sales agent, the support agent, Marketing team, Accounting, Website, then Production Manager, Not switched on, outlined, and Communications, Not switched on

Production Manager, not switched on yet

2

Click Switch on

The panel on the right says what the agent does. Click Switch on.
Switch on Production Manager: Runs your stand-ups, points out blocked and stale tasks, and breaks big jobs into tasks, and the Switch on button outlined

What the agent does, and Switch on

It adds only the starter skills and rules the agent is missing. Anything it already has stays as it is.
The panel now shows what the agent knows and where it works. Production Manager works in chats on PM Projects and in connected apps and editors, and not on phone calls.
Production Manager, Production, 13 things it knows, outlined, with the Details and Chat with Production tabs, and Where Production uses this: Chats on PM Projects, Connected apps and editors, Not on phone calls

Switched on

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Give it a name and a picture

1

Open its profile

Click the pencil next to the agent’s name.
2

Pick a picture

Click the round picture at the top of the profile. Choose one from your files, from Stock Photos, or make one with AI Create. Here, Stock Photos, a search for “coffee roaster portrait”, and one click on a photo. Then click Insert Media.
Choose a profile picture, with the Stock Photos tab outlined and the search coffee roaster portrait outlined

Stock photos to choose from

3

Type a name and a role

Name is what the agent calls itself. Role is one line that people see and the agent reads, such as Roastery Production Manager.
The new picture, outlined, beside Wren Calloway (Production), Roastery Production Manager, and the Name box Wren Calloway and the Role box, outlined

Wren Calloway, Roastery Production Manager

4

Save

Scroll down and click Save profile.
The end of the profile: Instructions, and the Save profile button outlined

Save profile

The profile also has a Speaking voice for calls, Tone & personality for how it writes and speaks, and Instructions. Until you pick a voice, the agent uses the default one, so it sounds like every other agent.

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Where the name shows

The new name and picture show in Your AI team, and on the agent’s own button where it works: in PM Projects, the button reads Ask Wren Calloway.
Your AI team, with Wren Calloway, Production, 5 rules, 3 skills, and the new picture, outlined

The name in the team list

The PM Projects toolbar with the button Ask Wren Calloway, with the agent's picture, outlined

The agent's button in PM Projects

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Good to know