Setup wizard
The setup wizard creates a Force in nine steps. This page is a quick map. Each step has a full guide in Workforce Creation.
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Start the wizard
| To... | Do this |
|---|---|
| Create a new Force | Nexus Agent Force → New Force (/nexus-force/new) |
| Finish a draft | Click Continue setup on the draft's card. It opens at step 2 |
| Change an existing Force | Click the pencil Edit Force in the workspace. The wizard heading then reads Edit Force |
How it works
- The Force is created as a draft the moment you finish step 1. Steps 3 to 9 stay locked until then.
- The progress rail on the left lists all nine steps, and you can jump between them. The step number is kept in the address (
?step=N). - Save draft & exit takes you back to the Forces page. Nothing is lost.
- Nothing runs until you deploy in step 9. Drafts cannot run.
- You need admin access on the Force to change it.
The nine steps
| Step | What you decide | Guide |
|---|---|---|
| 1. Purpose | Name, mission and desired outcomes | Step 1 |
| 2. Process | The playbook the team follows | Step 2 |
| 3. Knowledge | What every member should know | Step 3 |
| 4. Resources | Which connected systems the Force may use | Step 4 |
| 5. Guardrails | Limits and instructions for everyone | Step 5 |
| 6. Members | Which AI employees the team needs | Step 6 |
| 7. Member configuration | Each member's job, access, limits and trust | Step 7 |
| 8. Schedules and Triggers | When the team starts work on its own | Step 8 |
| 9. Review and Deploy | Check everything and go live | Step 9 |
Where each step lives after setup
You can change everything later without the wizard.
| Wizard step | Workspace tab |
|---|---|
| Process | Work, see Playbooks |
| Knowledge | Shared Knowledge, see Knowledge |
| Resources | Resources, see Knowledge |
| Guardrails | Guardrails, see Guardrails |
| Members and configuration | Members, see AI Employees |
| Schedules and Triggers | Schedules and Triggers, see Triggers and schedules |
Back to Agent Force.