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Workforce Creation

Create a Force, a team of AI employees that works from a playbook, using the 9-step setup wizard.

A workforce in TAO is a Force (also called an Agent Force): a team of AI employees that works from a shared playbook. This guide walks through creating one with the Create Force setup wizard, one step at a time.

Screenshot to add: The Forces page in Nexus, showing the Active, Drafts and Archived tabs and the New Force button.

The nine steps at a glance

StepNameWhat you decide
1PurposeThe Force's name, mission and desired outcomes
2ProcessThe playbook the team follows
3KnowledgeWhat every member should know
4ResourcesWhich connected systems the Force may use
5GuardrailsLimits and instructions every member inherits
6MembersWhich AI employees the team needs
7Member configurationEach member's job, access, limits and trust
8Schedules and TriggersWhen the team starts work on its own
9Review and DeployCheck everything and make the Force live

Start with the Overview to learn the vocabulary, or jump straight to Step 1: Purpose.

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