Ergoly Docs · Clients

Assigning a worker

Bind a worker to a client, with at least one channel or person. That creates the client's own copy of the worker.

Assigning a worker to a client creates a separate copy of that worker for that client. The copy starts with the company's knowledge and the worker's own, plus the client's folder, which is empty until the worker learns something. Everything it learns about Acme goes there and nowhere else.

How

  1. On the client's page, press Bind a Worker. Or on the worker's Clients tab, press Add to client.
  2. Pick the Worker (or the Client).
  3. Tick the Channels that belong to this client, and the People who are this client's contacts. At least one of either. The dialog explains the difference: channels route by conversation, people route their DMs and group DMs.
  4. Press Bind worker.

Control maps the channels, joins the public ones (private ones need you to /invite the worker first), links the people, and builds the copy. If building fails, the binding stays and the row offers Activate to try again. Or ask your AI Admin: assign Nora to Globex in #globex.

Already taken

A channel or person already linked to a different client is greyed out. Nothing is moved silently. To move a channel, use Reassign on the worker's Clients tab and confirm.

Removing

Unbind on the client's Workers tab, or Remove on the worker's Clients tab, removes every channel and person link for that pair and everything the worker set up for the client. The client's folder of knowledge stays with the client.

What it reaches
Your team's copy of NoraEvery client's folder, the worker's, the company's
Nora for AcmeAcme's folder, the worker's, the company's
Nora for GlobexGlobex's folder, the worker's, the company's