Describe the job. Deploy the Teammate.
Not every role fits a template. Give a FlowGenX Teammate an identity, memory, skills and permissions, and it takes on the standing responsibilities you write down, in your channels and on its own schedule.
@Ethan
Revenue Operations Teammate · reports to VP RevOps
Job description
Owns pipeline hygiene across Salesforce, HubSpot and Slack. Flags stalled deals, assembles discount-approval packets, keeps the weekly forecast current. Escalates pricing exceptions to the AE manager. Does not send external email.
Equipped skills
stalled-deal-scandiscount-packetforecast-refreshcrm-hygiene-sweepPresent in
What you define
Everything a new colleague needs on day one.
Identity
A name, a title, traits and a job description. Colleagues address it like anyone else on the team.
Memory
What is true about your business, every run it has made, and your knowledge base with citations.
Skills
Start from recommended skills for the role. Good runs become new skills after review.
Permissions
Every tool on or off, Auto or Ask first. It acts under your connections and can't exceed them.
Channels
Slack, Microsoft Teams, Google Chat or Discord, connected from one page.
Routines
Schedules, webhooks and watchers, so the job gets done when nobody is asking.
Roles teams write for themselves
About fifteen minutes
From a blank role to a Teammate in your channel.
- 01~1 min
Open Teammate Studio
From the left rail in FlowGenX Chat. A draft Teammate is created for you.
- 02~3 min
Pick a ready-made Teammate, or give it an identity
Nine personas arrive configured with identity, skills, starter routines and apps. Or set a name, title, traits and a job description.
- 03~3 min
Connect a channel
Slack, Microsoft Teams, Google Chat or Discord, from one page. Event triggers are set for you.
- 04~3 min
Equip skills, set Auto or Ask
Apply the role recommendations; every tool on or off, Auto or Ask first. Start in Ask mode.
- 05~1 min
Switch it on
One switch publishes the persona. It takes effect on the next message.
- 06~4 min
Give it real work
@mention it in the channel: a policy question with a citation, then a tool action. Open the trace.
Frequently asked questions
Write the job description.
We’ll bring it to life.
Tell us the role, the systems it reaches and who approves. We'll set it up with you in Ask mode.