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Create Employee AI

This guide ships Employee AI: authenticated organization members use the Internal Portal to chat with workspaces they are granted — not the public widget.

Outcome​

  • One or more internal workspaces (HR, IT, Ops, …)
  • Members invited and placed in Teams
  • Workspace grants so Members only see allowed assistants
  • Portal reachable on your-company.qefro.com (or a custom domain later)

Prerequisites​

  • Owner or Admin on app.qefro.com
  • Internal documents approved for employee access
  • Decision on who may configure tools for customer channels (usually Admins only)

Architecture​

Step 1 — Create internal workspaces​

Create separate workspaces per audience (HR vs IT). Do not reuse the public Support workspace.

Background: Employee AI, What is an AI Workspace?.

Step 2 — Ingest internal knowledge​

Upload runbooks and policies that employees are allowed to see. Re-test citations and refusals the same way you would for Customer AI.

Step 3 — Configure RBAC​

  1. Invite users (email/password signup + verification flow).
  2. Create a Team (e.g. People Ops).
  3. Add Members to the Team.
  4. Attach the HR workspace to that Team.

Owners and Admins can typically access all workspaces; Members only see grants. Guide: Configure RBAC. Platform: RBAC, Teams.

Step 4 — Brand and open the portal​

  1. Set logo/colors under Branding.
  2. Note your *.qefro.com portal hostname.
  3. Have a Member sign in and confirm they only see granted workspaces.

Optional later: Enable Custom Domains.

Step 5 — Business Tools (customer channels only)​

In V1, Business Tool execution is not available from the Internal Portal. Configure tools for Website Widget and WhatsApp if needed; the portal stays a knowledge assistant.

See Business Tools and Secure Business Actions.

Workflow checklist​

Employee AI launch

  1. Create HR/IT workspaces — Separate from Support.
  2. Ingest internal docs — Cite-test with employees.
  3. Teams + grants — Members only see allowed workspaces.
  4. Brand portal — Logo, colors, hostname.
  5. Knowledge Q&A — Portal is RAG-only for Business Actions in V1.

FAQ​

Can customers use the Internal Portal?
No. The portal is for organization members. Customers use the widget or WhatsApp.
How do I restrict a contractor?
Invite as Member, put them on a Team that only grants the workspaces they need.