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Employees

What you'll learn
  • What employee management means in AutoTalk
  • Where to find employee settings
  • How to invite new team members using invite links
  • How employees connect to services, schedules, and the rest of the platform

The Employees section lets you manage the team members who work in your business. Each employee has their own profile, working schedule, assigned services, and display preferences. Employee settings are accessed through the Profissional section in the sidebar.

Where to find employee settings​

Employee configuration is located at Profissional > Configuracoes (Professional > Settings). This opens an edit form where you can manage the currently active employee's profile, working schedule, and display options.

If your company has multiple employees, you can switch between them using the "Trocar profissional" (Switch employee) option, which lets you select a different employee profile to view or edit.

How employees fit into AutoTalk​

Employees are central to how AutoTalk operates:

  • Calendar -- Each employee has their own working schedule. Calendar events are assigned to specific employees, and availability is calculated based on their configured hours.
  • Services -- Services can be assigned to specific employees, defining who is qualified to perform each type of work. This affects what the booking system and AI agent show to customers.
  • Inbox -- Conversations can be assigned to individual employees for follow-up and management.
  • Chat display -- Each employee can control what AI-related information appears in their chat interface through display option settings.

What you can configure​

From the employee settings page, you can manage:

  • Profile -- Employee name and avatar (profile photo)
  • Working schedule -- Business hours for each day of the week, including day-off settings
  • Display options -- Control visibility of AI function calls, structured outputs, and error messages in the chat interface
  • Team management -- Invite new members via shareable links, manage existing team members, and control access (admin only)
tip

Set up employee working schedules as early as possible. Accurate schedules ensure the calendar shows correct availability and prevent double-bookings when customers or the AI agent attempt to schedule appointments.

Next steps​