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Add an agent

Who this is for: an owner adding one agent by hand (the wizard adds a whole team).

  1. Click an empty desk in a room, or the + on the room’s name plate. The Add an agent dialog opens.

  2. Type a Name or press Suggest a name. Names are first names: they become the agent’s profile and appear in chats, so keep them short.

  3. Pick the Room (pre-filled from where you clicked) and a Role. The role list is the room’s: every role shows a one-line summary and a badge with how many ERP tools it holds. See Choosing a role.

  4. Press Add. The agent appears at its desk as provisioning and turns awake after about a minute: its profile is created, it inherits your model and key, gets its role brief and its room’s automations, and connects to Bakulai.

The dialog shows Your plan allows N office agents; when the seats are used up, Add is disabled until you remove an agent or upgrade.

  • Your company brief (Settings → Company) and its room’s brief — who it works with, who it reports to.
  • The ERP tools of its role — a Bookkeeper can create a draft Journal Entry, a Social Media Manager cannot.
  • Its room’s automations, switched on immediately (payroll drafts and social-media jobs stay off until you enable them).
  • Nothing about previous conversations: memory is per agent and starts empty.
✦ Ask your agent

Things you can say to an agent in Bakulai Agent:

“create an agent for Sales called Dina”“how many agents can I still add?”
  • “which roles fit a warehouse admin?”runs directly
  • “hire a marketing agent named Maya”asks you first
  • “Maya says Needs attention, fix her”runs directly
  • One agent per WhatsApp number, Telegram bot or mailbox — an agent cannot share a number with another (see One number per room for the workaround).
  • Removing an agent deletes its profile and memory — a desktop action, never an agent’s.
  • “Needs attention” after adding — open the agent and press Retry setup; it resumes from the failed step.
  • “an agent named … already exists” — names are unique per room; pick another.
  • The agent answers “no model” — Settings → AI model has no provider yet, or the key was added after the agent; open the agent → Model tab.

Rooms · Awake and asleep · Move or remove an agent