Add an agent
Who this is for: an owner adding one agent by hand (the wizard adds a whole team).
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Click an empty desk in a room, or the + on the room’s name plate. The Add an agent dialog opens.
The Add an agent dialog —agent/office/agent-01-dialog.png -
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.
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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.
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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.
What a new agent knows
Section titled “What a new agent knows”- 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
Section titled “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
Limits & safety
Section titled “Limits & safety”- 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.
Troubleshooting
Section titled “Troubleshooting”- “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.
