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The first-office wizard

Who this is for: an owner with an empty office, or one who wants to add a whole department at once.

The wizard appears once, right after setup, when the office has no agents yet. Later it lives under Settings → Office → Set up from a template… and only adds what your office lacks — it never removes anything.

Steps

Section titled “Steps”

  1. Pick what your business does: Retail shop, Food & beverage, Services, Wholesale & distribution or Online shop.

  2. Answer two questions: Do you have a business WhatsApp number? adds a customer-service agent to answer it. Do you post on social media? adds a marketing agent. Linking the number and the accounts happens later, in Settings.

  3. Check the preview. It lists the agents about to be hired (name, role, room) and how many seats your plan allows — the smallest useful team comes first, the rest fills in when the plan has room. Press Hire N agents.

  4. Wait. Each agent takes about a minute to set up; you can close the window and watch the map. An agent that fails shows Needs attention — open it and press Retry setup.

Each agent’s automations follow its room and start switched on (payroll drafts are the exception: you switch those on yourself).

Ask your agent

Section titled “Ask your agent”
✦ Ask your agent

Things you can say to an agent in Bakulai Agent:

“set up an office for a caf锓which template fits a wholesale business?”
  • “what would the online-shop template give me?”runs directly

Limits & safety

Section titled “Limits & safety”
  • The wizard runs on the desktop only; a paired tablet cannot start it.
  • It respects your plan’s seat count: with 3 agents already hired and a Pro plan (5), it adds at most 2.

Troubleshooting

Section titled “Troubleshooting”
  • “Nothing to add” — every role of the template is already in the office. Add single agents instead.
  • An agent stays on “Needs attention” — open its desk, press Retry setup; if it keeps failing, Settings → Account & app → Run agent health check.
Section titled “Related”

Add an agent · Rooms · Requirements