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  2. Getting Started

Getting Started

This section walks you through everything you need to go from first login to a working AI Employee.

In This Section

  • First Login -- Sign up, authenticate, and complete onboarding.
  • Create Your First AI Employee -- End-to-end quickstart: pick a template or use Autopilot, configure a workflow, test it, and run your first conversation.
  • AI Employee Types -- Understand the different AI Employee interfaces and when to use each one.
  • Effective Discovery -- A framework for scoping high-impact use cases before you build.

Prerequisites

Before you begin, confirm the following:

  • You have received an invitation email from your Ema workspace administrator.
  • You have a supported browser (Chrome, Edge, Firefox, or Safari -- latest two major versions).
  1. Sign in -- Follow the First Login guide to access the Ema platform.
  2. Explore templates -- Browse the AI Employee templates on your dashboard to see what is available out of the box.
  3. Build something -- Walk through Create Your First AI Employee to deploy a simple RAG-based chat assistant in under 30 minutes.
  4. Understand your options -- Read AI Employee Types to pick the right interface for your next use case.
  5. Plan for production -- Use the Effective Discovery framework to scope and validate use cases before committing to a full build.

Last updated: Jul 3, 2026