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Creating a Workforce

Step-by-step guide to creating your specialized agent team

Overview

Creating a workforce involves defining its purpose, selecting the agents it can use, and optionally enhancing the description using AI. This guide walks you through each step.

Prerequisites

  • At least one deployed agent available in your account
  • Clear understanding of the workforce's intended purpose

Step-by-Step Guide

1Navigate to Viksa Force

From the main sidebar, click on Viksa Force to open the workforce management page.

2Click Create Workforce

Click the Create Workforce button to open the creation form.

Create Workforce

3Define Basic Information

Fill in the following required fields:

  • Name: A descriptive name (e.g., "Customer Support Team")
  • Role: Short title for the workforce (e.g., "Support Specialist")
  • Role Description: Detailed description of capabilities and behaviors

4Enhance with AI (Optional)

Click the sparkle icon next to the role description to let AI improve your description:

Improve with AI

You can provide optional improvement instructions to guide the AI.

5Select Allowed Agents

Choose which agents this workforce can use. Only these agents will be available when chatting with this workforce selected.

Search agents...
Email Agent
Ticket Agent

6Add Labels (Optional)

Add labels to help organize and categorize your workforce:

supportcustomer-facing

Save and Use

Click Create to save your workforce. It will be immediately available for selection in the chat interface.

Create Workforce

Best Practices

Be Specific with Roles

Clear role definitions help the AI select the right agents for tasks.

Curate Agent Selection

Include only relevant agents to avoid confusion and improve accuracy.

Use AI Improvement

Let AI enhance descriptions for better agent matching.

Start with Personal Scope

Test your workforce before promoting to organization level.

Next Steps

Now that you've created a workforce, learn about sharing it:

Learn about Workforce Scopes