Build Your First Cloud Employee

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Getting Started

Login and Follow Along

Login to your Signals account and follow along to create and configure your first Cloud Employee

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Step-by-Step Guide

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1. Access Cloud Employees

1. Log in to your Signals account
2. Click on the “Cloud Employees” tab in the left sidebar

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2. Create New Employee

1. Click “Add New Employee” in the top right corner
2. This will take you to the Employee Onboarding page

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3. Select Employee Type

Choose from the following employee types:

• Chat
• Voice
• Inbound Calling
• Outbound Calling

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4. Choose Objective

Select the primary objective for your Cloud Employee based on your needs.

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5. Configure Basic Settings

Customize your Cloud Employee’s basic settings to match your requirements.

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6. Set Up Profile

In the Profile section, configure:

• Employee name
• Role
• Department
• Voice preview (for voice-enabled employees)

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7. Customize Appearance

1. Click the pencil icon in the top right corner of the employee’s image
2. Upload or select a new image for your Cloud Employee

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8. Define Employee Identity

In the employee identity box, specify:

• Tasks the employee should complete
• Context the employee should know
• Key responsibilities

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9. Configure Style Guide

Set your employee’s:

• Main traits
• Communication guidelines
• Response patterns

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10. Set Welcome Message

In the Welcome Message box:

• Create an opening message
• Configure response options for visitors

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11. Create Talk Tracks

In the talk tracks box:

• Create step-by-step response guides
• Tailor messages to your specific needs

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12. Add Example Conversations

In the example conversations box:

• Provide sample interactions
• Illustrate desired communication style

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13. Configure Data Capture

In the data capture field (top right):

• Select what data to capture during conversations
• Configure data collection preferences

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14. Create Custom Fields

1. Click “Create” in the Data Capture section
2. Add custom fields to collect specific information
3. Fields will automatically collect and store relevant data

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15. Add Capabilities

On the right side of the settings page, enable features like:

• Teammate notifications
• Meeting booking
• Additional integrations

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16. Connect Knowledge Base

1. Select a previously created knowledge base
2. This provides additional information to your employee
3. For help creating a knowledge base, see the knowledge base documentation

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17. Adjust Sentiment

In the sentiment section:

• Modify the temperature setting
• Control the tone of responses

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18. Configure Webhook

In the Webhook URL section (bottom right):

• Add your webhook URL
• Configure data transmission settings

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19. Activate Employee

1. Find the active switch at the top right
2. Toggle to activate (green indicates active status)

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20. Test Your Employee

1. Click “Role Play” at the top right
2. Test the employee’s responses and behavior

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21. Save Changes

Click the save option at the top right to preserve your configuration.

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Next Steps

Integrate With Signals API

Visit the API Reference section to learn how to use the Signals API to integrate your Cloud Employee with your existing systems