> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exterview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Configure an AI Coworker

> Define a custom agent, scope its access, and set its approval boundaries. Upcoming.

**AI.** AI Coworker lets you define a custom agent for a specific, recurring job, with its own scoped access and approval boundaries. It is **Upcoming**, not yet available.

<Frame>
  <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="AI Coworker" width="1280" height="720" data-path="images/guides/fallback.png" />
</Frame>

## Steps

<Steps>
  <Step title="Define the agent's job">
    Describe what the custom agent is for.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Define the agent's job" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Grant scoped access">
    Give it only the data and tools it needs.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Grant scoped access" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Set approval boundaries">
    Decide what it can do without asking, and what needs sign-off.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Set approval boundaries" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Activate it">
    Run it on a schedule or a trigger.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Activate it" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Monitor its actions">
    Review what it did in the audit log.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Monitor its actions" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>
</Steps>