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Overview

This guide walks you through creating your first Utari worker from scratch. Workers are specialized AI agents that perform specific tasks within your workspace. You’ll learn how to configure their capabilities, connect integrations, add knowledge, and set up automated workflows.

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Creating Your Worker

1

Access Workers

Log into your Utari account at https://utari.ai/dashboard and click on Workers in the main navigation. Think of workers as employees that specialize in specific tasks.
2

Start Creation Process

Click Add Workers on the left-hand side. You’ll have the option to:
  • Create from scratch
  • Explore templates
For this guide, select Create from scratch.
3

Name Your Worker

Click on “New Worker” and give your worker a descriptive name (e.g., “VSL Worker”).You can also:
  • Change the worker’s icon
  • Customize the color scheme
4

Save Initial Configuration

Click Save changes to create your worker.

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Configuring Instructions

Instructions are the core prompt that guides your worker’s behavior.
1

Access Instructions

Click on the Instructions tab in your worker’s configuration.
2

Review Default Prompt

Utari provides a robust default prompt that works well for most use cases. We recommend leaving it as-is and using the Knowledge feature to guide specific behaviors.
3

Customize (Optional)

If you need to modify the instructions:
  • Click on the instructions text
  • Read through the entire prompt carefully
  • Make targeted changes to specific sections
  • Click Save when done
The default instructions are comprehensive and tested. Only modify them if you have a specific need and understand the full context of the prompt.

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Adding Tools

Tools give your worker specific capabilities to perform actions.
1

Navigate to Tools

Click on the Tools tab in your worker’s configuration.
2

Review Available Tools

Browse through the available tools, which include:
  • Web search
  • Image creation/editing
  • Presentation creation
  • Document creation
  • File uploads
  • And many more
3

Activate Required Tools

Check the box next to each tool you want to enable for this worker. Only activated tools will be available during execution.
4

Learn About Each Tool

Check our individual tool documentation to understand what each capability does and when to use it.
Start with essential tools for your worker’s primary task, then add more as needed. Too many tools can sometimes slow down decision-making.

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Connecting Integrations

Integrations allow your worker to access third-party applications.
1

Open Integrations

Click on the Integrations tab.
2

Browse Available Apps

Click Browse Apps to see all available integrations.
3

Add an Integration

For example, to add Google Drive:
  1. Find Google Drive in the list
  2. Click Add
  3. Click Create new connection
  4. Click Create connection then Connect
  5. Select your Google account in the popup
  6. Click Continue to grant permissions
  7. Click I’ve completed authentication
4

Enable Integration Tools

After connecting:
  • Review the available tools for that integration
  • Enable the specific tools you want your worker to use
  • Click Save tools
5

Configure Settings (Optional)

Click the settings gear icon to adjust access permissions for specific tools.

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Adding Knowledge

Knowledge provides your worker with additional context, SOPs, and frameworks.
1

Navigate to Knowledge

Click on the Knowledge tab in your worker’s configuration.
2

Search for Existing Knowledge

Browse through available SOPs and documents in your knowledge base.
3

Activate Relevant Knowledge

Select the specific documents or SOPs that are relevant to this worker’s tasks. For example:
  • For a VSL worker, activate the “Mastering VSLs” SOP
  • For a content writer, activate your content style guides
Workers can only access knowledge that has been explicitly activated for them. See our Using Jeremy SOPs in Utari guide for more details on managing knowledge.

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Setting Up Triggers

Triggers enable your worker to run automatically on a schedule or based on events.
1

Create New Trigger

In the Triggers tab, click Create new.
2

Choose Trigger Type

Select:
  • Schedule Trigger: Run on a time-based schedule
  • Event-based Trigger: Run when specific events occur
3

Configure Schedule Trigger

For a scheduled trigger:
  1. Select your worker from the dropdown
  2. Give the trigger a descriptive name (e.g., “Daily VSL Creation”)
  3. Click Set schedule and timing
  4. Choose frequency:
    • Quick: Pre-set intervals (daily, weekly, etc.)
    • Recurring: Custom recurring patterns
    • One time: Single execution
    • Advanced: Complex schedules
  5. Set the time and timezone
4

Choose Execution Method

Click Next to proceed to the execution configuration.
5

Write Trigger Prompt

Enter the instructions for what the worker should do when triggered. For example:
    Every day, create a VSL based on the Mastering VSL doc on how to use AI for business.
6

Create and Manage

  • Click Create schedule tasks to activate
  • Use the pause button to temporarily disable
  • Click the settings icon to edit the trigger

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Using Your Worker

Once configured, you can interact with your worker through chat.
1

Start a Chat

Click Start Chat to open a conversation with your worker.
2

Select Worker

Ensure your newly created worker is selected from the dropdown menu.
3

Choose Model (Optional)

Select your preferred AI model from the model dropdown if you want to use something other than the default.
4

Attach Files (Optional)

Click Attach files to upload any documents or images needed for the task.
5

Enter Your Prompt

Type your request in the chat. For example:
    Please create a VSL on how AI can be used for business using the Mastering VSL doc.
6

Review Worker Process

Watch as your worker:
  • Understands your request
  • Searches its knowledge base
  • Uses activated tools
  • Generates the response

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Example Prompts

Create a blog post about AI trends using our content style guide.

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Best Practices

Start Simple

Begin with basic tools and add more capabilities as you understand your worker’s needs.

Name Descriptively

Use clear, task-specific names for your workers to easily identify their purpose.

Test Thoroughly

Run test prompts before setting up automated triggers to ensure proper configuration.

Organize Knowledge

Only activate knowledge that’s directly relevant to avoid information overload.

Monitor Triggers

Regularly check automated task results to ensure quality output.

Use Templates

Once you’ve perfected a worker configuration, save it as a template for similar tasks.

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Troubleshooting

Check that:
  • Required tools are activated
  • Necessary integrations are connected and authenticated
  • Relevant knowledge is enabled
  • Your prompt is clear and specific
Try:
  • Clearing browser cache and cookies
  • Using a different browser
  • Checking if you have proper permissions on the third-party app
  • Reconnecting the integration from scratch
Verify:
  • The trigger is not paused
  • Timezone is set correctly
  • The worker has all necessary tools and knowledge activated
  • The prompt is properly formatted
Ensure:
  • Knowledge is uploaded to the knowledge base
  • Knowledge is activated in the worker’s Knowledge tab
  • You’re referencing the correct document name in your prompt

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Next Steps

Explore Tools

Learn about each available tool and when to use them

Integration Guides

Deep dive into connecting and using third-party apps

Knowledge Management

Master the knowledge base and SOP system

Advanced Automation

Create complex workflows with advanced triggers

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Summary

You’ve successfully learned how to:
Create a new worker from scratch
Configure instructions, tools, and integrations
Add knowledge and SOPs to your worker
Set up automated triggers for scheduled execution
Use your worker through chat interactions
Your worker is now ready to perform automated tasks and assist with specialized work. Experiment with different configurations to find what works best for your specific use cases.