> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utari.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Create Your First Utari Worker
> Learn how to create and configure workers (AI agents) in Utari, including setting up instructions, tools, integrations, knowledge, and automated triggers.
## 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.
## Creating Your Worker
Log into your Utari account at [https://utari.ai/dashboard](https://utari.ai/dashboard) and click on **Workers** in the main navigation. Think of workers as employees that specialize in specific tasks.
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**.
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
Click **Save changes** to create your worker.
## Configuring Instructions
Instructions are the core prompt that guides your worker's behavior.
Click on the **Instructions** tab in your worker's configuration.
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.
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.
## Adding Tools
Tools give your worker specific capabilities to perform actions.
Click on the **Tools** tab in your worker's configuration.
Browse through the available tools, which include:
* Web search
* Image creation/editing
* Presentation creation
* Document creation
* File uploads
* And many more
Check the box next to each tool you want to enable for this worker. Only activated tools will be available during execution.
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.
## Connecting Integrations
Integrations allow your worker to access third-party applications.
Click on the **Integrations** tab.
Click **Browse Apps** to see all available integrations.
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**
After connecting:
* Review the available tools for that integration
* Enable the specific tools you want your worker to use
* Click **Save tools**
Click the settings gear icon to adjust access permissions for specific tools.
## Adding Knowledge
Knowledge provides your worker with additional context, SOPs, and frameworks.
Click on the **Knowledge** tab in your worker's configuration.
Browse through available SOPs and documents in your knowledge base.
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](/jeremy-sops) guide for more details on managing knowledge.
## Setting Up Triggers
Triggers enable your worker to run automatically on a schedule or based on events.
In the **Triggers** tab, click **Create new**.
Select:
* **Schedule Trigger**: Run on a time-based schedule
* **Event-based Trigger**: Run when specific events occur
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
Click **Next** to proceed to the execution configuration.
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.
```
* Click **Create schedule tasks** to activate
* Use the pause button to temporarily disable
* Click the settings icon to edit the trigger
## Using Your Worker
Once configured, you can interact with your worker through chat.
Click **Start Chat** to open a conversation with your worker.
Ensure your newly created worker is selected from the dropdown menu.
Select your preferred AI model from the model dropdown if you want to use something other than the default.
Click **Attach files** to upload any documents or images needed for the task.
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.
```
Watch as your worker:
* Understands your request
* Searches its knowledge base
* Uses activated tools
* Generates the response
### Example Prompts
```text Content Creation theme={null}
Create a blog post about AI trends using our content style guide.
```
```text Research theme={null}
Search the web for the latest developments in quantum computing and summarize the findings.
```
```text Document Processing theme={null}
Review the uploaded contract and extract key terms and deadlines.
```
## Best Practices
Begin with basic tools and add more capabilities as you understand your worker's needs.
Use clear, task-specific names for your workers to easily identify their purpose.
Run test prompts before setting up automated triggers to ensure proper configuration.
Only activate knowledge that's directly relevant to avoid information overload.
Regularly check automated task results to ensure quality output.
Once you've perfected a worker configuration, save it as a template for similar tasks.
## 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
## Next Steps
Learn about each available tool and when to use them
Deep dive into connecting and using third-party apps
Master the knowledge base and SOP system
Create complex workflows with advanced triggers
## 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.