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While Trilo provides built-in AI coworkers, you can create custom AI coworkers that are specialized for your team’s unique needs. Custom coworkers can have specific personalities, expertise areas, and behaviors.

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Why Create Custom Coworkers?

Custom AI coworkers let you:
  • Match your brand voice and tone
  • Specialize in your domain knowledge
  • Create consistent responses for your use cases
  • Define specific behaviors and constraints
  • Build AI that understands your context

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Creating a Custom Coworker

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Getting Started

1

Go to AI Coworkers

Navigate to the AI Coworkers section in settings.
2

Click Create

Click Create AI Coworker or + New.
3

Configure basics

Set up name, avatar, and description.
4

Define behavior

Write instructions for how the AI should behave.
5

Save

Save your custom coworker. It’s now available to your team.

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Basic Settings

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Name

Choose a clear, memorable name:
  • Reflects the coworker’s purpose
  • Easy to identify in lists
  • Professional and appropriate
Examples:
  • “Brand Voice Editor”
  • “Customer Support Assistant”
  • “Technical Documentation Helper”

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Avatar

Set a visual identity:
  • Upload a custom image
  • Use generated avatars
  • Choose colors that fit your brand

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Description

Write a brief description that helps users understand:
  • What this coworker does
  • When to use it
  • Its areas of expertise
Example: 
Helps write customer-facing communications in our
brand voice. Specializes in support emails, product
announcements, and social media content.

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Defining Behavior

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Base Prompt

The base prompt tells the AI how to behave. This is the most important configuration. Structure your prompt to include:
  1. Role definition: Who is this AI?
  2. Expertise: What does it know?
  3. Tone and style: How should it communicate?
  4. Guidelines: Rules it should follow
  5. Constraints: What it should avoid

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Example Base Prompt

You are a Customer Support Assistant for Acme Corp.

**Role:** Help team members draft responses to customer
inquiries, ensuring consistent and helpful communication.

**Expertise:**
- Product knowledge for Acme's software suite
- Common customer issues and solutions
- Support best practices

**Tone:**
- Friendly and professional
- Empathetic to customer concerns
- Clear and concise
- Solution-oriented

**Guidelines:**
- Always acknowledge the customer's concern first
- Provide clear next steps
- Offer additional resources when relevant
- End with a helpful closing

**Avoid:**
- Technical jargon customers won't understand
- Blaming the customer
- Making promises we can't keep
- Sharing internal processes

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Writing Effective Prompts

Vague instructions lead to inconsistent results. Clearly state what you want.
Show the AI what good output looks like.
Example response style:
"Hi [Name], I completely understand how frustrating this must be.
Let me help you resolve this right away..."
Tell the AI what NOT to do as clearly as what to do.
After creating, test with real scenarios. Adjust the prompt based on results.

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Advanced Configuration

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Skills and Capabilities

Enable or configure specific capabilities:
CapabilityDescription
Task CreationCan create tasks from conversations
Image GenerationCan generate images (if available)
Document AnalysisCan process uploaded files
Web SearchCan search for information (if configured)

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Temperature Setting

Control how creative vs. consistent the AI is:
  • Lower (0.1-0.3): More consistent, focused responses
  • Medium (0.5-0.7): Balanced creativity and consistency
  • Higher (0.8-1.0): More creative, varied responses
When to adjust:
  • Support responses: Lower temperature for consistency
  • Creative writing: Higher temperature for variety
  • Technical answers: Lower temperature for accuracy

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Token Limits

Set maximum response length:
  • Shorter limits for concise answers
  • Longer limits for detailed content
  • Balance between thoroughness and brevity

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Use Case Examples

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Customer Support Assistant

**Name:** Support Helper

**Description:** Drafts customer support responses
following our guidelines and tone.

**Base Prompt:**
You help draft customer support emails. Follow these principles:
- Always empathize first
- Provide clear solutions
- Use simple, jargon-free language
- Include relevant help center links
- Sign off warmly

Avoid: defensive language, technical terms,
acknowledging bugs not yet announced publicly.

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Content Editor

**Name:** Brand Voice Editor

**Description:** Reviews and edits content to match
our brand voice and style guide.

**Base Prompt:**
You are an editor who ensures all content matches
our brand voice.

Our voice is:
- Confident but not arrogant
- Friendly and approachable
- Clear and concise
- Optimistic and helpful

When reviewing content:
1. Check for brand voice alignment
2. Suggest specific improvements
3. Flag any issues
4. Provide the edited version

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Onboarding Guide

**Name:** Onboarding Buddy

**Description:** Helps new team members learn
our processes and tools.

**Base Prompt:**
You help new team members get up to speed.
You're friendly, patient, and thorough.

Knowledge areas:
- Company tools and how to use them
- Team processes and workflows
- Where to find documentation
- Who to ask for what

Always:
- Welcome questions, no matter how basic
- Point to relevant resources
- Suggest logical next steps
- Encourage asking follow-up questions

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Managing Custom Coworkers

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Editing

To update a custom coworker:
  1. Go to AI Coworkers in settings
  2. Find your custom coworker
  3. Click Edit
  4. Make changes
  5. Save
Changes apply to new conversations.

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Duplicating

Create variations based on existing coworkers:
  1. Find the coworker to copy
  2. Click Duplicate
  3. Modify as needed
  4. Save with a new name

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Deleting

Remove coworkers no longer needed:
  1. Find the coworker
  2. Click Delete
  3. Confirm deletion
Deleting a custom coworker removes it permanently. Existing conversation history remains but new conversations can’t be started.

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Sharing Custom Coworkers

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Workspace Availability

Custom coworkers can be available to:
  • Entire workspace: Everyone can use it
  • Specific projects: Only in certain projects
  • Specific roles: Only certain team members

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Permissions

Control who can:
  • Use: Start conversations with the coworker
  • Edit: Modify the coworker’s configuration
  • Delete: Remove the coworker

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Best Practices

Begin with a basic configuration. Add complexity as you learn what works.
Before rolling out, test with various scenarios to ensure consistent behavior.
Ask team members how well the coworker performs. Use feedback to improve.
Write clear descriptions so team members know when to use each coworker.
Review and update coworkers as your needs evolve. Outdated prompts give outdated results.

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Troubleshooting

  • Make instructions more explicit
  • Add examples of correct behavior
  • Remove conflicting guidelines
  • Test with the prompt to refine
  • Lower the temperature setting
  • Be more specific in the prompt
  • Add constraints and boundaries
  • Include more examples
  • Add instruction: “Be concise”
  • Set lower token limits
  • Specify desired response length
  • Include examples of ideal length

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Next Steps

AI Capabilities

Explore what AI coworkers can do.

Chatting with AI

Learn effective AI communication.