Deploy your first AI teammate

Before you start

ZephMatrix is in public beta. To access the dashboard, you'll need:

• • A ZephMatrix account — sign up free at zephmatrix.ai.
• • At least one business workspace created for testing teammates.

1. Sign in and open the Roles area

Start by signing in to the ZephMatrix dashboard. From the navigation, open the AI Teammates or Roles section to see existing roles and templates.

2. Choose a template or create a new role

You can either install a role from the role library or define a new role from scratch. A role captures:

• • Job description and scope
• • Guardrails and approvals
• • Connected tools (via MCP integrations)

3. Configure guardrails and approvals

Each role has a capabilities and guardrails configuration. This controls which actions the role can take, what requires approval, and how costs are bounded. These settings are enforced in code by the platform.

4. Test in the dashboard

Before rolling out to end users, interact with the role directly in the dashboard. Start with low-risk test tasks and verify that guardrails and approvals behave as expected.

Active roles appear under Dashboard → Active Roles, where you can see basic performance metrics like conversations, success rate, and average response time.

5. Expand with platform capabilities

After your first run is stable, expand execution scope with capability surfaces like knowledge ingestion, skills, integrations, webhooks/triggers, and artifacts.

Review the full capability map in Platform Capabilities before enabling higher-autonomy use cases.