Deploy your first AI teammate

Before you start

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

• • A ZephMatrix account (sign-up is handled via the auth portal).
• • Private beta access enabled for your workspace.
• • At least one business workspace created for testing teammates.

If your account is not yet enabled for private beta, you'll see the private beta screen instead of the dashboard.

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 marketplace or define a new role from scratch. A role captures:

• • Job description and scope
• • Guardrails and autonomy level
• • 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.