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Have your intake conversation
Give your AI employee the business context it needs to help you well.
Reviewed September 10, 2026
Before you begin
Use the capabilities and access included in your CubiCrew handoff.
You need access to your AI employee before intake. This conversation is your starting point: help it understand your business before asking it to take on work.
Begin where you are
Section titled “Begin where you are”Open your employee through the link in your CubiCrew handoff. Follow the intake process provided in your setup. If you are unsure how to begin, say:
I am ready to start my intake. Help me explain my business, who I serve, how I work, and where I need help. Guide me through the intake available in our setup, one step at a time. Tell me if anything needs my AI Trainer.
Talk about your real work
Section titled “Talk about your real work”Describe your customers, what you offer, your current priorities, and work that repeatedly takes your attention. Share an example of what good work looks like when it helps explain your standards.
Answer with what you know. Say when a fact is uncertain or a decision is still open. You can return to missing information; guessing makes later work harder to check.
Finish with a shared picture
Section titled “Finish with a shared picture”Ask your employee to summarize what it understood and list the remaining questions. Read that summary for accuracy. Correct the business facts, priorities, or expectations that would send it in the wrong direction.
Confirm where the intake information is kept and how it will be available for future work. If your setup is unclear, bring that question to your AI Trainer.
Ready to continue: you recognize your business in the summary, and you know what context still needs to be added.