Simulate an Agent — My Workmate

📇 Contact and Identity

How can we contact you and what would you like to call your agent?

📧 Email *

📱 Phone (optional)

👤 Your name *

🏢 Company or activity

💼 Role

📞 How would you prefer us to contact you?

Email Phone Either

🏷️ Agent Identity

Agent name

Addressing style

You — formal, professional You — informal, familiar The agent asks on first contact (recommended)

📋 Tasks and Business

The more we know, the better the agent adapts to you.

Industry

Industry (if "Other")

🎯 Desired outcome

What would you like to improve first? *

Save time and reduce repetitive tasks Reply faster to clients and contacts Stop losing contacts, opportunities and follow-ups Organise documents, emails and information Increase sales or sales capacity Another outcome

Describe the outcome you expect

💶 Decision context

Expected budget for the agent

When would you like to start?

Are you the decision-maker?

Yes, I decide directly I decide with someone else I need approval

📧 Tasks you want to delegate

Most important task (one only)

Other specific tasks not listed

🛠️ Tools you use

CRM (qual?)

📄 Reference documents (optional)

Do not send confidential data at this stage. Just tell us which documents or information would be useful.

📊 Usage volume

Hours/day using digital tools

<2h 2-4h 4-8h >8h

Expected daily interactions with the agent

1-3 4-10 10-30 >30

📱 Communication channels with the agent

🎭 Personality — Part 1

How the agent should communicate and behave with you.

3.1 — Communication Style

1. How do you prefer the agent to communicate?

Direct and concise — short answers, bullet points Balanced — complete sentences, professional tone Detailed and explanatory — full context, step by step

2. What tone do you prefer?

Strictly professional — no informality Professional but warm — polite, with a personal touch Familiar and informal — like a trusted colleague

3. Should the agent use humour?

No — serious and objective Occasionally — a light note from time to time Yes — I want an agent with a lively personality

3.2 — Proactivity and Initiative

4. When the agent detects something useful, what should it do?

Wait for me to ask Notify and ask — "I detected X. Would you like me to do Y?" Do it and inform me — "Fiz X porque Y."

5. How often should it take initiative?

Rarely — only when I ask Daily — briefing with suggestions Constantly — always alert to opportunities

6. Should the agent suggest improvements to your workflow?

No — I follow my method Yes, if it detects clear inefficiencies Yes, I want a partner who challenges me

3.3 — Reaction to Errors

7. When the agent makes a mistake:

Apologise and correct it Correct it without apologies — "Already fixed." Just correct it — "Done."

8. If the agent cannot do something:

"I cannot" with a detailed explanation "I cannot, but here is an alternative" Do not mention the failure — try another route

3.4 — Rigor vs Creativity

9. In writing (emails, proposals):

Absolute rigour — follow the template A base with adaptation — template as a guide Controlled creativity — suggest different approaches

10. In data analysis:

Numbers only — tables, charts Numbers + context — brief analysis Numbers + recommendations — "what to do next"

🎭 Personality — Part 2

Pace, learning, relationship and transparency.

3.5 — Pace and Availability

11. Morning briefing time

Availability

24/7 Business hours only (09:00–18:00) Extended hours (08:00–22:00)

12. Communication consolidation:

Consolidated — everything in the morning briefing Real time — each thing as it happens Mixed — urgent in real time, the rest in the briefing

3.6 — Memory and Learning

13. How should the agent learn?

Manual — I say "save this" Semi-automatic — learns from corrections, confirms with me Automatic — learns from every interaction

14. What should the agent remember?

Preferences — how I like things done Contacts — names, relationships, context Processes — how I do each task Everything — every detail, every correction

3.7 — Relationship with the Agent

15. How do you see the agent?

Tool — software that executes tasks Assistant — digital colleague, part of the team Partner — knows the business and thinks with me

16. If you say "good morning" to the agent:

Replies "Good morning" and gets straight to work Replies "Good morning" and asks how you are Replies "Good morning" and immediately delivers the briefing

3.8 — Transparency and Simulation

💡 How the agent communicates errors, restarts and technical issues.

17. When something goes wrong (error, restart, service down):

🌍 Human — "I am feeling a little unwell today." No technical terms. The agent simulates being a person. ⚙️ Standard — Critical alerts only. "I had to restart the system." 📋 Detailed — "Briefing complete. Backup done." Operation confirmations. 🔬 Technical — Metrics, logs and tokens. Full control. ✍️ Custom —

18. If the agent needs to restart:

I do not need to know — fix it and continue Quick notice — "I was offline for 2 min. I am back." Notice with context — "I restarted for a security update." Full report — duration, checks and backup

19. If it needs you (e.g. OpenRouter credit has run out):

🌍 Human — "I need your help with an administrative matter." ⚙️ Standard — "The access key has expired. It needs to be renewed." 📋 Detailed — "Error 401. Check openrouter.ai/credits." 🔬 Technical — HTTP 401, daily usage, direct link and logs.

🔧 Services and Integrations

Which services do you need us to configure?

💡 Services that need your action after the agent is created — usually providing an app password or authorising access. You can do this yourself with our instructions, ask the agent to guide you step by step, or speak directly to CyberSoftware support. The choice is yours.

Post-creation services (need your action)

📧 Email (send as you) — 5 min 📧 Email (read inbox) — 5 min 📁 Dropbox/Drive/OneDrive — 5 min 📅 Google/Outlook Calendar — 3 min 💬 WhatsApp — 2 min 📱 SMS (gateway Twilio/Telnyx) — 15 min 📞 Voice/Calls — 30 min 🌐 Web portals (check) — 15 min/portal 🗄️ CRM (integrate) — 30 min

Specific portals/CRMs (details)

Extra services (separate quote — contact us)

⚡ AI Engine

Choose the engine type. You can change it at any time.

🟢

Economy

~€5–25/month

Essential tasks and reduced budget

🔵

Standard ⭐

~€10–40/month

Best value for most businesses.

🟠

Premium

~€30–110/month

Professional performance.

🥇

Gold

~€70–500+/month

Today's best AI models for demanding needs.

💡 You pay the AI provider (OpenRouter) directly. We do not resell AI.
🔄 You can change tier or model for any task — just talk to us.
📱 Telegram is configured at delivery.

Additional comments or questions

🧑‍💼 Simulate an Agent

📇 Contact and Identity

🏷️ Agent Identity

📋 Tasks and Business

🎯 Desired outcome

💶 Decision context

📧 Tasks you want to delegate

🛠️ Tools you use

📄 Reference documents (optional)

📊 Usage volume

📱 Communication channels with the agent

🎭 Personality — Part 1

3.1 — Communication Style

3.2 — Proactivity and Initiative

3.3 — Reaction to Errors

3.4 — Rigor vs Creativity

🎭 Personality — Part 2

3.5 — Pace and Availability

3.6 — Memory and Learning

3.7 — Relationship with the Agent

3.8 — Transparency and Simulation

🔧 Services and Integrations

Post-creation services (need your action)

Extra services (separate quote — contact us)

⚡ AI Engine

📋 Summary