The Identity step is where you give your colleague a face and a job title. It’s the only step you must complete before saving.Documentation Index
Fetch the complete documentation index at: https://docs.eluu.ai/llms.txt
Use this file to discover all available pages before exploring further.
You can change every field on this step later by editing the colleague. The visibility toggle has a special confirmation flow on edit — see Switching Personal ↔ Shared below.
Open the wizard
From the sidebar, click Colleagues, then Add colleague. The wizard opens at Step 1.Fields
Avatar
The colleague’s profile picture. Click Upload to use your own image, or pick from the avatar gallery (cartoon avatars generated server-side). Recommended: a square image, at least 256×256 px. Eluu auto-resizes larger images.Name
What you’ll call the colleague.| Constraint | Value |
|---|---|
| Required | Yes |
| Min length | 1 character |
| Max length | 100 characters |
Sofia, Max, Aria, Pepper — short, human names work well to mention in Slack and to call out in conversation. Avoid Sales Bot or Marketing Helper.
Role
A one-line job title that tells your colleague (and you) what it focuses on.| Constraint | Value |
|---|---|
| Required | Yes |
| Min length | 40 characters |
| Max length | 180 characters |
Sales is too thin to ground a colleague’s behaviour. A senior sales operations specialist who runs morning pipeline reviews and drafts follow-ups is enough.
Examples that work:
A senior marketing specialist who crafts campaigns, tracks performance across channels, and writes weekly briefs.A customer success lead who watches HubSpot for at-risk accounts, drafts outreach, and escalates blockers in Slack.An engineering on-call colleague who triages alerts, drafts incident updates, and opens Linear tickets for follow-up.
Description
A short blurb shown on the colleague’s card and in the picker.| Constraint | Value |
|---|---|
| Required | No |
| Max length | 500 characters |
| Layout | 4-row textarea |
Drafts campaigns, tracks performance, and posts a weekly summary in #marketing every Friday.
Visibility — Personal or Shared
A two-button toggle. Default is Personal.- Personal — only you can see, edit, and use the colleague.
- Shared — your whole team can use the colleague.
Cover image
Optional. The colour bar that runs across the top of the colleague’s card. Pick a preset gradient or upload your own.Save and move on
When all required fields are valid, click Next: Personality. Eluu creates the colleague in draft state — if you back out before finishing the rest of the wizard, you can come back and pick up where you left off.Validation
The Identity step validates these fields on blur and when you click Next:- Name: required, 1-100 characters.
- Role: required, 40-180 characters.
- Description: optional, max 500 characters.
Switching Personal ↔ Shared
In the wizard (creation mode), toggling visibility is silent. In edit mode, it shows a confirmation dialog because changing visibility changes who can access the colleague’s history. Personal → Shared:Make colleague shared? All tasks, workspace history, and configuration will become visible to your entire team.Shared → Personal:
Make colleague personal? Only you will be able to access this colleague, its tasks, and workspace.Only the creator sees the visibility toggle. Other team members — admins included — can’t change it.
What happens next
After Identity, the wizard walks you through:Step 2 — Personality
Voice, tone, refusals, default workflow.
Step 3 — Abilities
Model, speed tier, skills, custom playbooks.
Step 4 — Behaviour
Coding rules, communication rules, safety rules.
Step 5 — Integration
Connect tools and set per-tool permissions.