Quickstart

Just activated WinNexo and want your Digital Worker running in 10 minutes? Start here.

A Digital Worker is your work partner: the data and Skills you provide determine the business it understands and the tasks it can perform. Complete these four steps to get started.

If you have already completed the basics, go to Advanced Usage for deeper customization.

Create your first position

Create a basic position in the Admin Console by entering a name and selecting an avatar. No advanced configuration is required.

Admin Console > Positions > Create Position

Provide the following basic information:

Field	Description	Example
Position name	Must start with a letter; only lowercase letters, numbers, underscores, and hyphens are allowed	`sales_assistant`
Position display name	Name displayed in Chinese	Sales Assistant
Avatar	Choose from the avatar library	Choose an approachable avatar
Description	Describe the role's responsibilities in 1–2 sentences	Customer profiles, opportunity follow-ups, and renewal alerts

Open the Admin Console

Click "Admin Console" in the upper right, select "Positions" on the left, then click "Create Position" in the upper right.

Enter basic information

Enter a name and display name, select an avatar, and write a short description. Skip the advanced options for now; you can return to customize them later.

Save

Review the information and click Save. Your position is ready. Next, give it your business knowledge.

Position names must start with a letter and can contain only lowercase letters, numbers, underscores, and hyphens, such as `sales_assistant`.

Add a Knowledge Base

Give your Digital Worker documents, meeting notes, and chat history from across your organization. It will reference this knowledge when answering questions.

Admin Console > Knowledge Bases > New Knowledge Base

The platform supports four ways to add knowledge:

Method	Supported content	Action
File upload	PDF, Word, Excel, PPT, images, audio, and video	Drag and drop files; maximum 2 GB per file
Office documents	DingTalk and Feishu online documents	Paste a link for automatic synchronization
Meeting recordings	Meeting notes and customer interviews	Upload audio or connect a recording source
Online notes	Quick notes	Edit directly in the platform

Very large files close to 2 GB take longer to parse, and some formats may not support online previews.

Create a Knowledge Base

Select "Knowledge Bases" in the Admin Console navigation and click "New Knowledge Base". Enter a name and description, select associated positions, set visibility, and click "Create".

Add knowledge

Open the Knowledge Base, click "Add Knowledge", and choose a source to upload content in bulk. Parsing starts automatically, with statuses progressing from "Waiting" to "Processing" to "Success".

Parsing takes time. Large files with more than 50 pages may take several minutes. Wait until all files show "Success" before testing in a Chat; otherwise, the Digital Worker may say it could not find relevant information.

Start a Chat

Once configuration is complete, return to the workspace to use your Digital Worker through natural language.

Workspace > Central chat area > Input box

Return to the workspace

Click the icon in the upper left of the Admin Console to return to the workspace home page. Select your new Digital Worker in the upper left.

Chat in natural language

Describe your question in the input box. The Digital Worker performs visible, multistep reasoning and generates a response. You can ask follow-up questions.

Combine Knowledge Bases and Skills

Use @ to select knowledge in a Chat. The Digital Worker automatically references its linked Knowledge Bases when answering questions and running Skills.

Use built-in Skills

The platform provides general-purpose Skills. Select one using the shortcut buttons below the chat area, or describe your task in natural language for automatic matching.

Try these ways to interact with your Digital Worker:

Ask directly: How many new key-account leads did we get last week? Break them down by industry.
Add context with @: Write a follow-up email for the most recent visit to @Customers/Example Technology.
Invoke a Skill with /: /Generate PPT — use the sales review we discussed in the previous round.

Create a scheduled task

Let your Digital Worker handle recurring work automatically. Once a scheduled task is configured, you can focus on results and exceptions.

Left navigation > Automated Tasks > Add Task

Create a scheduled task

Describe the task in natural language, such as "Every day at 9 a.m., generate yesterday's key-account follow-up report and send it to the sales group." The system parses the request automatically. Select relevant Skills as needed.

View execution records

Open "Scheduled Tasks > Execution Records" to view the time, status, and results of each run.

View Outputs

Open "Left navigation > My Outputs". Documents generated by scheduled tasks and Chats are collected here. Filter by type and time, then download or share them for reuse.

✓

Combining scheduled tasks, Knowledge Bases, and Skills enables powerful automation. For example, automatically generate a weekly competitive analysis from industry reports in your Knowledge Base and customer data in the system, then send it to a DingTalk group.

Best practices

One Digital Worker per position

Avoid using one worker for every scenario. Assign a single responsibility to each position for more focused answers and clearer permission boundaries.

Start using it, then refine it

You do not need a perfect configuration. Connect the basic Knowledge Bases and Skills and put your Digital Worker to work. Add knowledge and adjust settings based on real conversations; this is more effective than trying to anticipate everything up front.

Review regularly

As your business evolves, update your Digital Worker configuration. Every two weeks, review answer quality and check whether the Knowledge Base needs updates.