Quick Start

Let's complete a minimal usable AI Employee setup in 5 minutes.

Install Plugin

AI Employees are built into NocoBase (@nocobase/plugin-ai), so no separate installation is required.

Configure Models

You can configure LLM services from either entry:

1. Admin entry: System Settings -> AI Employees -> LLM service.
2. Frontend shortcut: In the AI chat panel, use Model Switcher to choose a model, then click the shortcut to add an LLM service.

Usually you need to confirm:

1. Select Provider.
2. Fill API Key.
3. Configure Enabled Models; default Recommend is usually enough.

Enable Built-in Employees

Built-in AI Employees are enabled by default, and usually do not need to be enabled one by one.

If you need to adjust availability (enable/disable a specific employee), update the Enabled switch in System Settings -> AI Employees list.

Start Collaborating

On the application page, hover over the bottom-right shortcut entry and choose an AI Employee.

Click to open the AI chat dialog:

You can also:

• Add blocks
• Add attachments
• Enable Web Search
• Switch AI Employees
• Select models

AI Employees can also automatically get page structure as context. For example, Dex on a form block can read form field structures and call suitable skills to operate on the page.

Shortcut Tasks

You can preset common tasks for each AI Employee at the current location, so work can start with one click.

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Built-in Employees Overview

NocoBase provides multiple built-in AI Employees for different scenarios.

You only need to:

1. Configure LLM services.
2. Adjust employee enable status when needed (enabled by default).
3. Select model in chat and start collaborating.

Employee Name	Role Positioning	Core Capabilities
Cole	NocoBase Assistant	Product usage Q&A, document retrieval
Ellis	Email Expert	Email writing, summary generation, reply suggestions
Dex	Data Organizer	Field translation, formatting, information extraction
Viz	Insight Analyst	Data insight, trend analysis, key indicator interpretation
Lexi	Translation Assistant	Multilingual translation, communication assistance
Vera	Research Analyst	Web search, information aggregation, in-depth research
Dara	Data Visualization Expert	Chart configuration, visual report generation
Orin	Data Modeling Expert	Assist in designing data table structures, field suggestions
Nathan	Frontend Engineer	Assist in writing frontend code snippets, style adjustments

Notes

Some built-in AI Employees do not appear in the bottom-right list because they have dedicated scenarios:

• Orin: data modeling pages.
• Dara: chart configuration blocks.
• Nathan: JS Block and similar code editors.