Coworker · Guide · updated Sep 6, 2026
Open Coworker Coworker is the assistant on the More tab (Tools → Coworker on the web). It only sees your agency's data and only does what you approve.
Good things to ask
- Which employees have a background screening expiring this month?
- Show me Maria's visits last week as a table.
- Draft a progress note for yesterday's 3 PM visit with James.
- File these three PDFs (attach them).
- Send the new hire packet to Ana for signature.
Approvals
Reads run immediately. Anything that changes a record shows an approval card first. Auto mode lets organising changes run without the card (tags, document sections, recruit lists and document types); everything else still asks.
Voice
Tap the microphone for a live voice conversation. Voice always confirms before changing anything.
Privacy
Coworker runs on Anthropic and OpenAI models under signed business associate agreements. What it reads is limited to your agency's records, and nothing it drafts is saved until you say so.
Related
- Upload, replace and request documents · Three ways a document gets into a record: you upload it, Coworker files it, or the person sends it through a request link.
- Session notes · Where notes live and who can edit them.