---
title: Manage your Virtual Teammate
slug: agent-platform/docs/manage-your-virtual-teammate
docTags: 
createdAt: 2026-08-27T20:58:49.000Z
---

Manage your Virtual Teammate in Optimizely Agent Platform to supervise its work, adjust what it does, and control what it can access. You manage a teammate you hired from its own page in Agent Platform. To hire one, see [Hire a Virtual Teammate](docId:0-cn_dp-ZvYzjZWMrm8MS).

This article is for the people who manage a hired Virtual Teammate. You must be a manager of the teammate to change its settings. If you are an Agent Platform administrator managing which jobs a teammate makes available or whether people can hire it, see [Manage Virtual Teammates for your organization](docId\:JqSAzQXb-M_V_2KBUboq_).

## Act as a Virtual Teammate

Switch your identity to a Virtual Teammate to work in Agent Platform as that teammate. Acting as a teammate gives you the teammate's own view of Agent Platform, where you can do anything the teammate can. Agent Platform takes every action as the teammate until you switch back. Use it to manage the teammate's connectors, run its agents, or work in its chat on its behalf.

To act as a teammate, complete the following steps in Agent Platform:

1. Click **Switch identity >** select the teammate.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/keoGxFay8kHHFyS5kBm9v_switch-identity.png" size="100" isUploading="false" position="center" width="2130" height="650" darkWidth="2130" darkHeight="650" showCaption="false" indent="1"}

2. Work in Agent Platform as the teammate. The **Acting as** banner displays whose identity you are using.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5hiKvBgNgkDA9D5Th1kk-_acting-as-banner.png" size="100" isUploading="false" position="center" width="1934" height="732" darkWidth="1934" darkHeight="732" showCaption="false" indent="1"}

3. Click **Switch back** to return to your own identity.

### Add or remove a teammate's connectors

[Connectors](docId\:eeUZC_bU6INq4qTCkqXjU) give a Virtual Teammate access to third-party tools, such as Google Analytics 4 or HubSpot. To change a teammate's connectors, switch your identity to the teammate, then manage its connectors. While you act as the teammate, Agent Platform takes your actions as the teammate.

:::hint{type="info"}
**Note**

Connectors differ from Connections. Connectors give access to third-party tools, while Connections choose the product instance the teammate operates in.
:::

To add or remove a teammate's connectors, complete the following steps:

1. Click **Switch identity >** select the teammate.
2. Go to **Connectors**.
3. Click **Connect** or **Add connector** for the tool provider. To remove a connector, click **Disconnect**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Co4HnYRcGc6jSkbmxbqmM_acting-as-connectors.png" size="100" isUploading="false" position="center" width="2000" height="1254" darkWidth="2000" darkHeight="1254" showCaption="false" indent="1"}

4. Click **Switch back** to return to your own identity or click **Switch identity > Switch back to my profile**.

See [Connector tools overview](docId\:eeUZC_bU6INq4qTCkqXjU) and [Connectors tab overview](docId\:xUfalCQLkiP8yAktJWPzE) for information on each connector and how to connect them.

## Open a Virtual Teammate

In Agent Platform, complete the following steps:

1. Go to **Virtual Teammates > Teammates**.
2. Select the teammate you want to manage.

Each teammate has two areas: **Supervise** for its work and **Settings** for its configuration.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/OQeepqpZBBER0C09ELyfL_vt-activity.png)

## Supervise

Track what a Virtual Teammate is doing and what it has produced. Select each section to review it.

### Activity

Displays upcoming jobs and when they run next, and a history of past runs.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5qD_jRdTxmnkIE-9Pt64j_vt-activity-2.png)

### Work

Displays a running record of everything the teammate has produced. Filter by **Type**, **Source**, or **Visibility**. Use the search field to filter by name, and switch between grid and list views.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3fjM6ggAyJtDL_BjQVzEY_vt-work.png)

## Settings

Configure who the teammate is, what it runs, and where it works.

### Identity

View the teammate's identity and personality. Edit or deactivate the teammate.

- **The basics** – Who the teammate is, such as the **Name**, **Email**, and **Start date**.
- **Deactivate** – Deactivate the teammate when you no longer need it.
- **Personality** – The personality shapes how the teammate writes and reasons. Select or edit a personality template, or build one from scratch.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/noI2jd81RCxAOK4pUNqym_identity.png)

### Tools

Connect to the external tools to expand your teammates abilities.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PNrg4Ke4-bv3bsMpOQ1UP_image.png)

### Product connections

Choose the product instance the teammate operates in for each connected product.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/RCnmtYg1NC7eL2hg0qq8z_image.png)

Choosing a product and instance tells the teammate where to work. It does not grant access. An administrator assigns the teammate a role on each instance in the [Overview of the Opti ID Admin Center](https://support.optimizely.com/hc/en-us/articles/25450783599117).

## Permissions

Permissions define who the teammate works with and the guardrails that keep it on track.

### Roles

Set the managers who direct, review, and approve the teammate's work, and the teammates it can message and share updates with.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/VO9MgVOSNH7iVYy6S1x4U_permissions-roles.png)

### Guardrails

Set the boundaries for what the teammate shares with each audience.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/U0CI9QV4Z3KjcngStnjWO_permissions-guardrails.png)

### Jobs

Turn jobs on or off or add a job.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/cUItf826-cYlvkhTf5njN_image.png)

### Interactions

Manage the channels your virtual teammate can be reached on, such as instant messaging.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/RgKmOMMmiy_0UP9OJEJ7d_screenshot-2026-09-09-at-64829-pm.png)

## Pause a Virtual Teammate

Pause a Virtual Teammate to stop it temporarily without deleting its history. Unlike [deactivating](docId\:tmB9NAk79-L6-T0sDlcd5), pausing is reversible. To pause a teammate, complete the following steps:

1. Go to **Virtual Teammates > Teammates**.
2. Click **More** for the teammate you want to pause.
3. Click **Pause**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/hoUXfXhSHKIKqib2m8mKO_pause-vt.png" size="100" isUploading="false" position="center" width="1892" height="730" darkWidth="1892" darkHeight="730" showCaption="false" indent="1"}

To resume a paused teammate, click **More >** **Resume**.

## Deactivate a Virtual Teammate

Deactivate a Virtual Teammate when you no longer need it. You can deactivate a teammate from the **More options** menu on the Teammates tab, or from its **Identity** settings.

Deactivating a Virtual Teammate is permanent and deletes the memory and context it has gathered. Deactivate it only when you no longer need that history. [Pause a Virtual Teammate](docId\:tmB9NAk79-L6-T0sDlcd5) instead if you want to stop it temporarily.

### Deactivate from the Teammates tab

To deactivate a Virtual Teammate from the Teammates tab, complete the following steps:

1. Go to **Virtual Teammates > Teammates**.
2. Click **More** for the teammate you want to deactivate.
3. Click **Deactivate**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/gcf0sn8jr3AVri3kYaSoV_deactivate.png" size="100" isUploading="false" position="center" width="2192" height="732" darkWidth="2192" darkHeight="732" showCaption="false" indent="1"}

4. Click **Deactivate** on the confirmation page.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/u8YEJ7tRTWjehBGHV-crL_confirm-deactivate.png" size="50" isUploading="false" position="center" width="590" height="416" darkWidth="590" darkHeight="416" showCaption="false" indent="1"}

### Deactivate from Identity settings

To deactivate a Virtual Teammate from its Identity settings, complete the following steps:

1. Go to **Virtual Teammates > Teammates**.
2. Select the teammate you want to deactivate.
3. Select **Identity**.
4. Click **Deactivate**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/tDoZmPyb5pB1RYQz7Bi9y_deactivate-details.png" size="100" isUploading="false" position="center" width="1904" height="978" darkWidth="1904" darkHeight="978" showCaption="false" indent="1"}

5. Click **Deactivate** on the confirmation page.

:::hint{type="info"}
**Note**

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj).
:::