Feature guide · People
Give a new team member a place in your notebook
· 3 min read · OperatorOS
A new team member brings details you want to remember: what they already know, what they want to learn and where a little support would help. A short People entry gives those details a home in your retail notebook, instead of leaving them scattered across scraps of paper or separate conversations.
These steps use People in the live web companion for existing OperatorOS customers. Saving a person requires write access to your account. Web-only signup and billing remain coming soon.
Start with something useful and specific
Imagine a fictional store manager, Casey, welcoming Taylor to Brook Market. Taylor has experience running a closing shift but is learning the store’s stock-count process. During an introductory conversation, Taylor asks to see one complete count before trying it independently.
Casey does not need a long assessment. The useful starting point is Taylor’s role, the experience Taylor described and the learning preference they discussed. Keep observations separate from assumptions: “Asked to observe a full count” is clearer than “Not confident with inventory.”
Create the person record
- 1Sign in to the OperatorOS web companion and open People in Work. Review the names already there so you do not create a second record for the same person.
- 2Choose Add a person. Enter the colleague’s name in Name. If two colleagues share a name, use a familiar, appropriate distinction so you can recognize the right record.
- 3In Context to remember, write a concise note covering the role, the relevant background and the next subject worth discussing. Add the date yourself when the context depends on when you learned it.
- 4Choose Save person. Wait for the form to close and the new person to appear selected. If a save error appears, resolve it and retry rather than assuming the record exists.
- 5Read the displayed context. Later, return to People and choose that person’s name to find the saved starting point again.
Write a note your future self can use
This note preserves the source of the experience claim and a concrete next topic. It does not label Taylor’s ability or claim training has been completed. A manager covering several locations can include the location in the context; a single-store manager can spend that space on the development focus.
Practical tip: leave out details that do not help you support the person at work. A useful notebook entry is usually shorter than a transcript. If you promise a specific action with a deadline, track it as a separate commitment as well; text in Context to remember does not create a task automatically.
October 1 — Taylor, shift leader at Brook Market. Says they have previous closing-shift experience. Learning our stock-count process; asked to observe a full count before leading one. Next conversation: ask which part of the process needs another walkthrough.
Know what the entry does
Adding a person creates a record in your notebook. It does not invite that colleague, send them a message or give them access to your account. The Attributed conversations section shows saved, undeleted meetings linked to that person’s ID; creating the profile does not automatically match every past conversation by name.
The expected result is modest and useful: when you next speak with Taylor, you can pick up the learning conversation with the context you deliberately saved. You can use this workflow without connecting an external AI.