First steps with CX Coworker
est completion: 5 min
Objectives
By the end of this exercise, you will be able to:
- Navigate the CX Coworker interface
- Set the correct sandbox so Coworker looks at the right data
- Use the prompt library to discover and submit pre-built prompts
- Interpret a Coworker response
- Use Coworker to discover existing and create new audiences
Before we get started!
Data may have changed and coworker can interpret requests differently sometimes so don't panic if your results do not match exactly what you see in this guide. Take your time to read and understand the results. Put your hand up for assistance if you get stuck.
Scenario
Crafting new retention scenario for Admiral customers is a continuous and recurrent try and error task to explore what works and what doesn't. This year Admiral is going to rely on AI to quickly create a journey based on a scenario that was just discussed during the weekly marketing meeting.
Your job: use Coworker to find the right pool, refine it into a campaign-ready audience, validate the logic, and save it for activation.
Your constraints:
- 48 hours to activate
- Must renew prior to the yearly price increase
- Must balance scale with precision
Check your sandbox
Start by accessing Coworker via the 9 dots icon 
 and select Coworker in the list.

Before we continue make sure your Organization is set to DEMO POT EMEA and Sandbox Sandbox 05
If not already, click to expand the left rail.
Orient: Explore Your Sandbox
Before building anything, get the lay of the land. Beneath the prompt input there are some examples from the prompt library. Go back to the home page.
Click on one of them (it may differ from the screenshot). Here, you can choose : Design an experiment to improve mobile checkout conversions prompt, or anything you like.
The prompt is automatically added and executed. Read through Coworker's response and thought process when prompted with a task.
Continue your navigation to the Customizations screen from the menu on the left-hand side of the screen.
Navigate through the different tabs in this screen:
- Skills - the list of reusable "playbooks" Coworker Chat invokes automatically when relevant, or that you can trigger yourself with / in chat. It is possible to write your own skills to extend the list of skills.
- Integrations - Connects Coworker to external tools/services (e.g., Adobe Journey Optimizer, Real-Time CDP, Target, Workfront). You can add server to connect a new tool/service.
- Marketplaces - Registries you can browse and install plugins from.
- Plugins - Bundles of skills + MCP servers installed and managed together as a unit.
- Memory - Lets Coworker Chat remember preferences across conversations

Exercise 1 Complete
Now that you are familiar with Coworker's UI and thought process, you are all set for the next exercise.