AI Employee Roles

We don't replace your team. We add to it.

Each AI Employee is trained around a real business role — customized to your workflows, communication style, and operating procedures.

Voice
Voice Receptionist

Answers inbound calls, greets customers in your brand voice, answers common questions, routes conversations, and captures important information — 24/7.

Speed to lead
Lead Response Specialist

Responds to new inquiries quickly through voice, SMS, or email, so opportunities get prompt attention.

Qualification
Lead Qualifier

Asks qualifying questions, identifies intent, gathers key information, and routes high-priority opportunities to the right team member.

Calendar
Appointment Coordinator

Schedules appointments, confirms attendance, sends reminders, handles reschedules, and reduces no-shows automatically.

Nurture
Follow-Up Specialist

Maintains consistent communication through calls, text messages, and email until the customer is ready to move forward — or opts out.

CRM
CRM Operator

Updates records, logs conversations, assigns tasks, tracks activity, and keeps your pipeline organized automatically.

Reactivation
Database Reactivator

Reconnects with dormant contacts, starts meaningful conversations, and uncovers opportunities already sitting inside your database.

Support
Customer Support Representative

Answers routine customer questions, provides updates, resolves common requests, and seamlessly transfers complex conversations to your team.

Recovery
Missed Call Recovery

Follows up with missed callers by text or phone, helping recover opportunities that would otherwise be lost.

Operations
Workflow Assistant

Handles repetitive administrative tasks, triggers automations, updates systems, and ensures nothing falls through the cracks.

Conversation Intelligence

Not just answering calls. Understanding them.

Conversations can be analyzed, summarized, and turned into structured business intelligence — the layer that makes your AI Employee feel like a complete operating system, not a receptionist. Available intelligence features are configured to your workflows and channels during onboarding.
Conversation summaries

Clean, structured recaps of calls and threads, delivered to your inbox or connected systems.

Customer intent identification

Buyer, seller, support, complaint, ready-now — conversations can be classified for your team.

Key detail capture

Names, budgets, timelines, addresses, preferences — captured and passed along with the conversation.

Next-best-action recommendations

A concrete recommendation for what should happen next, tuned to your playbook.

Team notifications

Conversations routed to the right person, location, or queue based on your rules.

Follow-up task creation

Tasks, reminders, and deadlines written into connected systems — configured to your workflow.

Capabilities

Core capabilities.

The functions included in the standard AI Employee service — customer communication, coordination, and follow-through, configured around your business.
  • Fast response to new inquiries
  • Inbound and outbound calling
  • Two-way SMS conversations
  • Email communication
  • Appointment scheduling and reminders
  • Lead qualification
  • Follow-up campaigns
  • Missed call recovery
  • Conversation summaries
  • Internal notifications
  • Live call transfers and human handoff
  • Business hours and after-hours workflows
  • Knowledge base training
  • Custom scripts and playbooks
  • Performance reporting
Custom capabilities

Built around your business.

Every business operates differently. Additional workflows, integrations, and capabilities may be available through customization based on your systems, goals, and operational needs.
  • CRM updates and data entry
  • Pipeline management
  • Database reactivation
  • Calendar management
  • Multi-location support
  • Multi-user routing
  • Voice customization
  • Conversation analytics
  • Workflow automation
  • Role-based AI Employees
  • Additional integrations

Available upon request · Subject to technical review · May require additional setup or an upgraded plan

Not another chatbot

Employees. Not scripts.

Chatbots follow a decision tree. Ours follow your playbook. Every AI Employee ships with a defined role, a personality, an escalation policy, and a set of tools they're trusted to use.

They know when to close, when to book, when to pass the call — and when to say "let me get a human on this."

How we build them
Book a demo

See your AI Employee in action.

A 20-minute walkthrough with a real, tailored AI Employee for your business — not a slide deck.