Meera · guided onboardingIllustrative AI presenter portraitLet’s work through the setup checklist together.
Session goalEstablishedWorkspace detailsPendingAccess reviewPending
VIDEO AGENTS · A WORKFORCE CAPABILITY
Show the next step. Help customers move forward.
VIDEO AGENTS is one channel a UnleashX AI employee works through, judged on the same completed outcome as every other channel. Bring a guided visual experience to your AI workforce. Explain, onboard and support customers while connecting each interaction to the context, permitted actions and human expertise the job requires.
Autonomous within scopeConnected to business systemsPeople own exceptions
FROM INTERACTION TO OUTCOME
A guided experience with a clear next action.
Follow Meera through an illustrative onboarding session, with guidance and a visible progress checklist. Switch to an administrator request to see how an access decision leaves the employee’s scope without being presented as completed setup.
UnleashX at workIllustrative session visual · no live video, camera or recording Meera · guided onboardingIllustrative AI presenter portraitSet the goal
Explain the session purpose and use the agreed access and consent requirements.
Work state
Current ownerGuidance started · setup incomplete
AI employee
Routine actions proceed autonomously within configured permissions. Completion is reported only after the system result is verified.
Stage 1 of 4 · Set the goal
DESIGN AROUND THE JOB
Video is a capability, not a single verification use case.
Start with the responsibility and the systems it touches. Confirm the supported experience, operations and boundaries for your deployment.
Guided onboarding
Explain requirements in a step-by-step visual experience, clarify questions and record confirmed progress against the customer’s setup state.
Example: guide workspace setup while keeping access review separate.
Product education
Walk through approved product information and help a customer understand the next step relevant to their goal.
Example: explain a feature and route implementation questions to the right owner.
Customer support
Use visual guidance to make a process easier to follow, with a clear path to a specialist when the issue exceeds the employee’s knowledge or authority.
Example: guide an approved troubleshooting checklist and record unresolved steps.
Assisted service journeys
Support a structured interaction that needs explanation and confirmation. Verification may be one scoped journey, but it does not define the whole video capability.
Example: explain required documents without treating receipt as validation.
VERIFIED WORK
Separate what is shown from what is proven.
Make the expected action, record and authority visible. Attempted, completed and unresolved work should not be reported as the same outcome.
| Work element | What to capture | Boundary to preserve |
|---|---|---|
| Guidance | The approved explanation or next step presented to the customer. | A presenter or animation does not prove a backend task completed. |
| Customer confirmation | The details the customer has explicitly confirmed. | Do not infer consent, identity or understanding from appearance. |
| System update | A permitted change and its verified destination state. | Only mark a step complete after the agreed evidence is available. |
| Specialist handoff | The remaining question, completed steps and named owner. | A referral does not mean access, eligibility or approval was granted. |
BEFORE PRODUCTION
Design the experience and its limits together.
Use representative cases and deliberate failures to test the experience. Evaluate what the employee actually does as well as what the customer sees.
Session format
Agree whether the experience uses a presenter, interactive guidance or a live handoff, and confirm supported devices and integration requirements. Do not assume camera analysis or screen sharing from the term video agent.
Accessibility & fallback
Review captions, readable instructions and a text or human alternative where needed. Test the intended experience on small screens, low bandwidth and interrupted sessions.
Consent & data boundaries
Define camera, microphone, recording and retention behavior for the actual implementation. Collect only information needed for the task and confirm how the customer understands the session.
Progress & authority
Test incomplete checklists, conflicting information and decisions outside scope. A visual completion indicator must reflect verified work, not merely the end of an explanation.
A SCOPED PATH TO LAUNCH
Define the job. Connect it. Prove it works.
Agree the prerequisites and acceptance criteria with the business and technical owners. Expand responsibility only after reviewing outcomes and unresolved risks.
Scope
Choose the role, outcome, eligible inputs and exceptions.
Output: responsibility and authority mapConnect
Confirm supported channels, data access and system operations.
Output: reviewed configuration and accessEvaluate
Test routine work, ambiguity, failed actions and human handoffs.
Output: case-level evidence and open issuesOperate
Name the owner, review triggers and pause or recovery procedure.
Output: bounded release and operating planTWO WAYS TO START
Hire a role. Or design your own.
The capability supports the employee’s responsibility. It does not replace the need for a clear job, permitted tools and an accountable owner.
Explore pre-built employees
Choose a defined role and scope the capabilities and connections needed for your team.
Explore the workforce →Build a custom workforce
Design the job around your process, then connect the relevant channels, systems and handoffs.
Build your workforce →BUYER & IMPLEMENTATION QUESTIONS
Know what the experience needs to deliver.
What is a video agent?
A video agent brings a visual interaction format to a defined AI employee responsibility. The experience can be designed around guided explanation, onboarding or support. Its exact presentation and interaction features depend on the supported configuration and should be confirmed during scoping.
Is video only for identity verification?
No. Video can support onboarding, product education, customer support and assisted service journeys. Identity verification is a separate scoped use case with its own evidence, authority and review requirements, not the definition of the capability.
Does a video agent watch or analyze the customer’s camera?
Do not assume that from the term video agent. Camera input, analysis, recording and retention are separate capabilities and design decisions that must be explicitly confirmed. The illustration on this page does not access a camera or run a live video session.
Can the agent update systems during a session?
For supported operations within its configured authority, the role can be designed to act on confirmed information and verify the destination result. Showing instructions or finishing a presentation is not equivalent to completing a backend action.
When should a human specialist join?
When the task needs a decision, permission or expertise outside the role’s scope. Agree whether the supported handoff is live, a callback or an assigned case. Carry the customer’s goal, completed steps and outstanding question into that handoff.
How should we evaluate a video-led journey?
Assess the clarity of guidance, accessibility, customer progression and final system state. Test interrupted sessions, unanswered questions and authority boundaries. Measure the intended business outcome separately from whether a video was viewed to the end.
Can we start with a pre-built employee?
Yes, start by choosing the responsibility from the workforce listing, then confirm the channel, system connections and operating boundaries needed for your use case. A pre-built role is a starting point for scoping; it does not eliminate integration, access or evaluation requirements.
What is needed before launch?
Agree the workflow outcome, permitted data and actions, exception owners and supported configuration. Test normal, ambiguous and failed cases in an approved environment. Review final records and release criteria before production; there is no universal implementation-time promise.
BRING ONE REAL WORKFLOW
Which customer journey would benefit from a guided experience?
Share the intended outcome, systems and exceptions. We’ll map the capability to a defined responsibility and a supportable operating model.