Performance Marketing
Paid campaigns & budget optimization · Maya
Explore Performance MarketingHIRE YOUR AI WORKFORCE
Real responsibilities.
Ready-to-hire AI employees.
AI employees scoped to recurring work across sales, service, claims and collections. Configure one against your systems and rules.
16 defined roles100+ system integrationsHuman owner for every exceptionSOC 2 and ISO 27001
START WITH YOUR FUNCTION
Five ways to put an AI workforce to work.
Sales
Sales Development Representative · Peter
Explore SalesSupport
E-commerce Customer Support · Sarah
Explore SupportCustomer Onboarding
Customer Onboarding Specialist · Meera
Explore Customer OnboardingHR & Recruitment
Talent Acquisition Specialist · James
Explore HR & RecruitmentTHE EMPLOYEE DIRECTORY
Find the job you want to take off your team’s plate.
Filter by industry or function. Each role links to its workflow, systems and handoff boundary.
16 employees · compare up to 3 roles
Cross-industry
Performance Marketing Specialist Maya
- Works toward
- Campaign execution and budget changes verified against approved goals and limits
- Hands off
- New spending authority, unapproved claims and changes outside account permissions
- Systems
- Meta, Google, X, TikTok and LinkedIn; confirm account operations during setup
Cross-industry
Sales Development Representative (SDR) Peter
- Works toward
- A qualified meeting, documented follow-up or clear disqualification
- Hands off
- Pricing exceptions, complex negotiations, contracts and requests outside his authority
- Systems
- CRM, Calendar, Outreach channels
E-commerce
E-commerce Customer Support Representative Sarah
- Works toward
- An answered shopping question and a recorded checkout next step
- Hands off
- Placed-order delivery cases owned by Ishaan, returns and refunds owned by Zara, and offers or promises outside approved policy
- Systems
- Commerce and inventory, Checkout, Helpdesk
Cross-industry
Talent Acquisition Specialist James
- Works toward
- A complete screening handoff and verified interview or follow-up
- Hands off
- Hiring decisions, candidate scoring policy and employment offers
- Systems
- Applicant tracking system, Calendars, Recruiting knowledge
Insurance
Claims Intake Specialist Aisha
- Works toward
- A review-ready claims intake packet
- Hands off
- Coverage, liability and settlement decisions
- Systems
- Claims management, policy administration, document storage
Insurance
Renewals Specialist Priya
- Works toward
- A verified renewal or an assigned servicing exception
- Hands off
- Coverage advice, premium overrides and policy changes
- Systems
- Policy administration, Payments, Servicing CRM
Insurance
Insurance Sales Agent Kavya
- Works toward
- A qualified enquiry with an assigned sales owner
- Hands off
- Suitability advice, underwriting and binding cover
- Systems
- Product knowledge, CRM, Scheduling
Banking & finance
Loan Officer Arjun
- Works toward
- A complete application step or a clearly assigned lending review
- Hands off
- Credit decisions, rate exceptions and lending commitments
- Systems
- Loan origination system, Document system, Lending CRM
Banking & finance
Collections Specialist Rohit
- Works toward
- A reconciled payment, recorded commitment or assigned exception
- Hands off
- Debt disputes, hardship decisions and settlement terms
- Systems
- Account / lending system, Payment system, Collections CRM
Banking & finance
Fraud Analyst Neha
- Works toward
- A recorded customer response or an assigned fraud-team review
- Hands off
- Fraud determinations, account restrictions and sensitive exceptions
- Systems
- Alert management, Customer identity, Fraud case system
E-commerce
Customer Support Specialist Ishaan
- Works toward
- A source-backed update or an assigned delivery exception
- Hands off
- Pre-purchase support owned by Sarah, return and refund requests owned by Zara, and disputed deliveries or order changes outside approved authority
- Systems
- Order management, Fulfilment / carrier events, Support desk
E-commerce
Returns & Refunds Specialist Zara
- Works toward
- A verified request or an assigned policy exception
- Hands off
- Policy waivers, disputed refunds and unapproved reimbursements
- Systems
- Commerce / orders, Returns management, Payments / support
SaaS
Customer Onboarding Specialist Meera
- Works toward
- A verified milestone or a clearly assigned blocker
- Hands off
- Privileged configuration, contractual promises and complex technical changes
- Systems
- Product / account events, Knowledge base, Support / customer success
SaaS
Customer Retention Specialist Rahul
- Works toward
- A verified subscription change or an assigned account action
- Hands off
- Unapproved discounts, cancellation obstruction and contractual changes
- Systems
- Subscriptions / billing, CRM / customer success, Product context
Automotive
BDC Representative Vikram
- Works toward
- A confirmed appointment with the correct dealership and vehicle context
- Hands off
- Unverified stock, financing commitments and sales negotiation
- Systems
- Dealer management / CRM, Demonstration fleet / scheduling, Notifications
Automotive
Service Coordinator Ananya
- Works toward
- A verified service appointment or an assigned service request
- Hands off
- Mechanical diagnosis, repair authorization and unapproved pricing
- Systems
- Dealer / service records, Workshop scheduling, Service CRM / messaging
A TEAM, NOT A COLLECTION OF CHATBOTS
One journey. Clear owners at every stage.
Shared context and verified system events connect the stages. People join for decisions beyond the employees’ authority.
AI employees working togetherWorked exampleTHE BUSINESS OUTCOME
Customer onboarding
Turn a qualified enquiry into an activated customer, with clear ownership at every handoff.
Peter
Meera
RahulAUTONOMOUS ACTION / Peter
Qualify
Capture the prospect’s needs and book the next sales conversation.
CRM · qualification saved
Step 1 of 5 · Qualify
HIRE OR BUILD
Start with the closest fit, not the most roles.
Hire a pre-built employee
The role already matches your recurring job. Configure knowledge, fields, permissions and contact rules, then evaluate against your own cases.
- A clear owner for a defined responsibility.
- Role-specific workflow and exception boundaries.
- A starting brief for implementation.
Build a custom workforce
Your process spans several responsibilities or a job not in the directory. Design the roles and handoffs around the outcome.
- Define your own triggers and completion evidence.
- Separate responsibilities to clarify ownership.
- Combine pre-built roles with custom work.
WHAT YOU CONFIGURE
The role is pre-built. The operating context is yours.
Your knowledge
Approved answers, process documents and current policies, with a review path when information is missing.
Your systems
Map the source records and permitted actions. A CRM update and a refund need different permissions and different proof of completion.
Your authority
Agree routine actions, contact preferences and exception owners. Autonomy removes supervision, not accountability.
FROM ROLE TO PRODUCTION
Pre-built does not mean unconfigured.
Give the role its context and authority, then review the evidence before widening it.
Define the job
Choose eligible cases, required inputs and a verifiable outcome. Name the owner for exceptions.
Approved role briefConnect the context
Map approved knowledge and source records. Grant only the reads and writes the role needs.
Knowledge and access mapTest the whole journey
Exercise normal work, missing data and failed system actions. Verify the final record, not the conversation.
Reviewed acceptance testsRelease with ownership
Start with a limited cohort, named monitoring owners and stop conditions.
Pilot and recovery planCUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
1 / 7
BEFORE YOU START
Questions worth answering.
What is a pre-built AI employee?
A pre-built AI employee starts with a defined job rather than a blank agent: set responsibilities, an expected outcome and limits on its authority. Your knowledge, permissions and exception owners make it operational.
Do the employees work autonomously?
Yes. Within the scope you configure, they execute routine work, update connected records and manage follow-ups without step-by-step approval, handing over exceptions and decisions outside their authority.
How should I choose the first employee?
Start with a recurring job that has a measurable completion state, usable source data and an accountable business owner. Then compare that role's handoff boundary against your current process.
Can we change a pre-built employee’s workflow?
Yes. Configure its knowledge, required fields, eligible cases, follow-up rules, system actions and escalation destinations. When the job spans several distinct responsibilities, scope a custom workforce instead.
Can multiple employees share a customer journey?
Yes, through shared records and explicit event-based handoffs. Specify which employee owns each stage and what event starts the next. A booked meeting is not proof of a sale.
Which systems and channels can an employee use?
CRM, calendars, policy and lending systems, commerce, billing, helpdesk and document storage, across voice, chat and video. Scope the exact read and write operations per role before rollout.
How long does hiring and deployment take?
It depends on process clarity, knowledge readiness, test-system access, security review and acceptance testing. A pre-built role defines the starting scope; it does not remove the implementation work.
How do we know an employee is performing well?
Measure verified business outcomes alongside action correctness and exception quality: meetings correctly booked, intake records complete, orders accurately updated. Compare an eligible pilot cohort against your baseline.
MAKE THE BUYING DECISION
Choose the starting point that fits the job.
Hire a pre-built employee for a defined responsibility. Build a custom workforce when the process needs different roles, system actions or handoffs.
What is pre-built
A named role, its responsibility and a workflow starting point. Your knowledge, credentials, permitted actions and release criteria still need configuration and testing.
Compare employee responsibilities →When to choose custom
Choose custom when no single role covers the outcome, several teams own different stages, or the workflow depends on unusual system actions. Scope the gap rather than adding employees by default.
Explore custom workforce design →Understand the full cost
Compare subscription, channel usage, third-party services, configuration and ongoing support for the same workload. Agree implementation deliverables separately from usage allowances.
Review pricing scope →Start without losing control
Test on approved records, name a release owner and limit the first live cohort. When replacing a tool, reconcile open work and stop overlapping triggers so neither customer contacts nor system actions are duplicated.
Plan a controlled release →YOUR NEXT STEP
Start with one employee. Give the role a real outcome.
Choose a responsibility your team repeats daily. We’ll scope the role, systems and the measure of success.