HIRE YOUR AI WORKFORCE
The UnleashX workforce is a catalog of pre-built AI employees, each scoped to one recurring business responsibility and ready to configure against your own systems and rules. Hire specialists that execute routine work autonomously, from sales and claims intake to customer service. Your rules define the authority. Your people handle the exceptions.
THE EMPLOYEE DIRECTORY
Filter by industry or function, then compare the work each employee owns. Every role has its own workflow, system requirements and exception boundaries.
15 employees · compare up to 3 roles
Sales AI Employee
Peter autonomously qualifies leads, answers approved product questions, books meetings, updates your CRM and manages follow-ups.
Cart Recovery AI Employee
Sarah autonomously follows up on eligible abandoned carts, answers product questions, checks availability, shares permitted checkout offers and records purchase outcomes.
HR Recruiter AI Employee
James autonomously screens candidates against your job-related criteria, answers recruitment questions, schedules interviews and updates candidate records.
Claims Intake Specialist
Aisha autonomously captures incident details, links case records, prepares document checklists, follows up on missing items and delivers review-ready intake packets.
Policy Renewal Specialist
Priya autonomously checks renewal eligibility, sends approved reminders, answers renewal questions, records customer intent and reconciles payment and policy status.
New Policy Sales Specialist
Kavya autonomously qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context.
Loan Origination Specialist
Arjun autonomously checks application status, collects required information, answers process questions, submits permitted updates and routes completed applications for lender review.
Collections Specialist
Rohit autonomously checks account balances, runs approved payment reminders, answers factual account questions, records customer responses and reconciles payment status.
Fraud & Verification Specialist
Neha autonomously validates transaction alerts, runs approved identity checks, captures customer confirmations and records or routes alert outcomes under your rules.
Order Tracking Specialist
Ishaan autonomously looks up orders, reads shipment events, answers delivery questions, sends current status updates and records or routes delivery exceptions.
Returns & Refunds Specialist
Zara autonomously matches purchases, checks return eligibility, answers policy questions, creates authorized return requests and tracks return and refund status separately.
Customer Onboarding Specialist
Meera autonomously checks onboarding progress, guides customers through approved setup steps, answers product questions, follows up on blockers and verifies activation milestones.
Subscription Retention Specialist
Rahul autonomously checks subscription state, understands customer intent, explains approved options, processes permitted service requests and verifies the resulting billing state.
Test Drive Scheduler
Vikram autonomously answers approved vehicle questions, checks dealership and vehicle availability, books test drives, updates your CRM and sends appointment reminders.
Service Reminder Specialist
Ananya autonomously checks service records, captures customer concerns, explains approved visit guidance, books workshop appointments and manages reminders.
A TEAM, NOT A COLLECTION OF CHATBOTS
Combine specialists where the work calls for it. Shared context and verified system events connect the stages; people join for decisions beyond the employees’ authority.
Specialists working togetherIllustrative sequence · not live product dataTHE BUSINESS OUTCOME
Turn a qualified enquiry into an activated customer, with clear ownership at every handoff.
Peter
Meera
RahulAUTONOMOUS ACTION / Peter
Capture the prospect’s needs and book the next sales conversation.
Step 1 of 5 · Qualify
HIRE OR BUILD
The role already matches your recurring job. Configure your knowledge, fields, system permissions and contact rules, then evaluate it against your actual cases.
Your process spans different responsibilities, unusual tools or a job not covered by the directory. Design the roles and their handoffs around the outcome.
WHAT YOU CONFIGURE
Approved answers, process documents and current policies give the employee a reliable reference. Define how changes are reviewed and what to do when information is missing.
Map the source records and permitted actions. A CRM update, calendar booking and refund request have different permissions and different evidence of completion.
Agree routine actions, contact preferences and exception owners. Autonomy removes repetitive supervision; it does not remove accountability or grant unrestricted access.
FROM ROLE TO PRODUCTION
Give the employee the context and authority to do the job. Review the evidence before expanding its responsibility.
Choose eligible cases, required inputs and a verifiable outcome. Name the owner for exceptions and agree which actions never run automatically.
Approved role briefMap approved knowledge and source records. Give each employee only the read and write permissions its role needs.
Knowledge and access mapExercise normal work, missing data and failed system actions. Verify the final record, not just a convincing conversation.
Reviewed acceptance testsStart with a limited cohort, named monitoring owners and stop conditions. Review outcomes and retest workflow changes.
Pilot and recovery planBEFORE YOU START
A pre-built employee starts with a defined job rather than a blank agent. The role has responsibilities, an expected outcome and clear limits on its authority. Your knowledge, system permissions, contact rules and exception owners make that role operational in your business. Pre-built does not mean every integration or policy is already configured.
Yes. Within the scope you configure, employees execute routine work, update connected records and manage follow-ups without approval at every step. They hand over exceptions, ambiguous outcomes and decisions outside their authority. Autonomy does not give an employee unrestricted system access or permission to make regulated decisions.
Start with a recurring job that has a measurable completion state, usable source data and an accountable business owner. Compare the employee’s responsibilities and handoff boundaries with your current process. A sales qualification role and a policy-sales role can share techniques while requiring very different knowledge and authority.
Configure the approved knowledge, required fields, eligible cases, follow-up rules, system actions and escalation destinations around the role. When the job substantially changes or spans several distinct responsibilities, scope a custom workforce instead of stretching a single employee into unrelated work.
A workforce can be designed around shared records and explicit event-based handoffs. Specify which employee owns each stage, what event starts the next stage and what information travels with it. A meeting booking is not proof of a sale, and a policy payment is not proof of issuance. Confirm those events in their source systems.
Start with the required categories: CRM, calendars, policy or lending systems, commerce, billing, helpdesk and document storage. Voice, chat, workflows and video agents are capabilities to scope for the role, not a claim that every employee has every channel enabled. Confirm vendors, APIs and exact read/write operations before rollout.
The schedule depends on process clarity, knowledge readiness, access to test systems, security review and acceptance testing. Agree milestones after reviewing those dependencies. A pre-built role helps define the starting scope; it does not remove implementation work or justify a universal launch-time promise.
Measure verified business outcomes alongside action correctness and exception quality. Examples include correctly booked meetings, intake records with required fields, accurate order updates and unwanted follow-ups avoided. Compare an eligible pilot cohort with your baseline; do not treat another role’s testimonial as evidence for your own workflow.
YOUR NEXT STEP
Choose a responsibility your team repeats every day. Review the employee’s scope, connect the right systems and agree how you will measure the result.
Plan your first hire