AI Sales Employee
Researches leads, qualifies prospects, drafts outreach, and books meetings.
- 01Lead arrives
- 02Research and enrich
- 03Qualify against criteria
- 04Draft follow-up
- 05Escalate high-value deals
Solution · Role-based digital workers
AI employees that do more than answer questions.
An AI employee is a supervised digital worker designed around a specific business function. It understands context, uses approved tools, completes tasks, and escalates decisions that need human judgment.
AI Sales Employee
Sales development
- Task
- Qualifying an inbound demo request
- Tools
- CRMEmailCalendar
- Approval
- Required for pricing or contract terms
- Last action
- Enriched company record and drafted reply
AutonomySupervised
What it is
A defined role, not a general-purpose bot
Each AI employee is built from a written role specification: what it is responsible for, which systems it can use, which rules it follows, and when it must hand work to a person. That specification is enforced in software, not just described in a prompt.
The result behaves less like a chat window and more like a dependable junior colleague — one that works at any hour, keeps a complete record of what it did, and asks before doing anything consequential.
Capabilities
What it can do
Understands context
Reads the email, ticket, record, or document in front of it along with relevant history and policy.
Uses approved tools
Works inside your CRM, inbox, calendar, help desk, and data stores through scoped permissions.
Completes tasks
Updates records, drafts communication, schedules, files, and reports — not just suggestions.
Escalates judgment calls
Routes anything uncertain, sensitive, or above a threshold to the right person with context.
Keeps a record
Logs every action so managers can review work and trace decisions.
Improves with feedback
Corrections and reviews feed back into rules, knowledge, and evaluation.
By role
AI employees for specific business functions
Each role has its own responsibilities, tools, approval rules, and limits.
Sales
AI Sales Employee
Researches leads, enriches records, drafts outreach, follows up, qualifies prospects, and books meetings — while your sales team keeps ownership of pricing, negotiation, and relationships.
Support
AI Support Employee
Reads incoming requests, retrieves customer context, classifies issues, drafts or sends responses within policy, updates tickets, and escalates sensitive cases to your team.
Operations
AI Operations Employee
Monitors workflows, moves information between systems, reconciles records, generates reports, and flags exceptions — so operations teams spend their time fixing problems instead of finding them.
Marketing
AI Marketing Employee
Researches topics, prepares content drafts, analyses campaign data, monitors performance, and prepares reports — with your marketers deciding what gets published.
Finance
AI Finance Employee
Extracts invoice data, categorises records, reconciles information, identifies anomalies, and prepares reports — so finance staff review and approve rather than re-key.
HR
AI HR Employee
Screens information against defined criteria, coordinates scheduling, prepares onboarding workflows, answers policy questions, and escalates every sensitive decision to your HR team.
Legal & Documents
AI Legal & Document Employee
Extracts clauses, compares documents, summarises contracts, identifies risks you have defined, and routes documents to the right lawyer — without giving legal advice.
In practice
Common patterns
AI Support Employee
Reads requests, retrieves context, and resolves or routes tickets.
- 01Ticket arrives
- 02Retrieve customer context
- 03Classify issue
- 04Draft or send reply
- 05Escalate sensitive cases
AI Operations Employee
Moves information between systems and flags exceptions.
- 01Scheduled check
- 02Compare records
- 03Resolve clear mismatches
- 04Report status
- 05Flag exceptions
Human in the loop
Control when it matters.
Autonomy is earned task by task. These controls are part of every deployment.
- Starts in supervised mode — your team approves its work
- Approval required for pricing, refunds, contracts, and sensitive replies
- Own service identity with scoped, revocable credentials
- Complete activity log of every task and action
- Pause or revoke access instantly
Honest fit
Where it works — and where it doesn't yet
Good fit
- High-volume work that follows recognisable patterns
- Tasks spread across several systems your team already uses
- Processes you can describe to a new hire
- Work where speed and consistency matter
Not the right starting point
- Decisions that rely mainly on relationships or negotiation
- Processes no one has written down or agreed on
- Systems with no API or data access at all
- Situations where any error would be unacceptable without review
How we deliver it
Services behind this solution
Service
AI Employee Systems
We build supervised digital workers for defined business functions — sales, support, operations, finance, and more — that use your tools, follow your rules, and hand decisions to people when judgment is required.
Service
Agentic AI Development
We design and build agents that observe, plan, act, and verify within explicit boundaries — connected to your tools, logged end to end, and supervised until they have earned more autonomy.
Service
AI Integration
We integrate AI capabilities into your CRM, ERP, help desk, databases, and internal applications — through secure APIs, webhooks, and middleware — so intelligence is available where decisions are made.
FAQ
Frequently asked questions
01What exactly is an AI employee?
A supervised AI system built around one business role. It has defined responsibilities, access to specific tools, a knowledge base, and rules for when to involve a person.
02Is an AI employee fully autonomous?
No. It works autonomously only on tasks that have proven reliable in supervised operation. Sensitive and high-impact decisions remain with people.
03Which roles work best?
Roles with a high volume of repetitive, rule-based work spread across digital systems — sales development, support triage, operations coordination, and back-office finance are common starting points.
04How do we manage an AI employee?
Through a review queue, an activity log, and regular performance reviews with our team. Managing it should feel closer to supervising a colleague than maintaining software.
Related solutions
Explore further
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AI Agents
AI agents observe, reason within defined boundaries, use tools, take actions, verify the result, and escalate when needed. We build them for workflows where that loop saves real time.
Repetitive work, automated
AI Automation
AI automation combines reliable workflow logic with AI that can read documents, understand messages, and classify information. The result: routine work moves on its own, and people review only what needs them.
Answers from your knowledge
RAG & Knowledge Systems
Knowledge systems search across your documents, wikis, tickets, and databases and answer questions with citations, so people and AI employees can rely on what your business already knows.
Next step
Bring us the process your team is tired of doing manually.
A strategy call is a working conversation about one workflow: what it involves today, what could be automated, and what a first build would look like.
What happens next
- 1Tell us about one workflow
- 2We review it before replying
- 3A working session, then a first-build proposal