Build your own AI employee
Build the AI employee your business actually needs.
Not every job fits Alex, Maya, Sophie, Leo, Noah or Ava. The builder walks you through defining a role from scratch — objective, audience, channels, systems, permitted actions and escalation — then generates a proposed workflow for you to review before anything is published.
Not every job fits a pre-built role.
Some businesses have a job that is close to a standard role but not quite it, or one specific enough that it needs its own name and its own rules.
- A one-off requirement gets bolted onto an existing employee that was not designed for it
- The job stays manual because nothing off the shelf matches it
- Waiting for a bespoke build stalls the rest of the rollout
What it does
Built for this job, not adapted from another one.
Choose your primary objective
Answer, sell, support, book, qualify, collect, recruit, survey, or something else entirely.
Define audience and channels
Who it talks to, and whether that is phone, SMS or chat.
Set the information it must capture
The fields that matter to your process, not a generic form.
Connect the systems it can use
Exactly which systems it may read from, and which it may write to.
Set permitted and prohibited actions
What it is allowed to do, and what it must never do, stated explicitly.
Define completion outcomes
What counts as done, in terms specific to this job.
Set escalation triggers
Exactly when and how a person takes over, before anything goes live.
Review the generated workflow
A proposed workflow, for an admin to review and approve before publishing.
Example conversation
An operations manager scopes a job that does not fit an existing role
An example of how this conversation goes. Not a recording of a real customer call.
- AI employeeWhat job do you want to give an AI employee?
- CallerWe get calls asking about warranty claims — nobody owns that today.
- AI employeeThat sounds closest to Support, with an element of collecting claim details. Which channels should it use — phone, SMS, chat?
- CallerPhone and SMS, mainly.
- AI employeeAnd which systems should it read from or write to?
- CallerOur warranty database, and the CRM.
- AI employeeI will draft a workflow — identify the claim, check eligibility, capture the details, and escalate anything outside standard terms to a person. You will review it before anything goes live.
How it plays out
From first contact to a closed loop.
- 00:00
Objective chosen
Closest standard objective selected, or defined as custom.
- 00:20
Audience and channels set
Who this employee talks to, and how.
- 00:40
Systems connected
The systems it may read from and write to are named.
- 01:00
Actions and escalation defined
What it can do, what it cannot, and when a person takes over.
- 01:20
Workflow generated
A proposed workflow produced for review.
- 01:35
Sent for admin approval
Nothing is published until an admin reviews and approves it.
What it handles, and what it hands to a person.
What it handles
- Objective chosen
- Audience and channels defined
- Systems and actions connected
- Escalation rules set
- Workflow generated for review
What it hands to a person
- Every generated workflow, reviewed by an admin before it is published
- Any objective outside the standard options, scoped directly with our team
- Publishing itself — nothing goes live from the builder without explicit approval
Works with what you already run.
- Whichever CRM or helpdesk you connect during setup
- Calendar, where the job involves booking
- SMS and chat channels
- Internal systems or automation layer via API
Where this fits.
Industry pages are coming in a later phase. For now, here is where this role tends to fit.
- Professional services
- Charities
- Financial services
- Healthcare
Questions about the builder
Is a custom employee live as soon as we finish the builder?
No. The builder generates a proposed workflow. An admin reviews and explicitly approves it before it is published.
Do you build it, or do we?
You define it through the builder — objective, audience, channels, systems and rules. Our team is available to help scope anything unusual before you publish.
What if our job does not fit any of the standard objectives?
You can describe it as custom, and it is scoped directly with our team rather than forced into an ill-fitting category.
Can we change it once it is live?
Yes. Like any AI employee, its knowledge, rules and workflow can be revised, with changes reviewed the same way as the original build.
Ready to define your own AI employee?
Book a short call and we will map this role onto your existing calendar, CRM and phone number.
Book a Demo