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AI employees · 20 specialised roles

Personal Assistant — shown working in the homepage walkthroughAlexExecutive
Financial Manager — shown working in the homepage walkthroughClaraFinance
Social Media Manager — shown working in the homepage walkthroughMayaMarketing
Meeting Notetaker — shown working in the homepage walkthroughSamProductivity
Customer Support SpecialistJordanCustomer
Sales Development RepresentativeDeanSales
Account ManagerEliasClients
Marketing CoordinatorZoeMarketing
Market Research AnalystPriyaResearch
Content WriterLucaContent
CRM AdministratorLeoSales ops
Scheduling CoordinatorMinaOperations
Project CoordinatorGraceProjects
Operations ManagerMarcusOperations
Accounts Receivable SpecialistNiaFinance
Recruitment CoordinatorElenaHR
HR Operations AssistantAmaraHR
Procurement AssistantOmarProcurement
Compliance and Records OfficerTheoCompliance
Data and Reporting AnalystKaiData
All AI employees How it works Pricing Request access

Assign

Employ

Connect

Control

Assignment routesTaskChatVoiceOne work objectWork statesAssignedIn progressNeeds approvalDelivered
Specialised rolesDefined remitWork it holdsWhat it does not doWhat you can changeCollaborationRecorded handoffsOne lead ownerWho works with whom
Connected toolsInbox and calendarCRM and helpdeskDocuments and billingScoped per employeeThe workspaceThe rosterThe work queueCheckpointsThe record
Permissions and boundariesReachAction boundariesApproval checkpointsTake the work backThe recordDecisionsApprovalsChangesDelivery
The workspace How it works Permissions and control AI employees

Departments

Sales3Sales Development RepresentativeAccount ManagerCRM Administrator
Marketing3Social Media ManagerMarketing CoordinatorContent Writer
Customer support1Customer Support Specialist
Finance2Financial ManagerAccounts Receivable Specialist
Operations3Scheduling CoordinatorOperations ManagerProcurement Assistant
HR and recruitment2Recruitment CoordinatorHR Operations Assistant
Research and data2Market Research AnalystData and Reporting Analyst
Projects1Project Coordinator
Compliance and records1Compliance and Records Officer
Executive support2Personal AssistantMeeting Notetaker
All AI employees How it works Pricing Request access

AE-01 — Customer

Customer Support

Handles inbound customer questions in the connected inbox. It resolves what your documented policies already cover, chases missing details, and brings anything outside its remit to a person with the thread summarised.

Work it holds

  1. 01First-response triage
  2. 02Answering questions covered by your documented policies
  3. 03Chasing missing details from a customer
  4. 04Summarising a thread before escalation
  5. 05Maintaining a running list of unresolved issues
  6. 06Flagging repeated problems

How work arrives

  • task

    “Clear the overnight support queue and escalate anything about billing.”

  • chat

    “What is still open from yesterday?”

  • voice

    “Draft a reply to the customer asking about the delayed order, and hold it for me.”

What runs on a schedule

  • Scheduled

    Daily queue triage

    daily · each morning

    Every inbound thread read, categorised and prioritised.

  • Scheduled

    Weekly unresolved summary

    weekly · end of the week

    What is still open, how long it has been open, and why.

    Produces a deliverable

Where it stops for you

  • Needs approval

    Replying to a customer for the first time in a new thread

    The first reply sets the tone of the whole thread, so you see it first.

  • Needs approval

    Anything touching billing or refunds

    Money is never decided without a person.

  • Needs approval

    Committing to a date

    A date is a promise, and only you can make one.

  • Needs approval

    Escalating to a named person

    You decide whose time gets taken.

Read how boundaries are set

What it does not do

  • Issue refunds or credits
  • Change account settings on a customer’s behalf
  • Make commitments about roadmap or delivery dates
  • Contact a customer on a channel it has not been given

Published, not hidden. What an employee will not do is part of what you are choosing.

One assignment, start to record.

The same work, followed from the moment you hand it over to the moment it enters the record.

Interactive product walkthroughAE-01 · 3 tasks

Employees

Handles inbound customer questions in the connected inbox, resolves what falls inside its remit, and brings the rest to a person.

Work

    1. 08:41YouAssigned via voice
    2. 08:44AE-01Read the thread and the delivery policy
    3. 09:20AE-01Reply drafted
    4. 09:22AE-01Stopped at a boundary and asked for approval
    1. 08:02YouAssigned via task
    2. 08:05AE-01Started work on the overnight queue
    3. 09:14AE-0111 threads categorised, 3 flagged as billing
    1. Fri 16:30YouAssigned via task
    2. Fri 17:48AE-01Delivered Unresolved issues, week 21
    List

    Unresolved issues, week 21

    AE-01 · T-2274 · Fri 17:48

Assign via

Describe the assignment.

Oversight

Needs approvalT-2288

Waiting for you

Reply drafted to the customer asking about the delayed order

This is outside replying to a customer for the first time in a new thread.

Record

  • Delivered

    Unresolved issues from last week listed with their owners

    List

    Unresolved issues, week 21

    AE-01 · T-2274 · Fri 17:48

A working walkthrough of an Adilm workspace, running on example work rather than live data.

Roles that work alongside this one

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