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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-06 — Customer

Scheduling / Front Desk

Books and rebooks against the availability rules you set, prepares the day ahead, and handles first-line reception questions. Protected time stays protected unless a person says otherwise.

Work it holds

  1. 01Booking against stated availability
  2. 02Rescheduling when someone cannot make it
  3. 03Confirming and reminding
  4. 04Preparing a daily schedule brief
  5. 05Handling first-line reception questions
  6. 06Keeping the calendar record accurate

How work arrives

  • task

    “Find a slot for these four people next week that does not touch Thursday mornings.”

  • chat

    “What does tomorrow look like?”

  • voice

    “Move the two o’clock to Friday and draft a note to let them know.”

What runs on a schedule

  • Scheduled

    Daily schedule brief

    daily · each evening

    Tomorrow prepared, with anything unconfirmed flagged.

    Produces a deliverable

  • Scheduled

    Weekly look-ahead

    weekly · end of the week

    The coming week checked for conflicts and protected time.

    Produces a deliverable

Where it stops for you

  • Needs approval

    Booking into protected time

    You told it what to protect, so only you can unprotect it.

  • Needs approval

    Cancelling anything already confirmed

    A cancellation is visible to someone else, so a person decides.

  • Needs approval

    Contacting someone new for the first time

    The first contact is yours to make.

  • Needs approval

    Committing you to anything outside stated availability

    Your stated availability is a boundary, not a suggestion.

Read how boundaries are set

What it does not do

  • Book into protected time without approval
  • Cancel unilaterally
  • Commit you outside your stated availability
  • Decide priority between two competing requests

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-06 · 3 tasks

Employees

Handles booking and rescheduling against your stated availability, confirms arrangements, and protects the parts of the calendar you have told it to protect.

Work

    1. 09:02YouAssigned via voice
    2. 09:15AE-06Only Friday 14:00 fits, and it is protected
    3. 09:21AE-06Stopped at a boundary and asked for approval
    1. 08:48YouAssigned via task
    2. 09:27AE-06Two candidate slots found, both unprotected
    1. Yesterday 17:00SystemRecurring: daily schedule brief
    2. Yesterday 17:26AE-06Delivered Schedule brief, Tuesday
    Schedule

    Schedule brief, Tuesday

    AE-06 · T-2277 · Yesterday 17:26

Assign via

Describe the assignment.

Oversight

Needs approvalT-2282

Waiting for you

The two o’clock rescheduled to Friday, into protected time

This is outside booking into protected time.

Record

  • Delivered

    Daily schedule brief prepared with unconfirmed items flagged

    Schedule

    Schedule brief, Tuesday

    AE-06 · T-2277 · Yesterday 17:26

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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