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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-02 — Revenue

Sales Development

Researches and prepares outbound opportunities against criteria you set, drafts the approach for each, and keeps the pipeline record current. It contacts nobody without your approval, and it quotes no price at all.

Work it holds

  1. 01Building a researched prospect list to your criteria
  2. 02Drafting first-contact messages
  3. 03Preparing call briefs
  4. 04Logging outcomes to the connected CRM
  5. 05Following up on stalled conversations
  6. 06Flagging prospects that no longer fit

How work arrives

  • task

    “Build a list of twenty prospects matching last quarter’s best-fit profile and draft an approach for each.”

  • chat

    “Who has gone quiet in the last three weeks?”

  • voice

    “Log what I just agreed on that call to the record.”

What runs on a schedule

  • Scheduled

    Weekly pipeline hygiene pass

    weekly · start of the week

    Stale records flagged, outcomes logged, next steps listed.

    Produces a deliverable

  • Scheduled

    Monthly list refresh

    monthly · the first working day of the month

    The prospect list rebuilt against your current criteria.

    Produces a deliverable

Where it stops for you

  • Needs approval

    Contacting a prospect

    Nothing leaves the business under your name without you.

  • Needs approval

    Adding a new company record

    Your pipeline stays yours to shape.

  • Needs approval

    Stating a price

    Pricing is a commercial decision, never a drafting one.

  • Needs approval

    Any claim not in your approved positioning

    It cannot invent a claim about what you sell.

Read how boundaries are set

What it does not do

  • Contact anyone without approval
  • Quote a price
  • Negotiate
  • Promise a delivery date

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-02 · 3 tasks

Employees

Researches and prepares outbound opportunities, drafts the approach, and keeps the pipeline record current — without contacting anyone unapproved.

Work

    1. 08:52YouAssigned via task
    2. 09:10AE-02Six drafts prepared against approved positioning
    3. 09:26AE-02Stopped at a boundary and asked for approval
    1. 08:15YouAssigned via task
    2. 08:19AE-02Criteria read from the business context
    3. 09:31AE-0214 of 20 prospects researched
    1. Mon 10:04YouAssigned via chat
    2. Mon 11:12AE-02Delivered Pipeline hygiene, week 21
    Record update

    Pipeline hygiene, week 21

    AE-02 · T-2269 · Mon 11:12

Assign via

Describe the assignment.

Oversight

Needs approvalT-2287

Waiting for you

First-contact message drafted for the six best-fit prospects

This is outside contacting a prospect.

Record

  • Delivered

    Pipeline records reconciled and stalled conversations flagged

    Record update

    Pipeline hygiene, week 21

    AE-02 · T-2269 · Mon 11:12

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

Roles that work alongside this one

Scope this role to your business.

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