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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

08 — Request access

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