The specialist bench
Outcomes
How the specialist builds differ
Three specialists sit beside the five core employees: the AI Data Analyst, the AI Support Agent, and the AI Inside Salesperson. Each one is a Custom AI Employee, so you create it yourself, defining its purpose, capabilities, and knowledge, and a setup guide hands you the build. Lead with the five, and bring a specialist in when the business asks for more.
AI Data Analyst
The AI Data Analyst turns scattered business data into a roadmap for growth. It reads CRM records, reviews, and social engagement, and turns them into actionable insights using a structured analysis framework, so the answer to "what should we do next?" comes from the data rather than a hunch.
Watch the AI Data Analyst build in action:
Bring it in when a business is sitting on data it never reads: a full CRM, a year of reviews, active social pages, and no idea which of them is moving the needle. The setup guide covers the build.
AI Support Agent
The AI Support Agent resolves customer inquiries in chat with a structured troubleshooting approach, answering from the knowledge base and staying empathetic under pressure. When a question falls outside what it knows, it captures the details and escalates to a person instead of guessing.
Watch the AI Support Agent build in action:
Bring it in when support volume outgrows the receptionist: repeat questions with knowable answers, troubleshooting that follows steps, and a team that should only see the cases that genuinely need them.
AI Inside Salesperson
The AI Inside Salesperson qualifies inbound leads before they reach a calendar. It asks the qualifying questions, captures contact information, books appointments for the leads that fit, and holds the line on the ones that do not, so the sales team's time goes to conversations worth having.
Watch the AI Inside Salesperson build in action:
Bring it in when leads arrive faster than anyone can qualify them, and the calendar fills with meetings that should never have been booked.
Open AI in Partner Center and start a new Custom AI Employee. The purpose, capabilities, and knowledge fields you see are the whole recipe: each specialist on this page is those three fields, filled in well.
When a client is ready, the Custom AI Employees guide covers purpose, capabilities, knowledge, and channels. The setup guides are filed under the older build names, AI Support Employee and Inside Sales Representative. Each specialist also has its own build recipe: AI Data Analyst, AI Support Agent, and AI Inside Salesperson.
Knowledge Check
Three quick questions on the specialists, what makes them custom, and when each one fits.