Meet your AI Workforce
Outcomes
An AI Employee is a digital team member you configure to answer questions, capture leads, and do real work. This step introduces the roster: who is on it, what each one does, and the three parts they all share, so that every configuration screen in this path already looks familiar.
The roster
Four AI Employees come pre-built, ready to work out of the box and tailored to the business they serve:
| AI Employee | The job |
|---|---|
| Chat Receptionist | Greets visitors, answers questions from its knowledge, and captures every conversation as a lead, around the clock |
| Voice Receptionist | Answers the phone: covers after hours, rescues missed calls, and books while the line would have rung out |
| Reputation Specialist | Responds to reviews using your rules and knowledge, and answers questions about reviews and NPS in plain conversation |
| Sales Assistant | Keeps the CRM up to date from meetings and records, creates activities, and answers questions about the pipeline |
Beyond the four, you can build Custom AI Employees from a blank slate: you define the purpose, capabilities, knowledge, and channels. Partners have built inside sales representatives, data analysts, support employees, and HR coordinators this way; the custom builds are covered in the lab later in this path.
Where each one lives
The rule from the ecosystem carries straight over: an AI Employee lives in the workspace of the business it serves. Your receptionist, answering for your business, lives in your Partner Center. A client's receptionist lives in their Business App, powered by their business knowledge. Pick the workspace first, and channels, knowledge, and captured leads all land where you expect.
Open AI in Partner Center. The employees you see there are yours, serving your business. Every client gets their own roster inside their Business App.
The three parts every AI Employee shares
Pre-built or custom, every AI Employee is configured the same way. Learn these three parts once and every employee in the roster makes sense. Flip each one:
What the plans include
Two gates are worth knowing before you plan a rollout. The Starter plan includes the Chat Receptionist; the Professional plan and above unlock the Voice Receptionist and social channels (Facebook, Instagram, WhatsApp) as well. The Sales Assistant is part of CRM AI and comes with a CRM AI Standard or Pro subscription. When you are scoping a client, this guide breaks down what each plan includes.
Knowledge Check
Three quick questions on the roster, where AI Employees live, and what the plans include.