7 docs tagged with "ai-employees"

Learn how AI capabilities work as specialized skills that enable AI employees to handle specific business tasks and automate customer interactions.

Overview of AI Employees. Configure AI Workforce, capabilities, tools, and channels to automate conversations, capture leads, and handle customer interactions.

Learn how to create specialized AI employees tailored to specific business functions like job estimation, project management, sales enablement, and payment coordination.

Group steps, save action sets, and integrate AI employees to build reusable automation patterns across your workflows.

Choose which AI Employees your clients get in Business App, market by market, from Customize Business App. Hiding an AI Employee turns it off for every account in that market.

Understand how the Knowledge Base works with AI employees and the types of knowledge sources you can add.

How locked AI Employee cards in Business App let customers upgrade themselves, how marketplace gating decides which cards appear, and how to configure the upgrade experience in Partner Center.