Up and Running in 3 Steps
Getting started with AI Employees is simple. Connect your systems, create your employee, and set them loose.
Connect Your Systems
Link your ERP, accounting, or e-commerce platform. AI Employees read and write to your live data — no CSV exports, no manual sync.
Create Your AI Employee
Choose a persona template, give them a name, and define their authority. Each AI Employee is configured with clear responsibilities and escalation rules.
Choose Persona
Sales Rep, AR Clerk, Support Agent, and more
Set Authority
Define approval limits and escalation thresholds
Assign Channels
Email, Slack, Teams, phone, or all of them
Name Your Employee
Give them an identity your team and customers recognize
Sarah
AR Clerk
Set Routines & Procedures
Configure what your AI Employee does and when. Daily routines, event triggers, conditional workflows, and measurable goals.
Daily Routines
Morning checks, follow-ups, reports — all automatic
Event Triggers
React instantly to new orders, emails, or threshold alerts
Decision Workflows
Multi-step procedures with built-in logic and branching
Goals & KPIs
Set targets that shape how your AI Employee prioritizes
8:00 AM
Daily Routines
10:30 AM
Event Triggers
2:00 PM
Decision Workflows
5:00 PM
Goals & KPIs