How to hire an AI employee with a 30-day pilot

We set up the workflow described here with you during Custom Build or Enterprise setup. We agree on the records, tool connections, and approval rules before you use it. Custom workflows are not included in the Pilot. Ask our team to configure this example before you try it. The free 14-day workspace uses sample data with simulated calls, texts, and email; daily limits apply. Phone numbers and message delivery on paid plans use your own Twilio account, billed separately by Twilio.

To hire an AI employee, do what you would do for a person: write a one-job description, start with a small task, check the work each week, and decide what to trust. The example plan runs 30 days: sample data in week one, your records after setup in week two, and review in weeks three and four.

This plan is for service businesses that have never used one. Our team helps with setup. You review the work and decide what to keep.

How do you write a job description for an AI employee?

Write it for one job. A good first job is small, happens often, and ends in something you can check, such as a text back to a missed call or a reminder about an unpaid invoice.

Use the same five lines you would use for a new teammate. The table below fills them in for a sample first job.

If you cannot fill in a line, the job is too big. Cut it in half. The use cases page lists jobs to discuss with our team, and the audit checklist helps you pick. Which job first explains the order.

Which AI employee fits the job?

Omni Studio has seven AI employees, each with one area. Match the job to the person who does that work.

AI phone answering is available, and only the chief of staff is on the outside phone line. See also what is an AI employee.

What happens in each week of the pilot?

The plan has four steps. Each one ends with something you decide.

The free workspace runs 14 days on sample data, with no credit card. Records come in by CSV import, and Omni Studio works with 1,500+ apps through Composio.

What does the AI employee do alone, and what waits for you?

It reads, drafts, and prepares. Sending, spending, signing, and changing records wait for your approval by default. You see the draft, the records behind it, and the reason, and you approve, edit, or decline.

Your approval rules are agreed during setup. Outbound messages and record changes wait for your approval.

How do you judge a pilot without made-up numbers?

Use your own counts. No outside figure tells you how your business will do. Write down the same few numbers before the pilot and at day 30.

If you edit most drafts the same way, the fix is a better job description, not a bigger job. If you approve nearly all of them, discuss the next job with our team.

When do you add a second job?

Add one when the first job feels boring. That's a good sign. Pick a job that uses the records you already brought in, so the setup stays small.

Many owners pair a front-door job with a back-office one. For example, Mia drafts missed-call texts and Nora drafts invoice reminders.

See the pricing page for current plan details.

How do you start this week?

Open the free workspace to begin. For setup help, read how AI employees work, and see the seven AI employees.