Named, with a job description
A written job, step-by-step skills, and lists of what it asks first and never does.
Meet the AI employees
Choose one job for one AI employee. Each works on its own computer and asks before it sends, spends, signs or changes a record.
We review your answers, meet for 20 minutes, then set up your demo.
The core team of seven AI employees
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5 skills11 industries
AI employee Mia
Chief of staff
Front desk and calendarCovers your front desk: calls, texts, chats, email, intake, bookings, and urgent requests.
See the jobs- Answer and route
- Intake
- Booking
- Urgent triage
- Orders
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5 skills11 industries
AI employee Hank
Operations and dispatch
Assigns people to jobs, keeps routes and work orders moving, and watches stock.
See the jobs- Dispatch
- Field and work orders
- Floor and kitchen
- Resource matching
- Stock and purchasing
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3 skills11 industries
AI employee Cody
Sales and estimates
Builds estimates, quotes, and proposals from your approved prices, and drafts factual follow-ups.
See the jobs- Estimates and quotes
- Plans and proposals
- Follow-up and close
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10 skills11 industries
AI employee Reggie
Marketing and growth
Your marketing department: leads, reviews, campaigns, local search, and referrals.
See the jobs- Reviews and feedback
- Recall and reactivation
- Campaigns
- Loyalty and plans
- Lead capture
- Social and content
- Local search and website
- Marketing insights
- Referral partners
- Reputation management
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4 skills11 industries
AI employee Nora
Billing, books, and reports
Drafts invoices and reminders, suggests reconciliations, and builds reports with sources.
See the jobs- Billing and collections
- Claims and insurance
- Bookkeeping and trust
- Reports and insights
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5 skills11 industries
AI employee Olivia
Office manager
Drafts and files documents, keeps forms current, and writes opt-in visit notes.
See the jobs- Documents
- Records and catalog
- Engagements and matters
- Visit notes
- Office watch
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5 skills11 industries
AI employee Sam
Compliance and checks
Watches licenses, consents, and deadlines, verifies records, and flags risk to a person.
See the jobs- Compliance watch
- Verification
- Deadlines
- Change control
- Risk escalation
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Omni Assistant
The coordinator
The one you talk to. It hands your request to the right AI employee.
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Want to see AI employee Reggie at work? The marketing use cases show each job step by step.
See the marketing use casesNeed a skill that is not here? Our team adds custom skills as a service.
Tell us what you needWhat runs alone and what always asks
Anything that reaches a customer, spends money, deletes, files, pays, books, posts in public or changes another record always asks.
Runs on its own todayLookups, summaries, drafts, reports, internal checks, reads through connected apps and handoffs. All logged, and you can set any to ask first.
Opt-outs never waitWhen a customer replies STOP or unsubscribes, AI employee Reggie records it at once and no employee messages them again. You can't turn this off.
Choose what runs on its ownQuote and invoice drafts, internal notes and tags, staff reminders, calendar holds, opt-outs heard on a call or chat, and a claims check of marketing drafts. You set which actions may run on their own. Customer-facing actions and record changes still ask first.
One team, set up for your industry
Each skill comes with an industry pack: the records, words, and rules of your trade.
AI employee Mia
- Answer and routeAnswers calls, follows fair housing rules, and drafts showing requests without promising times.
AI employee Hank
- Field and work ordersCoordinates inspection checklists, vendor handoffs, and access limits, with photo proof.
AI employee Cody
- Follow-up and closeDrafts factual follow-ups without steering, pressure, or promises about contract terms.
AI employee Reggie
- Reviews and feedbackDrafts complaint replies without promising refunds. Never screens out unhappy customers.
- Recall and reactivationDrafts outreach to people who agreed. Never sends on its own or targets by protected class.
AI employee Nora
- Reports and insightsBuilds operating reports across your real estate lines, with each number's source and reconciled status.
AI employee Olivia
- Office watchWatches collections, vendors, renewals, and move-ins, and flags what needs a person.
AI employee Sam
- Compliance watchWatches licenses, insurance, training, consent, and legal deadlines. Never files or moves funds.
- VerificationCross-checks showing, application, and disclosure records and sends mismatches to a person.
AI employee Mia
- Answer and routeAnswers calls and starts a service request without promising a time.
- IntakeCaptures the issue and property, then routes emergencies and booking requests.
AI employee Hank
- DispatchChecks which technicians qualify, assigns jobs, works the waitlist, and keeps service windows.
- Field and work ordersSupports field work with checklists, photos, and parts, and checks technician credentials.
- Stock and purchasingTracks parts on every truck and matches them to jobs. Buying waits for you.
AI employee Cody
- Estimates and quotesBuilds estimates and commercial proposals from your approved wording and pricing.
AI employee Reggie
- Reviews and feedbackSorts complaints, asks for reviews, and drafts replies. Never posts on its own.
- Loyalty and plansKeeps plan members and billing dates in order. Plan changes and charges wait for you.
AI employee Nora
- Reports and insightsBuilds weekly reports on jobs, revenue, and cash, linking the record behind every number.
AI employee Olivia
- DocumentsBuilds closeout packets with photos, signed work orders, serial numbers, invoices, and permit records.
AI employee Sam
- Compliance watchKeeps technician licenses and local records organized. Never claims you're compliant.
AI employee Mia
- BookingHandles reservations, walk-ins, the waitlist, and table-ready alerts from live availability.
- OrdersTakes menu orders and updates guest tabs. Never says a payment went through.
AI employee Hank
- Floor and kitchenTracks tables, seating, and kitchen courses. Every allergy note must be acknowledged.
- Stock and purchasingCounts ingredients by lot, flags low stock, and drafts the supplier order for manager approval.
AI employee Cody
- Estimates and quotesPrepares catering quote drafts from your menu for manager review.
AI employee Reggie
- Loyalty and plansSupports loyalty and private feedback for guests who opted in. Never posts publicly on its own.
AI employee Nora
- Reports and insightsBuilds summaries of operations, kitchen, guests, and finances, with a source for every number.
AI employee Olivia
- Records and catalogKeeps the menu, availability, and allergen checks current. Publishes changes only with approval.
AI employee Sam
- Compliance watchTracks food-safety records and corrective actions without claiming regulatory certification.
AI employee Mia
- Answer and routeAnswers client calls, drafts document requests, and passes unanswered questions to a person.
- IntakeCollects client details and tax consent. Saving consent and opening the engagement wait for you.
- BookingBooks client meetings only inside the hours each person approved.
AI employee Hank
- Resource matchingSuggests preparers, lists missing documents, and tracks filing dates. Meetings wait for you.
AI employee Cody
- Plans and proposalsDrafts engagement letters and fee quotes for a partner to review and sign.
AI employee Reggie
- Reviews and feedbackAsks for reviews after filing and drafts replies without client details. Never posts on its own.
AI employee Nora
- Billing and collectionsManages receivables, payment reminders, and reconciliation. Never writes off a balance without approval.
- Bookkeeping and trustSuggests bank-to-ledger matches and sorts out month-end exceptions.
- Reports and insightsReports realization, close speed, deadlines, and unusual numbers, with a source for each.
AI employee Olivia
- DocumentsDrafts tax and advisory documents, IRS responses, and notice replies for CPA review.
- Engagements and mattersKeeps the engagement roster and close calendar current and writes a morning briefing.
AI employee Sam
- Compliance watchKeeps engagement letters, vendor agreements, and client consents current for approval. It never signs.
AI employee Mia
- Answer and routeAnswers client calls and drafts follow-ups. Texts go only to clients who agreed.
- IntakeCollects intake forms, medical history, and photo consent. Deposits wait for you.
- BookingBooks consults and treatments by your provider, intake, and deposit rules, and runs the waitlist.
AI employee Hank
- Resource matchingMatches each booking to an open room and a provider licensed for it.
AI employee Cody
- Plans and proposalsDrafts treatment plans and series quotes for provider sign-off.
AI employee Reggie
- Reviews and feedbackAsks for reviews and drafts replies without exposing private client information.
- Recall and reactivationBrings back past clients: reactivation, intake forms, deposits, and no-show follow-ups.
- Loyalty and plansTracks package balances and renewals, and drafts win-back texts for members who agreed.
AI employee Nora
- Billing and collectionsTracks deposits, packages, and memberships, and prepares invoices. Charging a client waits for you.
- Reports and insightsReports rebook rate, room and provider use, no-shows, and memberships, without private client details.
AI employee Olivia
- DocumentsDrafts aftercare instructions, intake summaries, and consent forms. Only the client gives consent.
AI employee Sam
- Compliance watchWatches license renewals, checks consent is on file before a service, and tracks equipment records.
AI employee Mia
- Answer and routeAnswers patient calls and passes clinical questions to staff.
- BookingBooks visits only after the patient is verified and consent and provider rules are met.
AI employee Hank
- Resource matchingMatches each visit to a credentialed provider, fills cancellations, and flags overbooked days.
AI employee Cody
- Plans and proposalsDrafts treatment estimates for the clinician to review. Never presents a plan to a patient.
AI employee Reggie
- Reviews and feedbackKeeps feedback private, passes negative cases to staff, and drafts review requests for your approval. Never posts.
- Recall and reactivationBuilds recall lists from patients who agreed and drafts messages. A person sends them.
- CampaignsDrafts check-up reminders for patients who opted in. It can't publish or send them.
AI employee Nora
- Claims and insuranceChecks insurance eligibility, follows balances, and drafts billing work. Never writes off a balance.
- Reports and insightsBuilds the owner's monthly numbers and marks each as reconciled or not.
AI employee Olivia
- DocumentsPrepares procedure consent and pre-authorization forms for a clinician to sign off.
- Records and catalogKeeps intake forms versioned and sends flagged answers to staff without reading clinical details.
- Visit notesDrafts visit notes only during a clinician's note session. A clinician reviews every note.
AI employee Sam
- Risk escalationSpots urgent words like chest pain in patient messages and alerts the on-call provider.
AI employee Mia
- IntakeSays it's an AI, collects only needed names, checks conflicts first, and a person reviews.
- BookingBooks consultations only after a person clears the conflict check and an attorney is free.
- Urgent triageWatches for deadline, court, arrest, and safety words and pages the on-call attorney.
AI employee Hank
- Resource matchingMatches matters to attorneys, puts court dates first, and routes after-hours emergencies.
AI employee Cody
- Plans and proposalsDrafts fee quotes and follow-ups for attorney approval. Never promises an outcome.
AI employee Reggie
- Reviews and feedbackAsks for reviews only after complaints and sensitive feedback go to a partner.
- CampaignsDrafts educational content for people who agreed in writing, for the managing partner to review.
AI employee Nora
- Bookkeeping and trustDrafts earned-fee invoices and read-only trust reconciliations. It cannot post or move client funds.
- Reports and insightsBuilds partner briefs with sources on intake, conflicts, deadlines, receivables, and trust differences.
AI employee Olivia
- DocumentsStores, versions, and routes attorney-written documents. It never drafts, signs, sends, or files them.
- Engagements and mattersTracks attorney-approved engagement templates. Never writes, signs, or sends legal documents. Drafts matter updates, without advice, for attorney approval.
AI employee Sam
- DeadlinesSends court and limitation deadline alerts at 90, 60, 30, 7, and 1 days.
AI employee Mia
- IntakeCollects vehicle details, symptoms, and repair history.
- BookingBooks repair orders, bay slots, and tows once vehicle details are collected.
- Urgent triageTakes roadside, breakdown, and warranty calls. Drivers go to dispatch, the rest to an advisor.
AI employee Hank
- DispatchPlans tow and move assignments and routes, and tracks proof of delivery.
- Field and work ordersTracks bays, parts arrival, and recalls, and records approval for extra work.
AI employee Cody
- Estimates and quotesDrafts pre-repair estimates from approved labor and parts data for advisor sign-off.
AI employee Reggie
- Reviews and feedbackAsks for reviews after pickup and sends safety or defect complaints to a person.
AI employee Nora
- Claims and insuranceFollows receivables, deposits, fleet billing, and warranty claims. Never settles a claim without approval.
- Reports and insightsReports revenue, receivables, pickup time, parts margin, recalls, and warranty trends.
AI employee Olivia
- Office watchTracks parts arrivals, warranty paperwork, and loaner car schedules for the advisor.
AI employee Sam
- Change controlTracks mid-repair scope changes against the 20% authorization rule.
AI employee Mia
- Answer and routeAnswers calls and texts after identity is checked. Clinical questions go to the pharmacist.
- IntakeTakes in new patients, refill requests, and reported side effects, with consent.
- Urgent triageSpots emergency and serious reaction words and gets a person involved at once.
AI employee Hank
- Stock and purchasingCustom implementation: we connect your inventory tools and set up stock and expiry monitoring to flag shortages and draft purchase orders for your approval.
AI employee Cody
- Estimates and quotesBuilds wholesale and practitioner quotes from the approved price list and the account's tier.
AI employee Reggie
- Reviews and feedbackAsks eligible customers for reviews, routes complaints privately, and drafts replies.
- Recall and reactivationDrafts refill reminders for patients who agreed, and recall notices for the pharmacist to approve.
- CampaignsDrafts consent-only educational emails, checked against the approved claims list.
- Loyalty and plansLooks after practitioner and wholesale tiers, standing orders, and reorder reminders. Billing stays with AI employee Nora.
AI employee Nora
- Billing and collectionsDrafts invoices and reminders for wholesale and practitioner accounts, and tracks what is overdue.
- Reports and insightsBuilds owner reports on sales, margin, expiry write-offs, and overdue accounts, with sources.
AI employee Olivia
- Records and catalogKeeps the product catalog, supplier file, and lot records current and flags mismatches.
AI employee Sam
- Compliance watchWatches licenses, registrations, and lot paperwork and raises what is due.
- VerificationReviews marketing and label drafts for regulated claims and verifies practitioner and wholesale licenses.
- Risk escalationTakes adverse event reports and recalls and gets the safety contact involved at once.
AI employee Mia
- Answer and routeAnswers calls, chats, and texts about orders and labels. Health questions go to support.
- IntakeTakes in new customers, wholesale or practitioner requests, and reported reactions, with consent.
- OrdersLooks up orders and subscriptions and drafts changes for approval. Never takes a payment.
AI employee Hank
- Stock and purchasingWe set up lot and expiry tracking across your inventory records for stock, materials, and packaging, drafting purchase orders for your approval.
AI employee Cody
- Estimates and quotesBuilds wholesale, retailer, and practitioner quotes from the approved price list.
AI employee Reggie
- Reviews and feedbackAsks buyers for reviews 10 days after delivery, routes complaints privately, and drafts replies.
- Recall and reactivationDrafts win-back messages for lapsed subscribers and recall notices for buyers of a lot.
- CampaignsDrafts consent-only emails, texts, and posts, with every claim checked first.
- Loyalty and plansLooks after subscriptions, tiers, and standing orders. Billing stays with AI employee Nora.
AI employee Nora
- Billing and collectionsDrafts wholesale invoices and follow-ups for failed payments and refunds. Payments run through Stripe.
- Reports and insightsBuilds owner reports on sales, subscribers, refunds, and lot exposure, with a source per number.
AI employee Olivia
- DocumentsDrafts and routes certificates of analysis, label files, and testing records for review.
AI employee Sam
- Compliance watchWatches registrations, manufacturing records, lot certificates, and label rules, and raises what's due.
- VerificationRuns the claims check on every marketing, label, and page draft, and checks influencer disclosures.
- Risk escalationTakes reaction reports and recalls and gets the safety contact involved at once.
AI employee Mia
- Answer and routeAnswers new-business inquiries and routes each one to the right person.
- IntakeTakes budget, goals, and timeline, then holds a discovery slot your rules allow.
AI employee Hank
- DispatchFlags late or unassigned deliverables and drafts the weekly plan.
- Resource matchingCompares team capacity with open work and suggests who could take what.
AI employee Cody
- Plans and proposalsDrafts proposals from your call notes, using your approved wording and packages.
- Follow-up and closeDrafts follow-ups on open proposals and renewals, and lists upsell ideas.
AI employee Reggie
- Reviews and feedbackDrafts review requests for your clients' customers and sorts feedback. Never posts on its own.
- CampaignsReads ad accounts, GA4, and Search Console, drafts client reports, and flags budget pacing.
AI employee Nora
- Billing and collectionsDrafts retainer invoices with logged overages, matches payments, and drafts late reminders.
- Reports and insightsBuilds margin by client from retainers, hours, and costs, with the record behind each number.
AI employee Olivia
- DocumentsBuilds the onboarding checklist, files brand assets, and logs who granted access. Never stores passwords.
- Engagements and mattersKeeps each client's contract, scope, and renewal date together, and lists what is missing.
AI employee Sam
- Compliance watchChecks ad copy against each client's claims rules and flags risky wording for a person.
- VerificationChecks claims in client copy against the client's source and lists any it can't match.
Specialists when a job needs one
When a job needs its own tools or rules, we can add a specialist on request. Each needs your yes.
Rules for every specialistIt works under one of the seven. It can't answer your outside phone line, approve anything, or check its own work, and its approval rules are never looser.
Under AI employee ReggiePaid ads and analytics. Content and search.- Under AI employee Mia, AI employee Hank, AI employee Nora, AI employee Olivia, and AI employee SamPhone callbacks, reminder calls, support, and returns (AI employee Mia). Inventory and purchasing (AI employee Hank). Collections (AI employee Nora). Recruiting and HR (AI employee Olivia). Product safety and recalls (AI employee Sam).
See them at work
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AI employee Mia · Chief of staffFull workflow, 4 AI employeesA burst pipe at 11:15 p.m., from first call to paid invoice
PlumbingSee it work
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AI employee Reggie · Marketing and growthFull workflow, 3 AI employees14 patients are due for a cleaning
Dental officeSee it work
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AI employee Hank · Operations and dispatchA technician calls in sick, and four jobs need a plan
PlumbingSee it work
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AI employee Cody · Sales and estimatesA roof estimate has no reply on day 6
RoofingSee it work
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AI employee Nora · Billing, books, and reportsA $640 invoice is 21 days overdue
LandscapingSee it work
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AI employee Olivia · Office managerAI employee Olivia tracks five office tasks between cleaning visits
House cleaningSee it work
How it works
The system behind the AI employees
A person approves
An AI employee proposes and a person approves. It cannot approve its own proposal.
Every read and decision logged
Logged with who, what and when.
Only the tools you grant
Only tools an owner or admin grants. Access can be limited to reading or to one area.
Calls, payments and books
Mia answers calls on your number, and we set up your Stripe and QuickBooks connections for card payments and bookkeeping.
The tools and AI apps you already use
We connect your tools through Composio during setup. In the Real Estate workspace, other AI apps can work in your records under the same approvals, with access that expires within minutes.
Answers about AI employees
Do AI employees act without asking me?
They read, draft, and prepare on their own. Sending, spending, signing, and changing a record wait for your approval by default, with the exact change shown. You choose what runs without asking.
Why seven AI employees?
Each one does a job a business already hires for: front desk, dispatch, estimates, marketing, books, office, and compliance. Skill packs teach it your industry.
Do they email or call my customers by themselves?
By default they draft and wait for your approval. AI employee Mia is the one AI employee on your outside phone line: AI phone answering is available, and AI employee Mia drafts a text back to missed calls for you to approve. A few channel settings, such as Gmail auto-reply, can send on their own, so check them when you connect a channel.
Is there an AI receptionist, an AI accountant, or a sales assistant?
Yes. AI employee Mia, the chief of staff, covers the front desk. AI employee Hank runs dispatch, AI employee Cody handles estimates and follow-up, AI employee Nora the books and reports, AI employee Reggie marketing, AI employee Olivia documents, and AI employee Sam compliance.
How do I start with just one?
Book a 20-minute call, then choose the Pilot plan: one AI employee on one job, with setup help. AI usage is included in every plan. See pricing.
Can I build my own AI employee?
Not self-serve yet. If you need a skill that is not on the list, our team sets it up with you, as a service. Tell us what you need.
Put one AI employee to work
Book a 20-minute call so we understand your needs and get your demo ready.