The roster
Each employee has one job, a written description, and a first-day brief about your business. Hire one to start. Add the others when the first one earns it.
What every employee has in common
AI employee · Phone
Answers every call in your name, books the job, texts you the details.
Responsibilities
What it will not do: Quote a price you did not set, commit to a time you did not open, pretend to be a person, or call anyone back without consent on file.
AI employee · Chat
Answers the support line, the website chat and the text line with one brief: billing, orders, returns, the everyday questions.
Responsibilities
What it will not do: Hold a customer in a chat loop when a call would serve them better, or approve a credit, return or exception you did not set in the brief.
AI employee · Phone
Takes the first support call, walks through the checks you wrote, and routes what it cannot fix to the right person.
Responsibilities
What it will not do: Tell a caller to try anything the brief does not cover, or say a problem is fixed when it has not been confirmed.
AI employee · Calendar
Books, moves and cancels appointments in the calendar you already keep, and sends the confirmation.
Responsibilities
What it will not do: Double-book, book outside your hours, or contact anyone without consent on file.
AI employee · Calendar
Reminds every customer before their appointment, on the schedule you set, and tells you who confirmed.
Responsibilities
What it will not do: Contact anyone without consent on file, or remind outside the hours and rules that apply where the customer lives.
AI employee · Calendar
Calls the leads who asked to be called and books them into the slots you opened.
Responsibilities
What it will not do: Contact anyone without consent on file, or keep trying after a customer says no.
AI employee · Calendar
Confirms the visit window, the address and the access details before your crew leaves the yard.
Responsibilities
What it will not do: Contact anyone without consent on file, or commit to an arrival time the crew has not confirmed.
AI employee · Calendar
Takes registrations for your classes, clinics and events, answers the questions, and sends the details.
Responsibilities
What it will not do: Register anyone into a session you did not open, or contact anyone without consent on file.
AI employee · Phone
Calls the leads who asked to hear from you, asks the qualifying questions, and hands the warm ones to your closer.
Responsibilities
What it will not do: Contact anyone without consent on file, or say anything about your product or price that is not in the brief.
AI employee · Phone
Calls back the web form the moment it lands, while the person is still at the screen.
Responsibilities
What it will not do: Contact anyone without consent on file, or quote a price you did not set.
AI employee · Phone
Reaches the customers whose plan, contract or membership is coming due and offers the renewal you set.
Responsibilities
What it will not do: Contact anyone without consent on file, offer a term or discount you did not set, or press a customer who has said no.
AI employee · Phone
After a job well done, asks the customers who agreed whether they know someone who needs you.
Responsibilities
What it will not do: Contact anyone without consent on file, offer a reward you did not set, or ask twice.
AI employee · Phone
After hours, sorts the 2 a.m. emergency from the routine, wakes your on-call only when it should.
Responsibilities
What it will not do: Wake you for a routine call, or tell a caller help is coming when it is not.
AI employee · Phone
Calls before the appointment to collect the insurance, history and consent forms your front desk would otherwise chase.
Responsibilities
What it will not do: Contact anyone without consent on file, give medical advice, or keep any answer anywhere but with your practice.
AI employee · Phone
Reaches the customers who are due and the ones who went quiet, and books them back in.
Responsibilities
What it will not do: Contact anyone without consent on file, or reach a customer who asked not to be contacted again.
AI employee · Phone
After the job, asks the customers who agreed how it went, and asks for a public review only when they say yes.
Responsibilities
What it will not do: Contact anyone without consent on file, write or post a review on anyone's behalf, or ask for a review from a customer who did not agree.
AI employee · Back office
Reminds the customers who owe you, politely, on the schedule you set, and tells you who paid.
Responsibilities
What it will not do: Contact anyone without consent on file, threaten, change an amount, write anything off, or make a payment arrangement you did not allow.
AI employee · Back office
Calls the people who applied, asks your screening questions, and books the ones worth an interview.
Responsibilities
What it will not do: Contact anyone without consent on file, ask anything you did not write, or decide who gets hired.
AI employee · Any
Write the job description. We build the employee and interview it with you.
Responsibilities
What it will not do: Anything the handbook forbids.
Side by side
| Employee | Answers calls | Texts you the job | Books the calendar | Calls out (with consent) | Website chat and SMS | Invoices and reminders | Screens and qualifies | Weekly report |
|---|---|---|---|---|---|---|---|---|
| Receptionist | Yes | Yes | Yes | No | No | No | Yes | Yes |
| Customer support agent | Yes | Yes | No | No | Yes | No | Yes | Yes |
| Technical support triage | Yes | Yes | Yes | No | No | No | Yes | Yes |
| Appointment coordinator | No | Yes | Yes | Yes | Yes | No | No | Yes |
| Appointment reminder | No | Yes | Yes | Yes | Yes | No | No | Yes |
| Appointment setter | No | Yes | Yes | Yes | No | No | Yes | Yes |
| Service confirmation agent | No | Yes | Yes | Yes | Yes | No | No | Yes |
| Event registration agent | Yes | Yes | Yes | Yes | Yes | No | No | Yes |
| Outbound SDR | No | Yes | Yes | Yes | No | No | Yes | Yes |
| Speed-to-lead | No | Yes | Yes | Yes | No | No | Yes | Yes |
| Renewal and upsell agent | No | Yes | Yes | Yes | No | Yes | Yes | Yes |
| Referral request agent | No | Yes | No | Yes | No | No | Yes | Yes |
| Emergency dispatch | Yes | Yes | Yes | No | No | No | Yes | Yes |
| Patient intake coordinator | No | Yes | Yes | Yes | Yes | No | No | Yes |
| Recall and re-engagement agent | No | Yes | Yes | Yes | Yes | No | No | Yes |
| Survey and feedback agent | No | Yes | No | Yes | Yes | No | Yes | Yes |
| Collections agent | No | Yes | No | Yes | No | Yes | No | Yes |
| Recruiting screener | No | Yes | Yes | Yes | No | No | Yes | Yes |
| Custom hire | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Most businesses start with the receptionist. Ten minutes on the phone with us and you will know.