What Is an AI Employee?
An AI Employee completes a defined workflow across approved tools, follows business rules, and hands exceptions to a person.
Use clear frameworks to scope AI Employees, evaluate controls, plan integrations, and measure business impact.
Six practical starting points for evaluating AI automation without inflated claims.
An AI Employee completes a defined workflow across approved tools, follows business rules, and hands exceptions to a person.
Compare responsibilities, oversight, availability, and where human judgment remains essential.
Plan approved call types, qualification rules, consent, summaries, and escalation paths.
Map response timing, qualification, approved messages, appointment booking, and sales handoff.
Reduce missing notes, stale pipeline stages, delayed tasks, and inconsistent activity records.
Define permissions, review points, restricted actions, escalation rules, and quality checks before launch.
Illustrative workflows, not fabricated case studies.
Qualify buyer and seller enquiries, schedule viewings, update the CRM, and hand qualified conversations to an agent.
Research target accounts, prepare personalized outreach, classify replies, and create follow-up tasks.
Answer approved questions, collect context, create tickets, and route sensitive or complex cases.
Use baseline metrics and verified project data before publishing results.
Track the time from a new inquiry to the first accurate, approved response.
Measure repetitive steps removed, exceptions created, and human review time.
Review qualification accuracy, completed tasks, escalation quality, and data consistency.
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