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AI employees

AI that knows your business, not just generic replies

Give AI employees your offerings, company information and policies, then let them handle conversations with a clear path to human handoff.

  • Company knowledge
  • Offerings and policies
  • Human handoff
  • Run history

Interactive product preview · demo data

AI capabilities

Grounded, permission-aware and reviewable

The AI layer is designed around company context and safe boundaries, not autonomous access to everything.

Company information

Teach the AI about the business, locations, hours and service model.

Offerings

Add products or services with prices, descriptions and import support.

Knowledge and policies

Store approved answers, policies and escalation rules.

Human handoff

Let the AI request a teammate when the conversation needs judgment.

Run history

Review AI runs and their outcomes instead of guessing what happened.

Safe assistant

The workspace assistant proposes drafts and respects the user permissions.

Human in the loop

Automation with an exit ramp

AI should reduce waiting time, not trap customers. The handoff path is part of the workflow, not an afterthought.

  • Assign conversations to AI employees
  • Request a human when confidence or policy requires it
  • Keep team notifications for handoffs and failures
  • Review run history and improve the knowledge base
Discuss an AI workflow

Interactive preview · demo data

Setup

Four steps to a useful AI employee

The quality of the AI depends on the quality of the company context you give it.

01

Add company context

Complete the company information and offerings.

02

Add knowledge

Write the policies, answers and escalation rules the AI should follow.

03

Choose the guardrails

Define the routing and handoff behavior for the AI employee.

04

Review and improve

Use run history to spot gaps and update the knowledge base.

Questions

AI employee questions

Still unsure? Talk to the team about your workflow.

Does the AI send messages without review?

AI employees can handle conversations when you assign them and your configuration allows it. The separate workspace assistant only prepares drafts for a human to review. Both respect company permissions.

What data does the AI use?

It uses the company information, offerings and knowledge items you provide, plus the conversation context needed to respond. Company data is scoped to the active company.

Can a customer reach a human?

Yes. AI employees can request a human handoff, and the team is notified when a handoff or failure needs attention.

Does the AI work in every language?

Language quality depends on the model and the content you provide. Test the conversations that matter to your business before relying on automation.

Next step

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Bring the inbox, campaigns, automations, leads and AI into one company-scoped workspace.