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AI employees for your business

Your expertise.
Ready to help.

For sales, support and customer success teams.

Give prospects a product expert, customers a support guide and new accounts an onboarding assistant. Configure each role with your business knowledge, instructions and selected tools.

See a business demo Find your role
01 / Define the job02 / Make it yours03 / Test & share
Explore a role
Example workflow
Aria, an example support AI employee
A question comes in

How do I return my order?

Knowledge you provideYour return policyExplain the next step.
AriaSupport role preview
Your knowledgeContext you provideYour toolsConnections you chooseYour way of workingA role you shape
The idea is simple

A clear role.
A useful next step.

Start with one job worth doing. Add the context behind it. Then check how your employee handles the conversation.

01

Give it a purpose.

Choose an audience, a job and the result you want to check. Start with a template or write your own brief.

02

Bring your context.

Add approved sources, instructions and the connections the job needs. Keep the scope focused and the information current.

03

Try a real question.

Test in Chat. Check known answers, missing information and the path to a person before preparing a shared experience.

Example setup workflowFollow the getting-started guide
The role directory

Start with the work
you know best.

Start with sales, support or onboarding, then explore specialist roles. Each example outlines the responsibilities, source material and outputs your team should evaluate.

12 role examples

One focused job is a good place to start.
LeoRole preview
01

Revenue growth

Sales

Configure a product expert to explain your offering from approved sources, ask relevant qualification questions and direct an interested buyer to your sales enquiry path. Define any lead capture and connected actions in the deployment setup.

  • We need a product for a 40-person support team. What should we evaluate before requesting a demo?
Explore role brief: AI Sales Employee
Places to evaluate
Landing pages, campaign pages, product pages, demo pages, direct links, and chat bubbles.
Best for
Sales or revenue operations
Source material to prepare
Current product documentation, published pricing, approved customer examples, qualification criteria and instructions for contacting sales.
Outputs to test
Product and service questions. Qualification against your agreed criteria. Context for a sales follow-up. Review these outputs with the team that owns the workflow.
Example tools to evaluate
  • HubSpot
  • Salesforce
  • Slack
Discuss this business role
AriaRole preview
02

Customer care

Support

Configure a support employee to explain documented setup steps, ask for missing context and identify when a specialist is needed. Test its answers against your current help centre before sharing the experience with customers.

  • Our team cannot finish the setup step in your guide. What information does support need from us?
Explore role brief: AI Support Employee
Places to evaluate
Help centers, support portals, websites, Slack, WhatsApp, phone, and internal help desks.
Best for
Customer support or support operations
Source material to prepare
Current help articles, troubleshooting steps, supported product versions and escalation instructions. Provide only the information appropriate for the intended audience.
Outputs to test
Documented account setup guidance. Product how-to questions. Issue summaries for a support specialist. Review these outputs with the team that owns the workflow.
Example tools to evaluate
  • Zendesk
  • Intercom
  • Slack
Discuss this business role
NoahRole preview
03

Voice operations

Phone

Configure the number, employee, model, voice, and call persona. Test the intended questions, caller intake, and routing before accepting live traffic.

  • Are you open today?
  • Can I book an appointment?
Explore role brief: AI Phone Employee
Places to evaluate
Phone numbers, appointment intake, campaign hotlines, service inquiries, after-hours calls, and support triage.
Best for
Clinics, real estate, local services, education, events, agencies, support teams, and appointment-based businesses.
Source material to prepare
Call scripts, FAQs, qualification criteria, service descriptions, intake forms, routing rules, and escalation instructions.
Outputs to test
Caller information, call summaries, lead qualification, issue category, transcript, and recommended next action.
Example tools to evaluate
  • Zoom
  • Microsoft Teams
  • Google Calendar
Launch a phone employee
PriyaRole preview
04

Customer success

Onboarding

Configure an onboarding guide to explain your implementation checklist, clarify the next documented step and surface questions for customer success. Use an Agentic Presenter when the experience should centre on one product PDF or video.

  • We have just signed up. What should our administrator prepare before the team starts using the product?
Explore role brief: AI Onboarding Employee
Places to evaluate
SaaS onboarding, product tours, internal rollouts, customer education, membership portals, and courses.
Best for
Customer success or implementation
Source material to prepare
Your onboarding checklist, setup documentation, product walkthrough and guidance on responsibilities and support contacts.
Outputs to test
First-account setup questions. Product walkthroughs from approved material. Preparation for a customer success handoff. Review these outputs with the team that owns the workflow.
Example tools to evaluate
  • Notion
  • Google Drive
  • Slack
Discuss this business role
PriyaRole preview
05

Team enablement

Training

Prepare learning instructions and sources, then test explanations in Chat. Check presenter and assessment behavior separately before use with learners.

  • Can you explain this slide?
  • What does this policy mean?
Explore role brief: AI Training Employee
Places to evaluate
Employee onboarding, sales training, partner education, compliance, courses, product demos, and certification prep.
Best for
HR teams, enablement teams, schools, trainers, educators, product teams, and enterprise learning programs.
Source material to prepare
Training PDFs, videos, slide decks, course material, policies, Q&A material, and assessment questions.
Outputs to test
Explanations, learning summaries, question drafts, and material for a reviewed assessment.
Example tools to evaluate
  • Google Docs
  • Zoom
  • Microsoft Teams
Create a training employee
AriaRole preview
06

Creative production

Content

Use Content studio for slide decks, podcasts, and mind maps, or Chat for written drafts. Review facts, formatting, and source fidelity before sharing.

  • Turn this PDF into a deck.
  • Create a podcast from this report.
Explore role brief: AI Content Employee
Places to evaluate
Marketing content, sales enablement, founder content, education, creative production, internal knowledge, and product marketing.
Best for
Marketing teams, founders, creators, agencies, educators, consultants, and product teams.
Source material to prepare
Reports, briefs, websites, product docs, videos, transcripts, decks, notes, and brand guidance.
Outputs to test
Slide decks, podcasts, mind maps, scripts, summaries, campaign briefs, content calendars, and social drafts.
Example tools to evaluate
  • Notion
  • Google Docs
  • YouTube
Build a content employee
Aivah teamRole preview
07

Business operations

Operations

Draft plans, summaries, and follow-up notes. Add Scheduled tasks or Connected tools when appropriate, and verify each resulting action.

  • What should I follow up on?
  • Summarize this account.
Explore role brief: AI Operations Employee
Places to evaluate
Internal operations, daily planning, team workflows, CRM updates, calendar prep, task management, and project coordination.
Best for
Founders, operators, sales teams, account managers, customer success, project teams, and back-office teams.
Source material to prepare
Internal docs, SOPs, meeting notes, tasks, calendars, CRM context, support history, and project plans.
Outputs to test
Action plans, summaries, task lists, reminders, handoff notes, priorities, and next-step recommendations.
Example tools to evaluate
  • Asana
  • Airtable
  • Monday
Build an operations employee
PriyaRole preview
08

Interactive presentation

Presentation

Review presenter setup with the intended material, character, and voice. Test navigation, question handling, and assessments as separate parts of the experience.

  • Walk me through this deck.
  • Can you explain this slide?
Explore role brief: AI Presentation Employee
Places to evaluate
Product demos, investor decks, training rooms, tutorials, courses, event booths, and onboarding sessions.
Best for
Sales teams, trainers, educators, product marketers, event teams, and customer success.
Source material to prepare
Slide decks, videos, presenter notes, source documents, questions, quizzes, and approved supporting material.
Outputs to test
Presentation setup, tested explanations, assessment material, and follow-up drafts to review.
Example tools to evaluate
  • Google Slides
  • Google Drive
  • Zoom
Create a presentation employee
AriaRole preview
09

Talent experience

Recruiting

Explain approved role and process information and collect context for a recruiter. Keep employment decisions and commitments with the hiring team.

  • Is this role right for me?
  • What is the interview process?
Explore role brief: AI Recruiting Employee
Places to evaluate
Career pages, hiring campaigns, candidate portals, direct links, phone, and interview preparation.
Best for
Talent teams, staffing firms, fast-growing companies, graduate programs, and high-volume hiring.
Source material to prepare
Job descriptions, team information, hiring FAQs, benefits, screening criteria, process guidance, and interview preparation material.
Outputs to test
Candidate context, qualification notes, common questions, process guidance, and recruiter handoff summaries.
Example tools to evaluate
  • LinkedIn
  • Google Calendar
  • Notion
Build a recruiting employee
LeoRole preview
10

Property experience

Real Estate

Explain approved listing information and collect requirements or viewing requests. Confirm availability and bookings through the responsible team or a verified connection.

  • Which units fit my budget?
  • Is this property available?
Explore role brief: AI Real Estate Employee
Places to evaluate
Listing pages, project microsites, property portals, WhatsApp, phone, and campaign landing pages.
Best for
Brokerages, developers, property managers, leasing teams, and real estate marketplaces.
Source material to prepare
Listings, floor plans, project details, location guides, availability, qualification questions, policies, and viewing rules.
Outputs to test
Buyer or tenant requirements, possible property matches, viewing requests, and agent handoff notes.
Example tools to evaluate
  • HubSpot
  • Slack
  • Google Calendar
Build a real estate employee
PriyaRole preview
11

Patient intake

Healthcare Intake

Explain published service and appointment information, collect appropriate non-emergency context, and direct clinical or urgent needs to people.

  • Which service should I book?
  • Do you have an appointment today?
Explore role brief: AI Healthcare Intake Employee
Places to evaluate
Clinic websites, patient portals, service pages, appointment links, and phone intake.
Best for
Clinics, dental practices, wellness providers, diagnostic centers, and multi-location healthcare groups.
Source material to prepare
Service descriptions, appointment guidance, clinic policies, location details, approved FAQs, intake fields, and escalation rules.
Outputs to test
Structured intake, appointment intent, service questions, routing context, and human handoff notes.
Example tools to evaluate
  • Google Calendar
  • Microsoft Teams
  • Google Drive
Build a healthcare intake employee
NoahRole preview
12

Guest experience

Hospitality Concierge

Explain rooms, amenities, policies, and local guidance. Prepare service or booking requests and confirm any commitment through staff or a verified connection.

  • Which room is best for a family?
  • Can I request a late checkout?
Explore role brief: AI Hospitality Concierge
Places to evaluate
Hotel websites, guest links, WhatsApp, phone, arrival flows, in-room experiences, and concierge desks.
Best for
Hotels, resorts, serviced apartments, destination operators, and hospitality groups.
Source material to prepare
Property details, room information, amenities, policies, local recommendations, service hours, and escalation contacts.
Outputs to test
Guest answers, booking intent, service requests, concierge recommendations, and staff handoff context.
Example tools to evaluate
  • Slack
  • Google Calendar
  • Microsoft Outlook
Build a hospitality concierge
Inside your workspace

From an idea
to your employee.

A place for the role. A place for its tools. A place to test the conversation. Here is how the current workspace fits together.

  1. 01
    Hire your employee

    Explore Templates, Custom and Local knowledge.

  2. 02
    Choose the connections

    Review the apps available in Connected tools.

  3. 03
    Make the first test count

    Choose the employee and settings in Chat.

Take a workspace tour
Employees / Hire employeeCurrent workspace

Hire employee with Templates, Custom and Local knowledge starting points

Open original screenshot ↗
A starting point for your next employee.Choose the role, then review its instructions and setup.

Connected tools showing available apps and connection status

Open original screenshot ↗
LIBRARYConnect what the job needs.

Chat setup with employee, character, model and voice controls

Open original screenshot ↗
CHATPut the setup to the test.
Make it feel like you

A role with
personality.

Choose a character for the experience you want to create. The character shapes the presence; your employee’s instructions and knowledge shape the work.

Illustrative characters and roles. Select a character to start a voice conversation. Microphone access is required.

Explore characters & voices
Bring the conversation closer

Meet people
where they are.

Prepare the right destination for the job. Review its employee, connection and experience settings, then test the journey your audience will use.

On your website.

Prepare a chat bubble, an iframe or a direct link for the conversation.

Web & embeds

In the conversation.

Review Phone numbers and messaging setup for Slack or WhatsApp.

Phone & messaging

Around the table.

Review the employee setup and invitation controls available in Meetings.

Meetings setup
Stay close to the work

Give it room to help.
Keep the direction.

Your first setup is a starting point. Keep reviewing the sources, the answers and the next steps as the job evolves.

The employee review checklist

Keep the context current.

Review the source material when your product, policies or process change.

Make room for “I don’t know.”

Test missing information and questions that should go to a person.

Review what happened.

Use available conversation history and Insights to decide what to improve next.

Good questions

Before you
get started.

More practical answers in the Help Center .

Do I need to start from a template?

Choose Templates for a starting point, or use Custom or Local knowledge in Hire employee. Review the instructions, sources and selected tools before using the employee.

What knowledge can I give an employee?

Prepare current documents, website pages or text for the supported knowledge setup. Give each source a clear purpose, check its processing state, and test answers against the original material.

Does every employee need a face or voice?

Start with the conversation your audience needs. The employee holds the job and knowledge; the character and voice shape the experience. You can review those choices separately in Chat and supported deployment settings.

Can I choose which tools it uses?

Yes. Review available connections in Library → Connected tools, then select the tools the job needs in employee setup. Check the account, permissions and expected result before relying on a connected action.

What should I test before sharing it?

Try questions with known answers, questions outside the source, and a request that needs a person. Review the responses, selected tools and destination settings. Then test the actual shared experience before inviting your audience.

Your next teammate starts here

One business goal.
A focused first pilot.

Bring a customer journey, the sources behind it and a person who can review the results.

See a business demo Plan your business pilot