Skip to content

Guides & PlaybooksAI & Automation

A small-business guide to AI Employees

How to think about a defined role, when one employee is enough, and when the work needs a team.

01

One role at a time

An AI Employee is built around a job your team already recognizes: reception, follow-up, CRM, scheduling, content, search. Start with the role that keeps falling behind, not with a full rebuild of the business.

02

You still set the rules

The employee works from approved information and the boundaries you define. You decide what it can do on its own and when a person should review the next step.

03

When the work crosses roles

If a new lead needs a response, qualification, a CRM update and a meeting, that is already a team. In that case look at a coordinated package rather than stacking disconnected automations.

Start with the work that keeps taking time.

You do not need a technical brief. Tell us what the team is spending hours on and we can show you the closest product or process.