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Custom AI Employees

Build role-specific AI workers around your exact SOPs.

When you need more than prebuilt roles, Custom AI Employees are trained on your policies and playbooks with explicit role boundaries and approvals.

  • Custom role design for unique workflows.
  • Policy-aligned responses and actions.
  • Central governance with local adaptation.
Custom AI configuration

Where it helps most

  • Complex intake and routing flows.
  • Industry-specific policy compliance steps.
  • Cross-team handoff automation.

Typical KPIs

  • Cycle-time reduction for targeted workflows.
  • Handoff accuracy and timeliness.
  • Compliance adherence in process steps.
Custom AI Employees

Build AI roles around your exact operating model.

Create custom employees for unique workflows: estimator, project coordinator, payment chaser, onboarding assistant, dispatch support, and more—trained on your policies and process boundaries.

  • Train on SOPs, scripts, policy docs, and playbooks.
  • Define role boundaries and approvals.
  • Deploy across channels with centralized governance.
Custom AI employee configuration