Where it helps most
- Complex intake and routing flows.
- Industry-specific policy compliance steps.
- Cross-team handoff automation.
When you need more than prebuilt roles, Custom AI Employees are trained on your policies and playbooks with explicit role boundaries and approvals.

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