01 / Lead Finder
Find target opportunities
Identifies prospects, accounts, or patients based on industry-specific fit signals.
Employee hub
Each AI employee has a job, an input, an output, and a boundary.
This hub explains the shared employee patterns that can be reused across industries, so each role page stays focused on what that employee does best.
Lead finder
Follow-up
Appointment
Compliance
What an employee page should answer
JobWhat this employee owns
InputWhat it needs to start
OutputWhat it produces for the team
02 / Follow-up Assistant
Keep the conversation moving
Creates the next touch based on reply state, timing, and opportunity value.
03 / Appointment Assistant
Turn interest into a booking
Offers times, confirms attendance, and keeps calendars moving.
04 / Review Assistant
Grow reputation
Requests reviews, manages timing, and routes feedback appropriately.
05 / Compliance Guard
Protect the boundary
Flags risky language, blocks unsafe actions, and escalates for approval.
06 / Reporting Assistant
Summarize results
Turns activity into a clear result summary with ROI, status, and next steps.
Template
Every role page should follow the same structure
1. PurposeWhat the employee is responsible for.
2. InputsWhat data or trigger starts the job.
3. OutputsWhat the team receives when it finishes.
4. GuardrailsWhat must be approved or blocked.
Role pages should stay simple and reusable so every industry can plug the same employee into its own workflow.