AI workforce

Explore nine AI assistant roles, their inputs, useful outputs, review requirements and activation steps. Every connection and usage allowance is agreed before activation.

• Sales follow-up assistant — Turn an open enquiry into a relevant follow-up draft, with the conversation and next decision kept together.
• Voice receptionist — Give inbound callers a defined welcome, collect the details your team needs and route the call using an agreed call flow.
• Customer care assistant — Prepare useful answers from approved guidance, then hand unresolved questions to a person with the relevant context.
• Proposal assistant — Convert an agreed customer brief into a structured proposal draft, with pricing sources, assumptions and missing details visible.
• Document assistant — Extract the fields you need from an agreed document type and put uncertain information into a review queue.
• Workflow coordinator — Prepare the next step when an agreed event occurs, while keeping approvals, failures and ownership visible.
• Operations assistant — Prepare job instructions, progress summaries and handovers from the scope and evidence your team has approved.
• Owner briefing assistant — Prepare a concise briefing from agreed business records, with the period, source and gaps behind each observation.
• Knowledge assistant — Find the current approved guidance for a question and show the source, version and limits of the answer.