What it does
An AI Employee turns conversations into structured CRM updates: contact fields, notes, next steps, and stage changes according to your rules.
The problem
Conversations happen in the phone, inbox, and chat. The CRM stays stale because logging is extra work at the end of a long day.
Trigger
Starts after every conversation.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- CRM
- Phone
- SMS
- Slack
What it reads
- CRM records, notes, and fields you map
- Inbound calls and voicemail on connected lines
- Inbound texts on connected numbers
- Messages in the connected inbox
- Internal alerts and threads you route to Slack
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You map which fields the AI may write.
- Stage changes can require approval.
- Duplicates are flagged instead of blindly created.
Workflow steps
- 1A call, SMS thread, email, or chat reaches a defined outcome.
- 2The AI Employee extracts the facts you care about.
- 3It updates the matching CRM record or creates one.
- 4Next steps and owners are set when the rules say so.
- 5Exceptions are queued for a person to review.
Example use case
After a 6-minute qualifying call, the CRM shows the service requested, property type, decision-maker, and a booked estimate. Nobody typed a note. The AI Employee did it from the transcript.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Lead Follow-Up
Responds immediately, answers common questions, qualifies the opportunity, and keeps the conversation moving until they book, buy, or need a person.
Speed-to-Lead
Picks up the new inquiry the moment it arrives, starts the conversation, and captures the details your team needs to take the next step.
Lead Qualification
Asks the questions your team would ask, scores the opportunity against your rules, and routes ready leads to a person.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.