YOUR AI TEAM
Build the AI team your business needs
Hire AI team members the way you would hire people: give each one a role, place it anywhere in your org chart, and have it report to and work alongside your staff. Add as many as you need. Anything that reaches a customer or moves money waits for a person.
WHAT IT LOOKS LIKE
AI team members in your org chart, next to your people
An example business with people and AI working together. Each AI team member has a manager, a job, and teammates it works with every day.
PERSON
Owner
Sets direction and approves what matters.
PERSON
Office Manager
Runs the front desk and the schedule.
Reports to: Owner
AI TEAM MEMBER
Receptionist
Answers calls, chats and texts after hours and books appointments.
Reports to: Office Manager
PERSON
Front desk associate
Handles walk-ins and anything the Receptionist hands over.
Reports to: Office Manager
PERSON
Sales Lead
Owns the pipeline and the close.
Reports to: Owner
AI TEAM MEMBER
Sales
Follows up on every lead and drafts next steps for the Sales Lead to approve.
Reports to: Sales Lead
PERSON
Account rep
Works the same pipeline, side by side with Sales.
Reports to: Sales Lead
AI TEAM MEMBER
Marketing
Drafts posts and campaigns and keeps a steady publishing schedule.
Reports to: Owner
PERSON
Bookkeeper
Closes the month and signs off on the books.
Reports to: Owner
AI TEAM MEMBER
Accountant
Reconciles accounts and chases overdue invoices.
Reports to: Bookkeeper
Anywhere in the chart
Put an AI team member under any manager, at any level, in any department. Add as many as you need.
Alongside your people
AI and people share the same pipeline, inbox and books, so work passes between them without a handoff.
Accountable to a person
Each one reports to someone on your team, who reviews its work and decides how much it does on its own.
PRE-CONFIGURED, FULLY CUSTOMIZABLE
Start from a ready-made role, then make it yours
Each of these comes set up for its job on day one. Rename it, change what it focuses on, choose who it reports to and how much it does without asking, or build a role of your own from scratch.
Receptionist
Answers calls, chats and texts, captures leads and books meetings.
Before: A question sent at 9pm waits until someone opens the inbox on Monday.
With it: The visitor gets an answer from what you have told it about your business, and the booking or the message lands in your CRM.
Runs on the AI Receptionist add-on.
Sales
Keeps the pipeline moving: leads, deals, follow-ups and next steps.
Before: A deal goes quiet for three weeks and nobody notices until the quarter ends.
With it: Ask it to log a call on that deal and it also proposes the next step and a close date, or recommends marking it lost.
Marketing
Drafts content and campaigns and keeps a steady publishing cadence.
Before: "Send it to everyone" goes out to the whole list with no clear next step for the reader.
With it: Before any send it checks which list, how many recipients and what the call to action is, and suggests a series instead of a one-off.
Web
Watches site speed, search visibility and publishing health.
Before: A slow page, or a site search engines are not indexing, goes unseen for months.
With it: Around any change it checks page speed and search status, and reports what actually moved.
Designer
Reviews how your site looks and recommends concrete design changes.
Before: "The site feels dated," with no idea what to do about it.
With it: Named fonts and weights, color values and a spacing scale, starting with the list of what already works and should stay.
IT
Triages support requests and keeps response times on track.
Before: Tickets get handled in the order they arrived, and the urgent one waits behind three easy ones.
With it: Requests sorted by severity and response-time status, with the one about to miss its deadline at the top.
Accountant
Keeps the books reconciled, works receivables and prepares for tax time.
Before: Old "outstanding" invoices get written off by age, including ones that were actually paid by check.
With it: It walks each open invoice with you and marks it paid, written off or still collectible, with the tax treatment for your cash or accrual basis.
Works in Books, which comes with Suite.
HR
Keeps policies current, runs onboarding and tracks compliance. Approvals stay with people.
Before: A policy change lives in someone's inbox, and nobody is sure which version is in force.
With it: A drafted amendment, routed to the people who can approve it, with an audit trail of who signed and when.
Works in HR, which comes with Suite.