Pick a role and it works from a contract you can read, on your data. On probation it asks before anything reaches a customer or changes a record. You decide how far each employee goes from there.
Hi Dana, thanks for your message. Yes, that item is in stock. Shall I send you the price list?
Sales, support, finance and more, or describe your own.
Duties, limits and rules, in plain sentences.
Two weeks at Assistant. It asks before anything reaches a customer.
Approve, edit or reject. Your reasons become lessons it can keep.
When its drafts are right, and only as far as you choose.
Every employee has one level, and you set it. New hires start at Assistant, on probation. "Alone" means it goes out with nobody checking first.
| What it does | Shadow | Assistantnew hires start here | Colleague | Autonomous |
|---|---|---|---|---|
| Reply in a conversation, book a meeting | Drafts | Asks | Alone | Alone |
| Email a customer, send an invoice reminder | Drafts | Asks | Asks | Alone |
| Publish a post on social | Drafts | Asks | Asks | Asks |
| Change records in the tables you allowed | Drafts | Proposes | Applies | Applies |
| Post in a team room, notify a colleague | Drafts | Does it | Does it | Does it |
Until you promote it, it can't go above Assistant. When the two weeks end, it stays at Assistant until you move it up.
Before a change goes live, the screen names what will go out alone. Only a person can say yes, never an API token.
Loosen or tighten a single skill for a single employee. Let replies go alone and keep emails on asks.
A social post never goes out alone, at any level and whatever you change.
Once you let an employee reach customers alone, each message is checked by the platform, not left to the AI's judgement. Anything that looks wrong goes to a person or doesn't go out at all.
These checks catch an address it never read, a link you don't use and too many messages. They can't tell whether a sentence is wise or see a fact with no name in it, and a message that has gone can't be called back. That's what probation is for: read its drafts until you trust them.
It writes only to an address on a record it read, or in a conversation it opened.
A message naming another customer it read, or their contact details, is held.
A link your company doesn't use is held.
An unsubscribed address or a do-not-contact note stops it going out.
3 messages per contact in 7 days and 50 a day unless you set your own, and 200 a day across the workspace.
What's about to go shows with a Stop button, but it goes soon after the work ends: a last chance, not a review. Pausing an employee holds anything not yet sent.
Message it in Team chat or use its Ask box. A manager can give it tasks too. It reports back when it's done.
Every weekday at 09:00, or once for each record that matches, such as every overdue invoice.
A record is created or updated, or a new message arrives in your Inbox.
Each one follows its trust level: until you move it up, whatever reaches a customer waits for your OK. No role fits? Start blank and describe the job.
New leads answered within minutes, quiet ones chased, first meetings booked.
Keeps quotes and idle deals from going quiet.
Finds companies like your best customers and adds them as leads.
First answers from your own knowledge, hard cases to a person.
Reminders for late invoices and a clean month-end pack.
Plans the week's posts. Each one you approve gets scheduled.
Tells you what to reorder before you run out.
Give one mission, like "10 new customers this week". It hands out the tasks and brings you the results. It never approves what reaches a customer.
| What you'd otherwise do | Typical cost | BackOffice |
|---|---|---|
| Analyst doing the recurring check by hand | hours/week | ✓ |
| Separate AI-agent platform | $$$/seat/mo | ✓ |
| Wiring it to your data + approvals | Build it | ✓ |
| AI employees that know your data, with limits you set | extra tool + time | on Full · or $19/mo |
They work in the same workspace as your records, so there's nothing to integrate, and each one goes only as far as you let it. See pricing →
Only if you let it. A new hire can't: it starts on probation at Assistant and asks before anything reaches a customer. If you move it up, it can. At Colleague, replies in conversations and bookings go out alone. At Autonomous, customer emails and invoice reminders do too. Posts always ask. Before that change goes live, the screen names what will go out with nobody checking first and needs your yes.
That follows its level too. At Assistant it proposes each change and a person applies it. At Colleague and Autonomous it applies changes itself, only in the tables you said it may change. At Shadow it only drafts.
When it writes alone, the platform checks the message, not just the AI. An address it never read, another customer's details, a link your company doesn't use, an unsubscribed address or a do-not-contact note stops it: it goes to a person or doesn't go out. Limits per contact and per workspace always apply. These checks can't judge whether a sentence is wise or see a fact with no name in it, and a message that has gone can't be called back, so read its drafts on probation before you move it up.
Pick a role and answer a few short questions. Your answers become its contract: duties, limits and rules in plain sentences. Click any underlined word to change it, then publish. For a job we have no role for, start blank and describe it in your own words.
When someone asks, in Team chat or in its Ask box. On a schedule, once or for each record that matches. And when something changes: a record is created or updated, or a new message arrives in your Inbox. Outside its working hours, anything that reaches a customer waits.
Only the tables you choose, the records you allow in them, anything you attach for it to read, and the web if you switch that on. You choose separately the few tables it may change. An app it reads, such as the Inbox, it reads with the access of the person it reports to, never more.
Every new workspace tries it free for 14 days on the Full plan. After that the app is included on Full, or $19 a month per workspace ($199 once) on Team and Business, with AI usage counted against your plan. There's no seat per employee, and you can set a monthly AI budget for each one.
It starts by asking. You decide how far it goes. 14 days free, no credit card.
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