Hire Digital Employees that do real work.

A Digital Employee is AI you hire for a job, not another tool your team has to learn. Teach it how your business works, give it the systems it needs, and decide what it does on its own and what needs your approval. Then put it to work on real work, every day.

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What is a Digital Employee?

AI you hire for a job, not another tool your team has to learn. It knows its role, knows your business and works alongside your people.

01 · Hire it for a job

A role, not a tool

Each Digital Employee has a clear job, like answering calls, researching prospects or handling bookings.

02 · Teach it

How your business works

Your services, policies, documents and the way you like things done.

03 · Give it access

Information and connected systems

The tools and systems its job requires, and nothing more.

04 · Set its authority

What it does alone vs. with approval

You decide where it acts, where it asks first and when it hands off to a person.

Then put it to work, doing real work every day.

Imagine hiring someone who could…

Answer customer calls and questions using your company knowledge

On its own

Research prospects and prepare personalized outreach for your team to approve

Sends after approval

Draft emails and send them once you approve

Sends after approval

Take action in business systems we connect for you, such as making a booking

On its own or with approval

Answer employee questions from your internal knowledge

On its own

Review documents and contracts and surface what needs attention

Flags for review

Log requests and create tickets for your team to follow up

On its own

Recognize when something is outside its authority and hand it to a person

Escalates to a person

What a Digital Employee can do depends on the capabilities it is connected to and the permissions you grant. You decide what it handles on its own, what it asks first and what goes to a person.

Works throughPhone callsChatEmailDocuments & filesWebsite contentBusiness systems we connect for you

Not a chatbot. Not another AI window.

A configured member of your workforce that knows its role, knows your business, has the tools and permissions needed to do its job, and works alongside your people.

Voice & chat

Handles conversations using your company's knowledge, not generic answers.

Company knowledge

Finds answers in your documents and policies, and follows the processes you teach it.

Research & email

Researches accounts and topics, drafts email, and sends it once you approve.

Documents & contracts

Identifies important terms and prepares clear summaries for people to act on.

Connected systems

Takes action in business systems we connect for you, from looking up information to completing tasks like creating a booking.

Human approval

Asks a person first where you require it, and escalates when a situation calls for human judgment.

Separate AI tools

Voice agentChatbotResearch assistantDocument reviewerAutomation tool

Each with its own setup, its own knowledge and its own rules.

One BotOS Digital Employee

Those capabilities combined in one worker for a role, taught your business and governed by the permissions and approval rules you control.

What work is consuming your team today?

Most teams carry work that is repeatable, follows your rules and eats hours every week. That is where a Digital Employee starts.

If your team is…

Answering the same customer questions and calls over and over

→
A Digital Employee can

Answer them from your knowledge and hand off anything unusual

If your team is…

Spending hours researching prospects before every outreach

→
A Digital Employee can

Research accounts and prepare outreach for your approval

If your team is…

Letting follow-ups slip because nobody has time to write them

→
A Digital Employee can

Draft follow-up emails and send them once you approve

If your team is…

Reading through documents and contracts line by line

→
A Digital Employee can

Review them and surface the items that need a person

If your team is…

Fielding internal “how do we…” questions all day

→
A Digital Employee can

Answer employees from your policies and internal knowledge

If your team is…

Entering bookings, records and updates into business systems by hand

→
A Digital Employee can

Complete that work in business systems we connect for you, within its permissions

Not every workflow is a fit. The best first job is work that is repeatable, follows clear rules and has an obvious point where a person should step in. If you are not sure, we will help you choose.

Start NowTalk it through with us

How a Digital Employee learns your business and gets to work.

Five stages, and you control every one: teach it, connect it, set its permissions, put it to work, then observe and improve.

  1. Teach

    BotOS learns your company knowledge, products and services, processes, expectations and the instructions for its role.

    • Company knowledge and documents
    • Products, services and processes
    • Role instructions and expectations

  2. Connect

    Give it access to the approved information and business systems its role requires, and nothing more.

    • Approved information
    • Approved business systems
    • Only what the role needs

  3. Set permissions

    Define what it may do on its own, what requires human approval and when it must escalate to a person.

    • Does on its own
    • Needs human approval
    • Escalates to a person

  4. Put it to work

    Deploy it into the channels and workflows that fit its role so it can begin performing real work.

    • Channels such as phone, chat and email
    • Workflows chosen for the role
    • Real work, every day

  5. Observe & improve

    See what it did, review outcomes and exceptions, and improve how it performs over time.

    • What it did
    • Outcomes and exceptions
    • Improvements over time
The outcome: value you can see.Because BotOS lets you observe the work your Digital Employee does and the value it delivers, you can prove what it is worth. What you learn feeds back into how it is taught and configured.

What it does on its own, and what it asks you first.

You set the line. A Digital Employee acts on its own only where you allow it, asks for approval where you require it and hands off to a person when something is outside its role.

How a Digital Employee acts on your behalf

Illustrative
Step 1Picks up the workA call, a request or a task in its role.
PermissionsIs it authorized?Only the systems and actions you have granted.
Approval, if requiredA person signs offFor the actions you have marked as needing approval.
ResultIt completes the actionAnd your team can see what was done.
Escalation: when work is outside its authority or needs human judgment, it is handed to your team.

On its own

Performs the actions you have authorized, in the systems it is connected to, without waiting.

Needs approval

Prepares the action, asks a person, then carries it out once it is approved.

Escalates to a person

Hands off work that is outside its authority or needs human judgment, and you can review everything it has done.

See a Digital Employee at work: Scout.

Scout is the BotOS Revenue Digital Employee. It learns how your company sells, researches the accounts that matter and prepares outreach for your team to review, so your people can focus on the conversations.

Scout · Revenue workflowIllustrative example

  1. Learns how you sell

    Works from the material you teach it.

    Value propositionsProduct informationSales guidelines

  2. Researches accounts and prospects

    Builds context before any outreach goes out.

    Target accountsKey decision-makersAccount signals

  3. Prepares personalized outreach

    Writes messages from each account's context and sends them once your team approves.

    Sent after approval

  4. Brings your team in

    Hands promising accounts to a salesperson with the research behind them.

    Handed to your sales team

Scout does the groundwork. Your team keeps the relationships.

Scout researches accounts and prepares outreach. Your people approve what gets sent and step in where a human conversation matters.

  • Works from your guidelines
  • Sends only what your team approves
  • Flags when a person should step in
Meet Scout Book a demo

Hire a Digital Employee for the work you need done.

Start with a role like Revenue, Customer Service, Operations or Engineering, or configure one around the work your business needs done.

Scout

Revenue Digital Employee
Featured role
What Scout does
  • Researches prospects and target accounts
  • Prepares personalized outreach
  • Sends once your team approves
  • Brings your team in when a conversation needs a person
Works with
Your sales guidelinesResearchEmailYour approval
Meet Scout

Customer Service

Digital Employee

Answers customers from your company knowledge, handles routine requests and escalates the rest.

Voice & chatCompany knowledgeEscalation

Operations

Digital Employee

Handles routine tasks such as bookings in business systems we connect for you, and logs what needs a person.

Connected systemsTask execution

Document & Contract

Digital Employee

Reviews documents, flags important terms and prepares summaries your team can act on.

Document reviewSummaries

Engineering

Digital Employee

Searches engineering knowledge and technical documentation, reviews specifications, runs approved calculations with the tools you provide and prepares documentation. Conflicts, exceptions and design decisions go to your engineers.

Technical knowledgeApproved calculationsEngineer sign-off

Configure your own

You are not limited to these roles. Configure a Digital Employee around the job you need done: your company knowledge, the systems and tools it is connected to, the permissions you set and the work it performs.

Start NowTalk through a custom role
  1. 1The job it is hired for
  2. 2What it knows about your business
  3. 3The systems and tools it is connected to
  4. 4What it may do on its own or with approval
  5. 5The work it performs every day

What a role can do depends on the systems and tools connected for it. We will be clear about what is possible for your setup. The Engineering role supports licensed engineering judgment; it does not replace it.

See it for your business

What could a Digital Employee take off your team's plate?

Choose a plan and hire your first Digital Employee, or tell us about the work you want to hand off and we'll show you how it could be taught, connected and governed for your business.

Start NowBook a demo

Prefer to talk first? A demo covers

  1. 1The work you want a Digital Employee to take on
  2. 2How it would be taught, connected and given permissions
  3. 3Whether it's the right fit for your business

Questions business leaders ask

Straight answers about Digital Employees and how BotOS works.

How do I get started?
Can BotOS work with my existing systems?
Can a person approve actions before they happen?
Can I control what it is allowed to do?
What is a BotOS Digital Employee?
How is this different from a chatbot?
How does a Digital Employee learn my business?
What can a Digital Employee actually do?

Have a question about your own use case?

Talk to our team

Let’s put a Digital Employee to work.

Tell us about your business and the work you want to hand off. We'll show you how a BotOS Digital Employee could take it on.

What happens next

  1. 1Tell us about your business and the work you want to hand off.
  2. 2We follow up to learn more about your use case.
  3. 3We show you how a Digital Employee could be taught, connected and governed for it.

Prefer to pick a time now? Book a demo →

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