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 access to the information and approved systems it needs. Set what it can do on its own and what requires approval. Then put it to work handling real work every day.
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.
| Typical chatbot | Standalone AI tool | BotOS Digital Employee | |
|---|---|---|---|
| Has a defined job | Answers whatever it is asked | Does what each person prompts | ✓ Hired for a specific role |
| Knows your business | Scripted answers | Only what you paste in | ✓ Taught your knowledge and rules |
| Takes action in your systems | Rarely | You copy results across | ✓ Completes tasks in systems we connect for you |
| Has permissions | No | No | ✓ Only what its role needs |
| Asks for approval and escalates | No | No | ✓ Built in, set by you |
| Works without being prompted | Waits for a visitor | Waits for a person | ✓ Handles its work every day |
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.
A role, not a tool
Each Digital Employee has a clear job, like answering calls, researching prospects or handling bookings.
How your business works
Your services, policies, documents and the way you like things done.
Information and connected systems
The tools and systems its job requires, and nothing more.
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.
Answer customer calls and questions using your company knowledge
On its ownResearch prospects and prepare personalized outreach for your team to approve
Sends after approvalDraft emails and send them once you approve
Sends after approvalTake action in business systems we connect for you, such as making a booking
On its own or with approvalAnswer employee questions from your internal knowledge
On its ownReview documents and contracts and surface what needs attention
Flags for reviewLog requests and create tickets for your team to follow up
On its ownRecognize when something is outside its authority and hand it to a person
Escalates to a personWhat 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.
Most teams carry work that is repeatable, follows your rules and eats hours every week. That is where a Digital Employee starts.
Answering the same customer questions and calls over and over
Answer them from your knowledge and hand off anything unusual
Spending hours researching prospects before every outreach
Research accounts and prepare outreach for your approval
Letting follow-ups slip because nobody has time to write them
Draft follow-up emails and send them once you approve
Reading through documents and contracts line by line
Review them and surface the items that need a person
Fielding internal “how do we…” questions all day
Answer employees from your policies and internal knowledge
Entering bookings, records and updates into business systems by hand
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.
Five steps, and you control every one: teach it, connect it, set its permissions, put it to work, then observe and improve.
Teach
BotOS learns your company knowledge, products and services, processes, expectations and the instructions for its role.
Connect
Give it access to the approved information and business systems its role requires, and nothing more.
Set permissions
Define what it may do on its own, what requires human approval and when it must escalate to a person.
Put it to work
Deploy it into the channels and workflows that fit its role so it can begin performing real work.
Observe & improve
See what it did, review outcomes and exceptions, and improve how it performs 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.
Start with a role like Revenue, Customer Service, Operations or Engineering, or configure one around the work your business needs done.
Answers customers from your company knowledge, handles routine requests and escalates the rest.
Handles routine tasks such as bookings in business systems we connect for you, and logs what needs a person.
Reviews documents, flags important terms and prepares summaries your team can act on.
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.
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.
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.
A Digital Employee is AI you hire for a job, not another tool your team has to learn. You teach it how your business works, give it access to the information and approved systems it needs, set what it can do on its own and what requires approval, then put it to work on real work every day.
A chatbot waits for questions and an AI assistant waits for someone to prompt it. A Digital Employee has a defined role, is taught your business, and does the work through the channels and systems connected for it, following the permissions you set, including when to ask for approval and when to hand off to a person.
It can do the work, not just suggest it, within the capabilities it is connected to and the permissions you grant. That includes answering customer calls and questions, researching prospects and preparing outreach, sending emails with your approval, taking action in business systems we connect for you such as creating a booking, reviewing documents and surfacing what needs attention, and answering internal questions.
Not every workflow is a fit. The best first job has clear rules and an obvious point where a person should step in.
You teach it with your own material, such as services, policies, FAQs, documents and website content, plus instructions on how you want things handled. You can correct it and add to its knowledge over time.
It works through the channels and business systems connected for it, and only with the access its role needs. Which systems can be connected depends on your setup, and we connect them for you. If you are unsure about a system you rely on, talk to us first.
You decide. Within what it is allowed to do, you choose what it handles on its own, what it prepares and asks a person to approve before proceeding, and what it escalates to your team. You can start narrow and widen its authority as you gain confidence.
Choose a plan on the pricing page and select Start Now, or book a demo if you would like help choosing the right first role.
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.
Prefer to talk first? A demo covers
