How BotOS works.

BotOS turns AI into a Digital Employee your business can actually manage. You define the job, what it knows, which systems it can use, what it may do on its own and where a person stays in charge.

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Your business defines
1The job2What it knows3Which systems it uses4Its authority5Human oversight

Five stages. You decide at every one.

Every Digital Employee goes through the same five stages. Here is what actually happens at each one, and what it means for your business.

1

Teach

BotOS learns your business.

What happens

You give it the knowledge the role needs: products and services, policies, processes, documents, FAQs, and the instructions and expectations for the job.

For your business

Answers and work that reflect how your company actually operates, not generic AI.

2

Connect

Give it what the job requires.

What happens

You set up the channels its role requires, such as a phone line, chat or email, and we connect the business systems it needs, such as a booking system.

For your business

It works where your work already happens, without broad access to everything.

3

Set permissions

Decide where the line sits.

What happens

For each kind of action, you choose whether it happens on its own, needs a person's approval, or is always escalated to your team.

For your business

Speed on routine work. Control over anything sensitive.

4

Put it to work

Real work, every day.

What happens

It starts handling work in the channels and workflows that fit the role: answering, researching, drafting, booking and flagging, within the rules you set.

For your business

Work gets done consistently, not only when someone remembers to open an AI tool.

5

Observe & improve

See the work. Make it better.

What happens

You see what it did, review outcomes and exceptions, correct it and teach it more. You widen its authority only when you are ready.

For your business

Value you can see and prove, from a Digital Employee that improves over time.

Different jobs use different tools.

A Digital Employee works through the channels and tools its role needs. A customer service role may answer calls and chats. A revenue role may research and draft email. You connect only what the job requires.

VoiceAnswers and handles calls
ChatConversations in BotOS
EmailDrafts, sent with your approval
DocumentsReads, reviews and summarizes
Company knowledgeYour policies, services and FAQs
Business systemsSystems we connect for you

Example configurations by role

Customer Service

Answers customer questions and routine requests, and hands unusual ones to your team.

VoiceChatCompany knowledge

Scout: Revenue

Researches accounts and prepares outreach for your sales team to approve.

EmailCompany knowledge

Document & Contract

Reviews documents and surfaces the terms a person should look at.

DocumentsCompany knowledge

Operations

Handles routine tasks such as bookings and flags what needs action.

VoiceBusiness systems

Examples only. Each business chooses which channels a Digital Employee may use, and we connect the business systems its role requires.

You set its authority.

Every action a Digital Employee can take falls into one of three levels. You choose the level, action by action, and you can change it at any time.

On its own

Work it is authorized to do

It performs the actions you have authorized, in the systems it is connected to, without waiting for anyone.

  • Answer a common question from company knowledge
  • Research an account and summarize it
  • Book a time a caller has confirmed
Needs approval

Work your business wants signed off

It prepares the action, asks a person, then carries it out once approved. You decide which actions need this.

  • Send an outreach email to a new prospect
  • Send an email drafted in chat
  • Share a document outside the company
Escalates to a person

Situations it hands off

Anything outside its authority or needing human judgment goes straight to a person.

  • A customer asks for a refund or exception
  • A prospect asks about special pricing terms
  • A question it cannot answer from what it knows

Examples are illustrative. You choose which actions a Digital Employee may take, and which need approval.

Not automation for automation's sake.

The goal is real work done the way your business wants it done. Your business defines the job, the knowledge, the systems, the authority and the human oversight. BotOS makes that a Digital Employee you can put to work and keep improving.

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