AI Employee Systems
Add a custom AI worker to your business: trained on your information, connected to your tools, and built around a specific role — with clear permissions, escalation rules, and human oversight.
AI Employee Configurator
Keep one selected role in focus, then show the permission boundary and quote logic that turn it into a managed worker instead of a vague assistant.
Selected role
AI Admin
Handle inbox preparation, recurring internal admin, and summary work without losing approvals or context.
Inbox drafts
Task updates
Weekly summaries
Knowledge base recall
Role options
AI Sales and Reception
Qualify inquiries, keep response coverage high, and route demand cleanly into the right next step.
AI Operations
Support scheduling, workflow routing, and internal coordination across the systems the team already uses.
AI Marketing and Growth
Prepare marketing drafts, reporting summaries, and campaign admin without turning into an uncontrolled content machine.
Oversight summary
Knowledge sources
The role is trained on approved business information, not a vague open-ended prompt.
Permissions
Tool access is scoped before go-live so the AI worker can help without acting outside its lane.
Escalation
Sensitive or unusual requests stop at a human checkpoint before they execute.
Quote logic
Role scope + connected modules + support level
Role scope
An admin worker, sales worker, or operations worker each needs a different knowledge base and decision boundary.
Connected modules
Inbox, CRM, calendar, reporting, and workflow complexity change the implementation effort.
Support level
Ongoing optimization, monitoring, and review cadence determine the monthly retainer after go-live.
Oversight Rail
Permissions, escalation, and review stay visible.
This is staff augmentation with control. The AI worker can know a lot and still stop at the right human checkpoint.
Step
Define the role boundary
Decide what the AI worker owns, what it can draft, and what must always stay with a human.
Step
Connect the right knowledge and tools
Only approved sources, workflows, and channels are attached to the role.
Step
Review high-risk actions
Pricing edge cases, sensitive messages, and unusual requests stop for human review.
Step
Tune the worker over time
The role gets refined monthly as the business changes, instead of drifting into generic behavior.
AI Employee Types
Pick the role before adding tools, channels, and support.
Scope stays cleaner when the role is defined first. That keeps the AI worker useful, reviewable, and easier to quote accurately.
Managed role
AI Admin
Handle inbox preparation, recurring internal admin, and summary work without losing approvals or context.
Managed role
AI Sales and Reception
Qualify inquiries, keep response coverage high, and route demand cleanly into the right next step.
Managed role
AI Operations
Support scheduling, workflow routing, and internal coordination across the systems the team already uses.
Managed role
AI Marketing and Growth
Prepare marketing drafts, reporting summaries, and campaign admin without turning into an uncontrolled content machine.
What Gets Built
A role-based AI worker built around the way the business actually runs.
Every capability is scoped to the role, connected to the right tools, and bounded by clear escalation rules — not bolted on as a generic AI layer.
Business knowledge base
The AI employee is trained on the business: services, FAQs, pricing boundaries, tone, policies, and approved escalation contacts.
Inbox and draft support
Replies, follow-ups, and internal messages are prepared for review before anything leaves the inbox.
CRM and task management
Lead notes, follow-up tasks, and status updates stay accurate without manual re-entry across tools.
Reporting and briefings
Weekly or monthly summaries, KPI notes, and owner briefings are prepared from connected data sources.
Escalation and oversight
Sensitive decisions, high-risk actions, and unusual requests always stop at a human checkpoint before executing.
Monthly optimization
The knowledge base, prompts, workflows, and permissions are tuned on an ongoing support model as the role evolves.
Quote Logic
Role + modules + support level = final scope.
Role scope
An admin worker, sales worker, or operations worker each needs a different knowledge base and decision boundary.
Connected modules
Inbox, CRM, calendar, reporting, and workflow complexity change the implementation effort.
Support level
Ongoing optimization, monitoring, and review cadence determine the monthly retainer after go-live.
Role-based AI employee mock
A local-only rules-engine mock showing how a SolveXAI AI employee can read context, draft responses, route tasks, and escalate decisions — without touching live client data.
Logic model
Local deterministic rules only. No paid APIs, live inboxes, or production routes touched.
Preview route
/ai-employee#service-demo
Scenario switcher
Each scenario uses explicit rules and local mock data so prospects can see the operating logic without a risky live setup.
Selected scenario
Daily admin briefing
An AI Admin Employee processes overnight messages, drafts replies, creates tasks, and prepares the owner briefing.
Trigger
Owner checks in at 8 AM. Overnight messages include a client follow-up request, a supplier question, and one unread meeting note.
Trigger
Morning check-in
Messages
3 overnight items
Meeting note
From yesterday afternoon
Escalation needed
None
Decision rules
If a client message requires a response, draft a reply using the approved tone and FAQ library.
If the message includes an action item, create a task with the correct owner and deadline.
If meeting notes exist, extract action items and prepare a summary before the morning standup.
Drafts ready
2 replies
Both client messages have draft replies prepared before the first coffee.
Tasks created
3 items
Action items from messages and meeting notes are already queued.
Briefing
Ready
The owner gets a single morning summary instead of reading everything manually.
Human review
Approve drafts
Nothing sends until the owner approves.
Outcome
The owner arrives to a clean briefing instead of an inbox. Drafts are ready, tasks are queued, and nothing has been sent without approval.
Flow timeline
Messages classified
The AI employee reads the overnight queue and tags each item by type and urgency.
Reply drafts prepared
Two client messages get draft replies using the approved tone and knowledge base.
Action items extracted
Meeting notes are summarized and tasks are created with owners and next steps attached.
Owner briefing reviewed
The owner approves, edits, or discards each draft before anything is sent or actioned.
Business value
Removes repetitive admin, drafting, and follow-up work from the owner and team each day.
Shows prospects a concrete before-and-after for a role-based AI worker, not abstract automation claims.
Creates a reusable base for admin, sales, operations, and marketing support roles across different business types.
Adapt for a real client
Swap the placeholder knowledge base, tone, and FAQ answers for the actual client business content.
Map each role responsibility to the real tools, inboxes, CRMs, and calendars the client uses.
Set escalation rules, permission boundaries, and usage limits before any live deployment.
Stress-test checklist
Send an edge-case message outside the knowledge base and verify the AI employee routes it for human review.
Remove an approval gate and confirm the mock does not allow anything to send automatically.
Trigger a high-risk message (pricing negotiation, complaint) and verify the escalation path fires correctly.
Pricing
AI employee types and estimated ranges
AI Employee pricing is not a fixed package. Final scope and price are quoted after a free audit based on the role, tools, channels, workflows, knowledge base, and support level required.
Option 01
AI Admin Employee
A focused AI assistant for business owners, consultants, and small teams that spend too much time on admin, inbox, summaries, documents, and reporting.
Estimated setup
From $1,500
Scope and final price quoted after the free audit.
Estimated monthly
From $750/mo
Billed separately after setup and go-live.
- Business knowledge base with approved FAQs and policies
- Inbox and email draft support
- Meeting summary and action-item extraction
- Recurring task and reminder workflow
- Weekly owner briefing summary
Option 02
AI Sales & Reception Employee
A sales and reception support agent for appointment-based businesses where missed leads or slow replies cost money.
Estimated setup
From $2,500
Scope and final price quoted after the free audit.
Estimated monthly
From $1,250/mo
Billed separately after setup and go-live.
- Lead intake knowledge base with approved FAQ answers
- CRM lead notes and follow-up drafts
- Missed-call recovery and booking support where scoped
- Lead routing and monthly lead report
- Human handoff logic for sensitive or high-value enquiries
Option 03
AI Operations Employee
The main AI Employee offer for growing businesses with repeated processes across admin, CRM, onboarding, reporting, and team handovers.
Estimated setup
From $4,500
Scope and final price quoted after the free audit.
Estimated monthly
From $1,950/mo
Billed separately after setup and go-live.
- Operations knowledge base with SOPs and workflow maps
- Multi-tool workflow support and task routing
- Onboarding and approval workflow support
- Recurring owner and manager briefings
- Monthly optimization and monitoring
Option 04
AI Marketing & Growth Employee
A marketing support agent that drafts content, campaigns, review requests, and retention messages — always with human approval before publishing.
Estimated setup
From $3,500
Scope and final price quoted after the free audit.
Estimated monthly
From $1,500/mo
Billed separately after setup and go-live.
- Brand and offer knowledge base with approved tone guardrails
- Content and campaign draft support
- Review request workflow and email draft support
- Monthly marketing performance summary
- Human approval required before any content is published
Option 05
Custom AI Workforce
Multiple AI employees or a deeper AI staff system for multi-location businesses, larger teams, agencies, and organizations needing more than one scoped role.
Estimated setup
From $10,000
Scope and final price quoted after the free audit.
Estimated monthly
From $5,000/mo
Billed separately after setup and go-live.
- Multiple AI employee roles across departments
- Department-specific knowledge bases and permissions
- Custom dashboards and internal agent interfaces where scoped
- High-volume workflows and advanced API integrations
- Discovery-led scope — build, tools, and support defined after audit
USD only. Estimated ranges are starting points — final price is quoted after discovery. Setup is paid once before build begins. Monthly retainer is billed separately after go-live. Custom AI Workforce scope requires discovery before any proposal.
Want to know which AI employee role fits your business?
Book the free AI Audit and we'll map the recurring tasks, tool connections, and role boundaries for your first AI worker.
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