Setting up the AI Employee

An assistant that answers DMs, WhatsApp, SMS, website chat and calls — safely.

Draft or automatic

Start in draft mode: it proposes replies you approve. Automatic sending is unlocked once the Quality tests pass (80% by default).

Guardrails and approvals

Topics like refunds always go to a person. Replies with a blocked word, or that it isn't sure about, wait in “Waiting for approval”. When a teammate replies in a conversation, the AI steps back.

Quality tests

Test conversations run exactly as the AI would answer — nothing is sent. Each checks what you expect and whether the AI invented any price, number or link. Re-run them after changing the setup.

Phone calls

Add the Phone calls channel and point your Twilio number at the address shown, to let it answer and transfer calls.

Measuring results

Performance (top of the page, 7 / 30 / 90 days) shows conversations and the share handled without a person, why others were handed over, replies sent and the typical reply time, contacts and qualified leads it created, and per channel what came of it.

Bookings, deals and payments count when the same contact makes them between the conversation's start and 30 days after its last message. Revenue influenced is payments collected plus won deals not already paid by invoice, shown per currency.