These virtual employees can be specialized in various areas according to your business needs, such as: Sales, Support, Follow-up, General Information, Qualification, After-Sales, and Collections.
AI Employee Management and Configuration
As an administrator, this section provides you with full control over your organization's virtual workforce.
What actions can you perform?
Monitoring: View existing AI employees and clearly understand how each one participates within the service workflows.
Auditing: Identify the role of each assistant and review their general configuration to ensure it aligns with business objectives.
Creation: Onboard new virtual employees to cover new areas or operational processes.
When configuring an AI Employee, you define:
The employee's name.
A general description of their tasks.
Their primary role or purpose.
Their functional orientation (the direction in which they should guide the conversation).
The elements of their behavior and tone.
Decision Making: When to create or edit an employee?
To maintain an efficient operation and avoid confusion in automated processes, use the following criteria:
You should CREATE a NEW Employee when:
The function or objective of a service process changes radically.
A completely new type of customer service is introduced into the company.
Operational responsibilities need to be separated for greater efficiency.
A single AI employee can no longer adequately resolve multiple complex operations simultaneously.
You should EDIT an EXISTING Employee when:
The actual day-to-day operational use has changed.
Its current function is unclear to the team or the end user.
The configured description no longer reflects the actual role being performed.
Its service approach needs to be fine-tuned or adjusted to improve results.
💡 Corporate Best Practices
To ensure the best performance from your AI workforce, we recommend your team applies these guidelines:
Specialization: Assign a concrete and well-defined function to each employee. Specialization improves response quality.
Clear Naming Conventions: Avoid ambiguous names. Use identifiers that make it immediately clear what that assistant does (e.g., Collections Assistant - Tier 1).
Defined Limits: Do not overlap too many disparate roles or tasks onto a single virtual entity.
Consistency: Always maintain strict alignment between the employee's name, its description, its configured function, and its actual operational use.
Already know which worker you need to create or modify? Check out the Guide to Creating a Workflow if you're creating a new one within a flow, How to edit a Worker's settings if you need to modify an existing one, or the Prompting Guide for your AI worker to configure its Mission, General Knowledge, and Transitions.