Defined
Role, manager and approved knowledge
Hire a digital employee.
Make it part of your team.
Describe the responsibility. Connect the context. Guide the first conversations. Bring a new kind of teammate into a way of working you already know.
HUMAN DIRECTIONGuy · Team manager
YOUR NEXT TEAMMATE
OriDigital sales employee
Qualify enquiries. Coordinate meetings.
Approved knowledgeContext for every next step
First workflowAn enquiry becomes a meeting
You already know how to do this.
You’ve been managing people for years.
Follow one example: Ori joins your sales team, with Guy in charge.
✦Uniforce · Your next teammateEXAMPLE
I need a sales employee to qualify new enquiries and book introductory meetings. Guy will manage the role.
✦
Ori · AI Sales AgentRole draft
Meet Ori. His first responsibility is to understand each enquiry, check the approved qualification criteria, and arrange a meeting with your team.
Ori · AI Sales AgentRole draftSales enquiries and meeting coordination
Human owner: Guy
First workflow: an inbound enquiry
Start with a real responsibility.
A focused first day.
A clear human owner.
Start with a small, reviewable workflow. Expand when your team has checked how the role works in practice.
To verify
Connections, access and a supervised test
For Guy to decide
Commercial exceptions and any wider autonomy
Make the role your own.
Before your first hire.
What should we prepare before hiring?
Start with a clear responsibility, an example workflow, approved knowledge sources and a named manager. Identify the systems the role needs and the actions that require approval.
Does the employee start working immediately?
Begin with a draft and a supervised example. Review the connections, permissions and responses with your team before deciding what can run in a live workflow.
Who handles exceptions?
The person responsible for the role. Define when the employee should pause, ask for approval or hand the conversation over, with the relevant context attached.
Your next teammate.
Your way of working.
Let’s explore the first role for your business.
Book a demo