The AI Employees feature enables you to create and configure AI-driven employees who will handle prospect communication and schedule meetings with your prospects via Calendly.

Head to the AI Employee tab by going to Workspace Settings > AI Employees:

From here, you can manage your AI Employees by either editing existing ones or creating new ones.

2. You will have the option to generate company research. This step gathers information about your company to help the AI Employee better identify potential customers. While it's optional, we recommend you perform the research to get the most out of AI Employee.

3. Provide a URL link to your company’s website and specify the type of prospects you want to find. You can further refine your audience description by adding a more detailed description in the text field.

After you have finished filling the fields, click Generate to proceed. The process may take up to 30-45 seconds to finish. If the research takes longer than 2 minutes, please contact our Customer Support team.

4. Once the research is complete, you will be taken to your AI Employee overview page.

Scroll through the collected data to ensure all details are accurate:

Scroll down to check the Q&A Section, which is prepared based on the research, to review the information your Employee will use to generate its responses. You will be able to edit the Q&A section in the following steps of the AI Employee setup.

If you want to regenerate the research, click New Research in the bottom left corner:

Your research is accessible at any time by going to User Settings > Company Research. You can run up to 5 research entries per day.

To proceed, click Use Research for AI Employee.

5. Choose an avatar by clicking the arrow button under the description of the AI Employee:

This setting removes the guesswork from finding and adding prospects to your campaigns. Define your search criteria once, and your AI Employee will remember your preferences to consistently find the right prospects for your campaign.

You can configure the following search parameters:

This optional setting expands your search if there isn't any new prospects matching your criteria.

When enabled, the AI Employee will prioritize the job titles you specified and expand other criteria to find more prospects for your campaign. When disabled, the search for new prospects stops if no more prospects meet the specified targeting criteria.

Click Next to continue.

By defining the objective, tone, and language, you empower the AI Employee to automatically tailor the steps for future campaigns and communication, making the process more efficient. It reduces manual effort and allows you to focus on strategy while the AI handles the details.

You can customize the following:

To customize any of the fields, click on the purple text and type your input.

Click Next to proceed.

This step is optional. You can continue without completing it.

Showcase up to 3 successful examples of your product in action.

To do that, click +Add Case Study and complete the customizable fields:

Optionally, toggle Add Case Study URL to include a link to your case study.

This step is optional. You can continue without completing it.

Highlight free offers for your prospects:

Include up to 3 free value proposals and add links where applicable.

If you chose to use Company Research earlier in the setup, these fields will be pre-filled automatically. However, you can still customize them to better suit your needs.

Create questions and answers about your services, so that the Employee can use these Q&As to generate the most relevant response based on the available data.

To add a question/answer, click + Add Q&A and fill in the fields:

In this tab, you can set up your Calendly Integration to book meetings with your prospects.

If you don't have Calendly connected yet, click Connect and follow the instructions on the screen:

You can also check out this article to learn more about Calendly Intergation.

If you or any user on your workspace have Calendly connected, you can customize how your AI Employee should use it to chat with prospects and schedule meetings:

With Manual Approval, you will have the option to approve messages, set delivery time, assign users, and prioritize tasks:

With Automatic, your AI Employee handles communication independently.

Customize the number of follow-up messages by toggling the setting.

Click Finish Update to save your settings.

You have successfully set up your AI Employee, and it’s now ready to be used in your campaigns.

While creating a new campaign, assign an AI Employee to manage it by clicking Select during the campaign setup process:

Next, select the AI Employee you want to manage the campaign:

After you have chosen an Employee, click Update targeting in the AI Targeting section and configure your targeting parameters.

Alternatively, apply the AI Employee targeting settings by clicking Reset to AI Employee Targeting:

To assign an AI Employee to an existing campaign, open the campaign's edit settings and follow the same steps used for adding an AI Employee to a new campaign.

You can also activate an AI Employee directly from your Inbox:

You can switch to another AI Employee or disable the feature at any time:

Setting up AI Employees empowers your campaigns with precision, efficiency, and automation, freeing you to focus on driving results.

By tailoring targeting, messaging, and objectives, you create personalized, impactful interactions with your prospects.

If you need assistance or have questions, our Customer Support team is here to help — reach out anytime!