Guides / 03
Train your AI employee
Hire the personality, train it on your business, put it on the live floor, then test barge-in before you promote.
14 min read
03.1
Hire the personality
Choose receptionist, sales specialist, support, booking, or lead manager. Each already knows its job on the floor. Extra personalities are $15 a month when a second brand needs its own voice.
Receptionist greets, respects hours and IVR, and holds the thread. Sales qualifies and logs CRM notes. Support handles FAQs and escalates. Booking confirms slots and recovers no-shows. Lead manager catches Meta, Google Ads, and LinkedIn forms the minute they land.
03.2
Train it on your business
Studio is where you set tone, hours, FAQs, products, offers, CRM fields, language, and the moment it must hand off. Version the personality, the tools, and the escalation rule as a set.
- 01Write the job: greeting, tools, handoff.
- 02Upload the hours, holidays, and the real price list.
- 03Name the human queue it should overflow to.
- 04Forbid invented prices, diagnoses, and legal conclusions.
- 05Save a version you can roll back.
03.3
Put it on the live floor
Point numbers, inboxes, calendars, and ad forms at the employee. It works 24x7. Usage after the complimentary Workforce allotment Auto-Recharges at published rates. Do not put it on the main ads number until the test below passes.
03.4
The five-minute promote test
- 01Speak an account ID while the greeting is still talking.
- 02Ask a second question before the first answer ends.
- 03Start to read a card. Recording should pause.
- 04Demand a human. Confirm they see transcript and last intent.
- 05Fail any step: do not promote. Fix Studio. Test again.
If you cannot roll back the same afternoon you shipped it, you do not have a studio. You have a prompt in a text box.