Channels
Voice, SMS, email, chat
Pick the customer entry point before choosing the workflow.
Templates
Start from a real workflow, then adapt it to your business.
Templates give each AI employee a practical starting job: answer the call, book the visit, follow up the quote, collect details, or recover the review.
Template anatomy
Role
What job it owns
Receptionist, scheduler, intake assistant, quote follow-up, or revenue clerk.
Workflow
What it does next
Questions, tools, routing, confirmations, summaries, and escalation rules.
Proof
How it is judged
Booked work, response quality, completed handoffs, and recovered revenue.
General EmployeeLive workflow
Customer intent captured
Next step confirmed
Team handoff written
Customization
Business-specific
Templates are starting points, not generic scripts.
Expansion
Role by role
Add adjacent jobs after the first employee is measured.
Trending
Popular starting templates.
VOICE
Service Scheduler
Books appointments into your DMS calendar in under 10 seconds, 24/7.
42 hours saved per month
2,847 uses - Automotive
VOICE
Patient Intake Agent
Collects patient info and structures it for direct EHR import.
52 hours saved per month
1,876 uses - Healthcare
VOICE
Inbound Support Triage
Triages calls, creates tickets with full context, escalates to specialists.
65 hours saved per month
3,214 uses - Customer Service & Sales
VOICE
Lead Qualification Agent
Scores leads with BANT criteria and books meetings for qualified prospects.
48 hours saved per month
2,789 uses - Customer Service & Sales
REVIEWS
Review Responder
Responds to Google reviews in your exact brand voice within minutes.
15 hours saved per month
2,156 uses - Reputation & Follow-up
SMS
Abandoned Cart Recovery Agent
Recovers abandoned carts with perfectly-timed SMS/email sequences.
45 hours saved per month
3,456 uses - E-commerce & DTC
Categories
Templates are organized by the work, not just the industry.
Automotive
Service scheduling, lead capture, and customer follow-up for dealerships
Healthcare
Patient intake, appointment management, and clinical support
E-commerce & DTC
Cart recovery, order support, and customer conversion
Local Services
Job intake, dispatch, and quote follow-up for home service businesses
Property Management
Maintenance requests, tour scheduling, and tenant communication
Restaurants
Reservations, waitlist management, and catering inquiries
Retail Services
Appointment booking, promotions, and loyalty for salons and spas
Fitness
Class booking, trial conversion, and membership management
Implementation
A template becomes production-ready when it knows your rules.
The important work is not selecting a template. It is adapting the questions, calendars, tools, escalation policy, tone, and scorecard to the business.
Define the exact customer intent the employee should handle.
Connect the calendar, inbox, phone line, CRM, or operating system it needs.
Write the handoff rules for human review.
Measure the first week against booked work and useful summaries.
Choose a template and make it specific.
General Employee can start from a proven workflow, then adapt it to your business, tools, and team rules.