How it works

From first conversation to first results in a matter of days.

You don't need to build or configure anything technical. Choose a role, agree what the AI employee may do, and give them work — the same way you would with a new hire.

Step 1

Choose a role and hire

Pick a role template, give them a name and answer a few hiring questions in plain language. Each role comes with a job description, starter skills and sensible permissions. On hire, Mantle sets them up like any new employee: their own account, email address, files and a seat on the team.

Hiring Theo · Accounts receivable clerkWhich customers should Theo focus on first? Who should difficult cases be escalated to? How many days overdue before the first reminder?
Step 2

Agree what they may do

For every kind of action — look up an invoice, send an email, change a record — choose one of three settings: automatic, needs approval, or not allowed. You can also set a schedule, such as reviewing overdue invoices every Monday morning.

Theo's permissionsLook up invoices · Automatic Draft reminders · Automatic Send email · Needs approval Escalate to manager · Needs approval Change amounts or terms · Not allowed
Step 3

Hand over the work and approve

Forward an email, mention them in Teams, or let the schedule run. Anything that needs sign-off appears in your approvals inbox with a one-click approve or edit. Every action is recorded in a plain-English activity log your managers and IT team can review.

Monday morning · Collections09:02 Theo reviewed 41 open invoices — 6 over 30 days 09:05 Waiting for approval: reminder to Harbor Supply 09:20 Maya approved · reminder sent 09:40 Theo filed the weekly overdue report to Finance / Collections
Want to see it with your own examples?