Solutions
Roles for every department.
Each role comes with a clear job description, sensible permissions and starter skills. Start with one, or describe a role of your own.
- FinanceAccounts receivable clerkFollows up overdue invoices politely and persistently, escalates difficult cases, never changes terms on its own.Sends nothing without approval
- Customer serviceEmail support agentHandles your support inbox: answers from verified information, hands anything sensitive to a person.Refunds not allowed by default
- SalesLead researcherQualifies inbound leads, researches the company, drafts the first reply for your rep to send.Drafts automatically · sending needs approval
- OperationsScheduling coordinatorBooks and reschedules appointments, sends reminders, keeps the calendar tidy.New bookings need approval
- ManagementReporting analystPrepares the weekly numbers, explains what changed and why, files the report where the team reads it.Runs on a weekly schedule
- QualitySecond-opinion reviewerReads a proposal or document and lists what is wrong or missing before it goes out.Read-only by design
- AdministrationDocument intake clerkWatches shared folders and email, extracts the facts from new documents, flags what is missing.Cites the source for every fact
- CustomDescribe your own roleNo template — tell us the job in plain language and we'll set up the role, instructions and permissions with you.Sensible permissions by default