SC
Sales
AI Sales Concierge
Qualifies inbound opportunities, answers service questions, and moves the right prospects toward a consultation.
What this worker handles
- Respond to new inquiries
- Ask qualification questions
- Summarize needs and urgency
- Send the approved booking link
Ideal for: Businesses losing qualified leads because follow-up is slow or inconsistent.
Connects with: Website forms · CRM · Email · SMS · Reclaim
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AS
Sales
AI Appointment Setter
Coordinates booking, reminders, rescheduling, and intake so appointments stop depending on manual back-and-forth.
What this worker handles
- Offer available meeting times
- Collect pre-meeting details
- Send reminders
- Handle approved rescheduling
Ideal for: Consultants, service providers, clinics, and teams with appointment friction or no-shows.
Connects with: Reclaim · Calendly · Google Calendar · Outlook · SMS
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LF
Sales
AI Lead Follow-Up Specialist
Keeps qualified leads from going cold through timely, approved email and text follow-up sequences.
What this worker handles
- Send immediate acknowledgements
- Trigger timed follow-ups
- Route replies to a human
- Update lead status
Ideal for: Businesses with inquiries in spreadsheets, inboxes, or CRMs that are not followed consistently.
Connects with: Groundhogg · HubSpot · Email · SMS · Make.com
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PA
Customer Experience
AI Receptionist & Phone Agent
Answers inbound calls, identifies the caller’s need, captures details, and transfers urgent or sensitive conversations.
What this worker handles
- Answer inbound calls
- Identify call intent
- Collect contact details
- Transfer or schedule the next step
Ideal for: Organizations missing calls, relying on voicemail, or needing consistent front-desk coverage.
Connects with: Twilio · ElevenLabs · CRM · Notion · Reclaim
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CS
Customer Experience
AI Customer Support Agent
Answers approved questions, gathers complete issue details, and routes requests based on urgency and account type.
What this worker handles
- Answer approved FAQs
- Collect issue details
- Classify urgency
- Create and route support records
Ideal for: Teams repeatedly answering the same questions or receiving incomplete support requests.
Connects with: Website chat · Email · Help desk · Notion · CRM
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OPS
Operations
AI Operations Coordinator
Connects systems, moves information, triggers approvals, and keeps repeatable workflows from stalling.
What this worker handles
- Move data between systems
- Trigger approval steps
- Create tasks and alerts
- Track workflow status
Ideal for: Businesses copying information between systems or relying on people to remember every handoff.
Connects with: Make.com · Notion · Google Workspace · Microsoft 365 · CRM
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AA
Administration
AI Administrative Assistant
Handles structured administrative work such as intake, document preparation, reminders, and task coordination.
What this worker handles
- Organize incoming requests
- Prepare standard documents
- Send reminders
- Create and assign tasks
Ideal for: Owners and small teams spending high-value time on repetitive administrative work.
Connects with: Email · Notion · Google Drive · Microsoft 365 · Forms
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CC
Marketing
AI Content Creator
Turns approved strategy, offers, and brand guidance into structured draft content for human review.
What this worker handles
- Draft campaign content
- Repurpose long-form material
- Create content calendars
- Prepare captions and email copy
Ideal for: Teams with a content backlog, inconsistent posting, or too much time spent creating first drafts.
Connects with: Notion · Google Drive · Canva · Mailchimp · Social schedulers
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RA
Analytics
AI Reporting Analyst
Collects recurring metrics, summarizes performance, and flags trends that need human attention.
What this worker handles
- Collect recurring metrics
- Generate scheduled summaries
- Highlight unusual changes
- Prepare decision questions
Ideal for: Leaders waiting on manual reports or lacking a consistent view of sales, service, and marketing performance.
Connects with: Google Sheets · Looker Studio · CRM · Notion · Email
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