LeadAI

How it works

Hiring an AI staff member, step by step.

This is the operating model in practical terms. There is no dashboard for you to run and nothing for you to learn at the end of it.

You don’t need another thing to manage.

The sequence

Five steps, and then it is running.

  1. Choose the staff member you need

    Start with the phone, or hand over the whole front and back office. You are choosing a role and the work that comes with it — not a bundle of features you then have to configure.

  2. They get set up around your business

    Your approved information and your rules: what you do, how you want callers handled, what your staff member is allowed to say, and what has to come back to you. This is the part that makes the difference, and it is the part we do with you.

  3. The relevant calls and workflows get connected

    Your staff member is connected to the calls and the follow-up work they are responsible for. What gets connected depends on the role you have hired and what your business already runs.

  4. They handle their defined work

    While you’re working, they’re working. Calls are answered, enquiries are followed up, quotes already sent get chased, invoices keep moving and reviews get asked for — inside the rules you set.

  5. You keep visibility, escalation and control

    You can see what happened. Anything that needs a real decision — pricing, a dispute, scoping, anything commercial — comes back to you rather than being decided on your behalf.

Where the work happens

Calls, SMS and email — where the work already lands.

Your AI staff work across calls, SMS and email — the same places the work already lands.

  • Phone calls

    Inbound and outbound conversations, including the calls that come in after you have knocked off.

  • SMS

    Follow-ups, confirmations and the messages that keep a job moving between calls.

  • Email

    Follow-up sequences and the written side of keeping enquiries and accounts moving.

SAM in action

What it looks like when you just ask.

SAM is the staff member you talk to directly. This is a short walkthrough of that.
Watch SAM in action — opens the recording on Loom.

Control

What stays with you

Handing work over is not the same as handing over the decisions. These stay with you.
  • The rules your staff work to, and what they are allowed to say
  • Every commercial decision — pricing, discounts, terms and scope
  • Anything a staff member escalates rather than guesses at
  • Whether a staff member keeps working for you at all

Easier to hear than to read about.

Talk to a staff member and see how they handle it, then book a demo if you want it set up around your business.
Book a demo

Or ring +61 468 199 598 — Emily answers LeadAI’s own line.

LeadAI

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