Meet Your Digital Workforce: AI Employees for Every Role
Choose a defined job, connect the systems that support it, and set the rules for how work gets done. Explore the roles below to find a useful first assignment for your business.
AI Receptionist
Front desk & appointmentsCalendar connection for bookingAnswer inbound calls, respond using your business information, and help customers schedule appointments with a supported calendar.
Learn moreAI Bookkeeper
OperationsWorks with QuickBooksAll-in-one customer operations for QuickBooks
AI Inventory Manager
OperationsWorks with QuickBooksInventory and vendor specialist for QuickBooks
AI E-commerce Manager
GeneralWorks with ShopifyAll-in-one AI for online stores
AI Retailer
SupportWorks with ShopifyFriendly support for online shoppers
AI Marketing Agent
MarketingNo connection neededData-driven campaigns and lead generation
AI Sales Agent
SalesNeeds an ERPClose more deals without lifting a finger
AI Support Agent
SupportNeeds an ERP24/7 support that actually resolves issues
AI Operations Assistant
OperationsNeeds an ERPStreamlined fulfillment and supply chain
AI Accountant
FinanceNeeds an ERPProfessional collections and financial clarity
AI Executive Assistant
GeneralNeeds an ERPStrategic oversight and team coordination
How to choose your first AI employee
Start with a recurring job
The best starting point is a task your team can describe clearly: answering appointment calls, checking unpaid invoices, responding to order questions, or reviewing low stock. Identify the trigger, the information needed, and what a successful outcome looks like. A narrow first assignment makes it easier to judge quality before you expand the role. Choose a job with a repeatable process and a named person who can review exceptions.
Match the role to your business system
Your existing software helps determine which AI employee fits. QuickBooks roles focus on customer operations and supply management, while Shopify roles support store operations and retail customer service. IanaiERP supports roles spanning sales, support, operations, accounting, and management. The Marketing Agent can start without an ERP connection; tasks involving business records still need appropriate connected tools. Read the requirements on each role card and check the integration page before choosing.
Choose between front-desk and back-office work
The AI Receptionist is the starting point for inbound calls, customer questions, and appointment booking. Prepare your business information, availability, and supported calendar connection for scheduling. Back-office roles instead work from records such as customers, orders, invoices, and inventory. An AI Bookkeeper working with QuickBooks and an AI Accountant working with IanaiERP have different system requirements; their names do not mean they have identical capabilities or replace professional accounting judgment.
Give the employee a procedure and boundaries
A role is a starting configuration, not a complete understanding of your business. Supply current policies, approved answers, escalation contacts, and examples of how your team handles exceptions. Define which actions may proceed and which need approval. For example, reading order status and proposing a customer response can have different approval needs from issuing a refund. Keep financial, customer-facing, and operational permissions appropriate to the assignment.
Test a complete workflow before expanding
Try a representative case from beginning to end, including one case with missing information and one that should reach a person. Check the connected record, the proposed or completed action, and the resulting activity history. Assign a reviewer to monitor early work and refine the procedure when an exception reveals a gap. Scheduled routines should have a clear purpose and sensible timing rather than running simply because automation is available.
Measure a practical outcome
Pick one measure that matters to your team, such as response time, unresolved follow-ups, or time spent preparing routine work. Compare results with your current process and review the quality of handoffs alongside the volume of completed tasks. Start with one role and a manageable workload, then add responsibilities or another employee when the first workflow is dependable. Pricing, system access, and the actions supported by each connection should all inform the decision.