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Hire your first AI Employee

7 lessonsBeginner to IntermediateAI WorkforceAI ReceptionistsCustom EmployeesTraining AISelling AI
Estimated time · about 1 hour 30 minutes|Required · A Partner Center account

Objective

Deploy an AI Employee on your own business first, then put a receptionist to work for a client: teach it to book appointments and train it to answer accurately. Once that first hire earns its keep, the same moves grow the roster, put it on autopilot, and turn it into something you sell.

Outcomes

You have a working AI Employee answering for a real business
It books appointments on a real calendar and routes calls by business hours
You can audit what it knows, fix the source, and prove the fix held
You can package and price a workforce for clients

What you will learn

Meet your AI Workforce


The five-employee team working for your own business, and the three parts they all share.

Key topics:

  • The five AI Employees and the jobs they do
  • Where each employee lives
  • The three parts every AI Employee shares
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Put a receptionist to work


Run a receptionist for your own business, choose chat or voice for a client, and audit it before anyone meets it.

Key topics:

  • Why you hire for yourself first
  • Chat, voice, or both
  • The ten-question audit, and where leads land
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Teach it to book


Calendars, booking links, and business-hours call routing.

Key topics:

  • Putting a real appointment on the calendar
  • Configuring the booking link and team events
  • Routing calls by business hours
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Train your AI Employee


Audit the answers, fix the knowledge, and write guardrails.

Key topics:

  • Auditing what it actually knows
  • Fixing the source, not the AI
  • Adding a guardrail and re-testing
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Deploy a receptionist for a client


Configure the receptionist that belongs to your client, on their account, and prove it works before you hand it over.

Key topics:

  • Opening a client's Business App from Partner Center
  • What changes between your receptionist and theirs
  • The go-live test before you hand it over
Learn more →