Choose a role
Pick a role that matches your business need. The Sales Executive handles product enquiries and lead qualification — it’s the most popular first hire.
Complete the 5-step setup
The setup wizard will walk you through: knowledge base → name & language → dos & don’ts → model → agreement.
Available roles
| Role | Best for |
|---|---|
| Sales Executive | Product questions, pricing, lead qualification |
| Support Executive | Policy questions, returns, order issues |
| Order Follow-up | Proactive updates on pending or shipped orders |
| Appointment Setter | Booking slots and confirming schedules |
Next: Write a good knowledge base
Your AI staff is only as good as the knowledge base you give it.