SaraSales
AI employee18Active leads
11Follow-ups today
3Quotes prepared
Current workFollowing up on quote Q-2026-0006
The deep dive
An employee you can hold accountable.
An AI employee in Blivo is a real employee record. It belongs to a department, holds a position, and works under the permissions and policies you set. Its work is visible, and it answers to your structure.
What an AI employee is
Not a chat window with a name. A record in your organization, with everything a record implies.
A department and a position
It sits in your org chart like any colleague, with a place to belong and work to own.
Responsibilities
You define what it handles: conversations, follow-ups, preparation of quotes, or internal tasks.
Company knowledge
It works with your company's knowledge and its own department's context, not just the open internet.
Permissions you set
It can only do what its role allows. Everything else is closed by default.
Policies it must follow
Your rules decide what it may do alone, what needs approval, and what is yours alone.
A work record
Every task, conversation, and action it takes is recorded under its name, permanently.
OmarCustomer Support
AI employee12Conversations
27Resolved today
2Waiting for approval
Current workAnswering a conversation about delivery dates
LinaFinance
AI employee4Invoices prepared
9Payments matched
1Needs approval
Current workPreparing invoice INV-2026-0005
Product visualization with sample data from the Blivo interface.
A working day, concretely
A working day, concretely
What one AI employee actually does between morning and evening.
08:30
Checks overnight messages on its channels; answers what it's permitted to answer, queues the rest with notes.
09:00
Runs the morning follow-ups assigned by workflow: three leads, one awaiting reply, one quote to nudge.
11:00
Prepares two invoices from approved orders, with every line checked against the records.
13:00
Hits a question outside its knowledge; escalates to the department manager with the full context attached.
16:00
Updates customer records from the day's conversations; nothing is left in anyone's head.
17:30
Hands off open work to the human colleague covering the evening, with a short, factual summary.
What an AI employee does
What an AI employee does
The work is real and specific. This is the full, honest list of what they handle today.
Conversations
- Answer customers on connected channels
- Work from the customer's history and your knowledge
- Hand over to a person when needed
- Keep every reply attached to the customer's record
Sales work
- Follow up with leads on schedule
- Prepare quotes with correct products and prices
- Move deals forward and keep their state current
- Request approval when a quote crosses a policy line
Finance preparation
- Prepare invoices from approved orders
- Match payments received to open invoices
- Flag overdue and unusual amounts for a person
Records
- Keep customer records current from conversations
- Write conversation summaries
- Attach documents to the right records
Internal tasks
- Run recurring tasks on schedule
- Move workflow steps forward when conditions are met
- Surface what's stuck to the responsible person
How it works with your people
How it works with your people
The design goal is a team that covers for each other, not a rival that replaces them.
Humans take over freely
In any conversation, a person can step in at any moment. The AI employee pauses, reads what was said, and stays available in the background.
Handoffs carry context
When work moves from AI to person or back, the full story moves with it: what was asked, what was done, what's pending. Nobody re-explains anything.
Coverage, not competition
Evening shifts, busy hours, holidays: AI employees cover the times your people can't, and step back when they return.
It asks, it doesn't guess
When an AI employee is unsure, it escalates. An explicit uncertainty is worth more than a confident mistake.
Escalation, by design
Escalation, by design
These situations always bring in a person. The platform enforces it; the AI employee cannot opt out.
- An action its permissions don't cover
- A discount, credit, or promise beyond the policy limit
- A customer who is angry, confused, or asks for a person
- A question its knowledge doesn't answer
- Anything involving a dispute, a legal matter, or a safety concern
- Any situation where it has already tried once without success
What it will never do
What it will never do
The hard boundaries, in plain words.
- Decide its own approvals. Approvals are decided by people only.
- Expand its own permissions. Only you can change what it may do.
- Act without a record. Everything it does is written down, permanently.
- Pretend a channel works when it isn't connected. The platform shows the honest state.
- Spend without limits. Its usage stays inside the plan's allowance, always.
- See another company's data. Isolation is structural, not a setting.
Where they fit
Where they fit
AI employees work in the departments where the workload is heaviest.
Sales
Following up with leads, preparing quotes, keeping deals warm.
Customer Support
Answering conversations, resolving requests, escalating when it matters.
HR
Employee requests, policy answers, records that stay current.
Finance
Invoice preparation, payment tracking, amounts flagged for attention.
Operations
Recurring tasks, coordination, and early warning on bottlenecks.
Management
Summaries of what's moving, what's waiting, and what needs a decision.
Usage, visible and metered
Usage, visible and metered
Every unit of AI work is counted and attributable.
- Usage is measured per employee, per company, with timestamps.
- The owner sees consumption against the plan's allowance, live.
- Alerts arrive at 50%, 80%, and 100% of the allowance.
- If the allowance runs out, AI work pauses safely and resumes when the plan allows.
Hiring one takes minutes
Create the employee, set its position, write its responsibilities and boundaries, connect its channels. It starts working the same day.
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