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AI Employees

Your AI assistants — what they handle and how to work alongside them.

You have four AI Employees built into your RevStack platform. Each one handles a specific job that would otherwise take human time. Your Chat AI and your Voice AI are both live and answering today, and your social accounts are connected so social posting is live. The one remaining connection is your Google Business Profile — being set up today — which switches on Google review monitoring.

You don't manage them like employees — they don't take direction in real-time. You tune them via the system, and they do their work in the background.

AI Employee #1 — Conversation AI

What it does:

Reads every incoming message and decides whether to respond, qualify the lead, book an appointment, or escalate to a human.

Where it shows up:

  • The chat widget on dynamic.revstackapp.com — live now, on Auto-Pilot
  • Facebook Messenger replies — flows in once you connect your Facebook messaging
  • Instagram DM replies — flows in once you connect your Instagram messaging

What it's been trained on:

  • Your services (kitchen, bath, closet)
  • Your differentiators (European materials, fully custom layouts, Made in USA)
  • Your appointment types and how to book them
  • Common pricing ranges
  • When to hand off to a human

What it escalates to you:

  • Complex pricing on big projects
  • Upset or frustrated customers
  • Anything sensitive (legal, complaints)
  • Direct human requests
  • Questions outside its training

Status: ✅ Live and answering on Auto-Pilot. It's loaded with Dynamic Group's full knowledge base — real pricing, services, and appointment types — so it answers with accurate information and books consultations on its own. Facebook Messenger and Instagram DM replies flow in the moment you connect those messaging integrations.

AI Employee #2 — Voice AI

What it does:

Answers calls on your Dynamic AI Line, speaks in your voice, qualifies the lead, books appointments directly on the calendar, and routes to a human when needed. The agent "Dynamic Group Voice Assistant" is wired to your Dynamic AI Line (224-470-7787) with the same knowledge base as your Chat AI.

Where it shows up:

  • Inbound calls to your Dynamic AI Line (224-470-7787) — it answers directly, 24/7
  • Missed calls to your office line (773-283-0191) — your office line forwards-on-no-answer to the Dynamic AI Line, so nothing slips through

What it can do on the phone:

  • Greet the caller in Dynamic Group's voice
  • Ask what they're looking for (kitchen, bath, closet, multi-room)
  • Answer common questions about services, hours, location, basic pricing
  • Book a Kitchen Design Consultation directly on the calendar
  • Capture a callback request if they want a human
  • Transfer to a team member during business hours

Status: ✅ LIVE on your Dynamic AI Line (224-470-7787). It answers calls directly, and your office line (773-283-0191) forwards missed calls to it. It does not require any SMS/texting approval (that's a separate thing entirely).

Note: Voice AI is voice, not texting — so none of the texting stuff applies to it.

AI Employee #3 — Reviews AI

What it does:

Sends review requests 24 hours after a job is marked Completed. Routes happy customers to Google; routes unhappy customers to a private feedback form so you can address the issue before it goes public.

Where it shows up:

  • The Review Request email (Template 04) that fires from the New Sale - Send Review Request workflow — live now
  • The smart routing on customer click

What it handles:

  • Decides when to send (24h after Completed)
  • Picks the right message based on customer history
  • Routes feedback intelligently
  • Monitors your Google reviews and drafts response replies for your team to edit + post — activates once your Google Business Profile is connected

Status: ✅ Review-request email is live and running now. Google review monitoring and AI-drafted responses activate once your Google Business Profile is connected (being set up now).

AI Employee #4 — Content AI

What it does:

This is your on-demand social writer, available on your Unlimited plan. It's an AI caption writer plus image generator that lives inside the Social Planner — not a set-and-forget robot. When you sit down to post, it drafts captions and generates images in Dynamic Group's voice, ready to publish to your connected accounts. A person batches and schedules them — figure about 15 minutes a week.

Where it shows up:

  • Social Planner → the AI writer + image generator, on demand
  • Published across your connected accounts: Facebook, Instagram, LinkedIn, Pinterest

Your social accounts are connected and posting is live. When you open the Social Planner, Content AI is right there to draft for you.

What it handles:

  • Drafts captions in Dynamic Group's voice on demand
  • Generates images to go with them
  • Picks hashtags from your approved set
  • Hands you finished drafts to review, schedule, and publish

What Darek (your social approver) handles:

  • Asks Content AI for a batch of drafts, then reviews them
  • Edits captions if anything feels off
  • Schedules them across the week (~15 min/week) — the AI learns from what you keep and what you cut

Status: ✅ Social accounts are connected and posting is live. Content AI is ready in the Social Planner whenever Darek sits down to batch a week of posts.

How they work together

Here's how the AI Employees coordinate across a full lead journey (the Google review step lights up once your Google Business Profile is connected):

  1. Darek uses Content AI in the Social Planner to draft and publish an Instagram post showing a recent kitchen
  2. Someone sees it, taps "send message" (lands in your inbox once Instagram messaging is connected)
  3. Chat AI answers, qualifies them, books a Kitchen Design Consultation — or Voice AI does the same if they call your Dynamic AI Line
  4. They show up, you do the estimate
  5. They sign — you mark the opportunity Won
  6. Project completes — you mark Job Status = Completed
  7. Reviews AI sends the review-request email 24h later (live now)
  8. They leave 5 stars on Google — Reviews AI monitors and helps you respond (once your Google Business Profile is connected)
  9. Darek can later feature their testimonial in a future Content AI post

Four AI Employees, one lead journey. Your Chat AI and Voice AI are answering today, social posting is live, and the review-request email is running. The moment your Google Business Profile is connected, the full motion runs at near-zero team time.

Tuning the AI over time

When the AI does something off, you can improve it:

Conversation AI:

  • When you take over a conversation, the AI sees what you wrote and what kind of question you handled. Over time it learns.
  • For specific tuning (e.g., "stop quoting prices over $20K, escalate those"), tell Kevin and we'll adjust.

Voice AI:

  • Similar — call transcripts are reviewed periodically
  • For specific tuning (greeting wording, qualifying questions), tell Kevin

Reviews AI:

  • The email copy can be edited in the Template 04 file
  • The routing logic can be adjusted in Reputation Settings

Content AI:

  • What Darek keeps, edits, and cuts shapes the drafts it gives you next time
  • Tell Kevin for big shifts (e.g., "we don't want anything humor-leaning")

When to NOT trust the AI

A few cases where you should always step in:

  • Anything legal (contracts, complaints, threats)
  • Pricing on projects over $20K — human-only territory
  • Anything where the customer's tone is escalating
  • Anything outside Dynamic Group's services (e.g., flooring questions — the AI doesn't know your boundaries on that)

Take it over. The AI is a force multiplier, not a replacement.

What if I'm stuck?

Stuck moment Fix
"The AI said something incorrect about our services" Take over the conversation, correct it, then text Kevin the customer name + what was wrong. We tune.
"The AI is sending too many emails" It's likely a workflow, not the AI. Check Workflows for one that's misfiring.
"I don't know if a reply was from a human or the AI" Open the conversation — replies are marked AI vs Human.
"I want to turn off the AI for one specific customer" Open the contact → settings → toggle "AI Auto-Reply" off.
"A call to the office line didn't reach Voice AI" Voice AI answers your Dynamic AI Line (224-470-7787) directly. The office line (773-283-0191) forwards missed calls to it — if a missed call didn't forward, check the office line's forwarding-on-no-answer setting or ask Kevin.

Last updated: 2026-06-17 by Kevin / RevStack