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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. Together they're the equivalent of 1-2 full-time staff members working 24/7.

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 (web chat, Facebook Messenger, Instagram DM, SMS once approved) and decides whether to respond, qualify the lead, book an appointment, or escalate to a human.

Where it shows up:

  • The chat widget on optin.revstackapp.com
  • Facebook Messenger replies
  • Instagram DM replies
  • SMS conversations (when A2P approves)

What it's been trained on:

  • Your services (kitchen, bath, closet)
  • Your differentiators (European materials, fully custom layouts, Made in USA, GreenSky financing)
  • 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 now

AI Employee #2 — Voice AI

What it does:

Answers your business phone when no one on your team picks up. Speaks in your voice, qualifies the lead, books appointments directly on the calendar, and routes to a human when needed.

Where it shows up:

  • Inbound calls to your business number after a certain ring count (configurable — default 4 rings)
  • Optionally: every call, 24/7

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: ⚠️ Parked until SMS A2P approves and phone provisioning lands. ~2-4 weeks.

Why parked: the Voice AI needs a provisioned business number with A2P clearance. We're working through that — when it lands, we flip a switch.

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 - Review Request workflow
  • 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
  • Drafts response replies to public reviews for your team to edit + post

Status: ✅ Configured, fires when the New Sale workflow is published

AI Employee #4 — Content AI

What it does:

Generates 3 social media posts per week (image + caption), queues them for human approval, then publishes to your connected platforms at optimal post times.

Where it shows up:

  • Social Planner → Drafts tab
  • After approval: published across Facebook, Instagram, LinkedIn, Pinterest

What it handles:

  • Pulls from your existing project photos + customer reviews
  • Writes captions in Dynamic Group's voice
  • Picks hashtags from your approved set
  • Schedules at platform-optimal times (Tue/Thu/Sat is the default)

What you (Sara) handle:

  • Approve drafts before they publish
  • Edit captions if anything feels off
  • Reject anything that doesn't fit — AI learns from rejections

Status: ✅ Configured, posts pause until Sara approves

How they work together

A typical lead journey shows how AI Employees coordinate:

  1. Content AI posts an Instagram story showing a recent kitchen
  2. Someone sees it, taps "send message"
  3. Conversation AI answers, qualifies them, books a Design Consultation
  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 asks for a review 24h later
  8. They leave 5 stars on Google
  9. Content AI can later feature their testimonial in a future post

Four AI Employees, one lead journey, near-zero team time for the marketing motion.

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:

  • Sara's approvals and rejections train the model
  • 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.
"Voice AI isn't answering calls yet" It's parked until A2P approval lands. ~2-4 weeks. Track progress with Kevin.

Video walkthrough

A video walkthrough of your AI Employees lives here once we wire it in.

Last updated: 2026-06-01 by Kevin / RevStack