Skip to main content
AI Employees are the specialists in Echelon that do the actual work. Where the AI Manager decides what needs to happen, AI Employees carry it out — writing outreach messages, responding to customers, sending billing reminders, and running sequences. Each AI Employee focuses on a specific function, so they act with the context and tone that the task demands.

​
What AI Employees handle

AI Employees cover the core operational tasks that would otherwise consume your team’s time:
  • Outreach — drafting and sending personalized first-contact messages
  • Replies — responding to customer and prospect messages on your behalf
  • Billing — sending payment reminders and invoices
  • Record updates — keeping contact and deal data current in your pipelines
  • Sequences — running multi-step follow-up campaigns across channels

​
Types of AI Employees

Echelon includes three types of AI Employees, each designed for a distinct area of your operations.

Sales AI

The Sales AI Employee handles prospecting and pipeline nurturing. It drafts personalized outreach based on each contact’s context, runs follow-up sequences, and escalates hot replies for your attention.Common use cases:
  • Writing first-touch outreach emails or messages
  • Running multi-step sequences for cold or warm leads
  • Re-engaging contacts flagged as stale by the AI Manager
  • Personalizing messages at scale without manual effort
The Billing AI Employee manages the financial touchpoints in your customer lifecycle. It sends payment reminders before and after due dates, follows up on overdue invoices, and keeps your revenue operations running without manual chasing.Common use cases:
  • Sending upcoming-due payment reminders
  • Following up on overdue or failed invoices
  • Notifying customers of subscription changes or renewals
The Support AI Employee handles inbound customer messages, routing and responding to common questions so your team can focus on complex issues. It works across your connected channels — Email, WhatsApp, and SMS on Growth and Scale plans.Common use cases:
  • Responding to common customer questions automatically
  • Acknowledging inbound messages and setting expectations
  • Escalating complex issues to a human team member

​
Plan limits

The number of AI Employees you can run at once depends on your plan. Each active AI Employee counts toward your limit.
PlanAI Employees
Starter3
Growth6
Scale10
If you need to run more simultaneous specialists — for example, dedicated Sales, Billing, and Support Employees per client — the Scale plan’s limit of 10 gives you the headroom to build that coverage.

​
How you create and configure AI Employees

You create AI Employees from your Echelon dashboard. For each employee, you define their focus area, the tone and context they should use, and the channels they’re allowed to act on.
1

Choose an employee type

Select Sales AI, Billing AI, or Support AI depending on the function you want to automate.
2

Configure their context

Give your AI Employee the background they need: your brand voice, the product or service they’re representing, and any guardrails for how they should communicate.
3

Connect their channels

Assign which channels the employee can use — Email is available on all plans; WhatsApp and SMS are available on Growth and Scale plans.
4

Assign them to the AI Manager

Once configured, the AI Manager can route tasks to your new employee automatically.
Start with one Sales AI Employee and one task type — for example, re-engaging stale leads. Once you see how it performs, expand to additional employees and use cases.

​
How AI Employees connect to the rest of Echelon

AI Employees don’t operate in isolation. The AI Manager assigns them work based on pipeline activity, and they execute tasks within your configured pipelines. On Scale plans with Auto-Mode enabled, this entire loop runs without requiring your approval at each step.

AI Manager

Learn how the AI Manager assigns tasks to your AI Employees.

Pipelines

See how pipelines feed work to your AI Employees and track outcomes.