Services

Twelve roles, described honestly.

Each AI employee below owns a defined role. Each connects to the tools you already use, reports to a named manager, and escalates when a situation needs a person. The descriptions cover what each role handles day to day — not what it might do in theory.

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The roles

What each AI employee handles

  • 01

    Customer Support Agent

    Handles tier-1 customer enquiries across live chat, email, WhatsApp, and social channels. It creates, categorises, and resolves tickets, updates your CRM after every interaction, and detects when a conversation should move to a person. Complex or sensitive cases escalate automatically.

    • Multi-channel ticket handling
    • Categorisation and resolution
    • Sentiment-based human escalation
    • CRM record updates
    • Support in 30+ languages
  • 02

    Sales Development Rep (SDR)

    Researches prospects against your ideal customer profile, writes personalised outreach, and books qualified meetings into your sales calendar. Warm leads are handed to your account executives with a full briefing. Your team keeps the conversations that matter.

    • Prospect research and ICP matching
    • Email sequences and follow-ups
    • LinkedIn research and outreach
    • Meeting booking
    • Pipeline reporting and handoff briefings
  • 03

    Executive / Personal Assistant

    Manages calendars, prepares meetings, and triages email for founders and senior leaders. It drafts communications for your approval, compiles briefing documents, and extracts action items from meetings. Anything ambiguous comes back to you as a question, not a guess.

    • Scheduling and conflict resolution
    • Meeting agendas and briefings
    • Email triage and drafting
    • Travel research and itineraries
    • Meeting notes and actions
  • 04

    Marketing Specialist

    Produces content, manages campaign schedules, and reports on performance across your channels. It works to your brand voice and style guide, and drafts go to a person for sign-off before anything customer-facing is published.

    • SEO content and landing page copy
    • Social scheduling
    • Email campaigns
    • Ad copy for Google, Meta, and LinkedIn
    • Performance reporting
  • 05

    Data Analyst

    Pulls data from your databases, spreadsheets, and APIs, and turns it into scheduled reports and ad-hoc answers. It tracks KPIs against thresholds, flags anomalies, and answers plain-English questions about your data. Interpretation and decisions stay with your team.

    • Data extraction
    • Automated daily, weekly, and monthly reports
    • Trend and anomaly detection
    • KPI tracking and alerting
    • Natural-language queries
  • 06

    HR Assistant

    Runs onboarding workflows, answers policy and handbook questions, and processes leave requests. It handles first-line HR enquiries and escalates anything personal or sensitive to your HR team. Changes to personal data always require human approval.

    • Onboarding workflow management
    • Policy and handbook Q&A
    • Leave requests and balance tracking
    • Survey distribution and analysis
    • Enquiry triage and escalation
  • 07

    Finance & Accounts Assistant

    Processes invoices from receipt to routing, categorises expenses against your policy, and reconciles bank statements. Exceptions are flagged for a person rather than forced through. Payments above your agreed threshold always require approval.

    • Invoice extraction, matching, and routing
    • Expense categorisation and policy checks
    • Accounts payable and receivable tracking
    • Bank reconciliation
    • VAT preparation
  • 08

    Legal Document Analyst

    Reviews contracts, extracts key clauses, and flags risk against your standard positions. It compares versions, tracks obligations and deadlines, and drafts NDAs from your templates. It augments qualified professionals — it does not give legal advice, and final review stays with a person.

    • Contract review and risk flagging
    • Clause extraction (termination, liability, IP, confidentiality)
    • Redline comparison
    • Obligation and deadline tracking
    • Template-based drafting
  • 09

    IT Help Desk Agent

    Resolves common tier-1 IT issues — password resets, account unlocks, software guidance — and routes everything else to the right engineer. It manages tickets around the clock and turns resolved issues into knowledge base articles.

    • Password resets and account unlocks
    • Installation and configuration guidance
    • Ticket creation and routing
    • New-starter IT setup checklists
    • Knowledge base upkeep
  • 10

    Content Writer

    Drafts blog posts, case studies, newsletters, and social copy to your brief, brand voice, and style guide. It handles keyword research and repurposes long-form content into shorter formats. Every draft goes to your editor before publication.

    • Long-form drafts
    • Short-form and social copy
    • SEO optimisation
    • Content repurposing
    • Style guide compliance
  • 11

    Procurement Specialist

    Manages purchase orders and approval workflows, monitors supplier performance, and tracks contract renewals so nothing auto-renews unseen. It prepares and distributes RFQs and triggers reorders from inventory rules you set.

    • Purchase order workflows
    • Supplier monitoring and scoring
    • Renewal tracking and alerts
    • RFQ preparation
    • Inventory reorder triggers
  • 12

    Voice & Phone Agent

    Handles inbound and outbound calls — routing, FAQ resolution, appointment booking, reminders, and lead qualification through structured conversations. Every call ends with a summary in your CRM. Callers who need a person are transferred, not deflected.

    • Inbound routing and FAQ resolution
    • Appointment booking and reminders
    • Outbound follow-ups
    • Lead qualification
    • Post-call summaries and CRM updates
Integrations

They work in your tools, not around them.

AI employees connect to the systems you already run. Communication: Microsoft Teams, Slack, Outlook, Gmail, WhatsApp, and phone. CRM: Salesforce, HubSpot, Pipedrive, Zoho. Help desk: Zendesk, Freshdesk, Intercom, Jira Service Management. Accounting: Xero, QuickBooks, FreeAgent, Sage. HR: BambooHR, Personio, CharlieHR. Marketing: Mailchimp, WordPress, Buffer, Hootsuite. Custom integrations are available for any tool with a REST API or webhook support — if your application has an API, we can usually connect to it. Integration requirements are confirmed during Discovery, before you commit.

The difference

An AI employee is not a chatbot.

Dimension Chatbot AI employee
Identity A generic widget A named role with a scope and a human manager
Where it works Your website Teams, Slack, email, phone — wherever your team works
Scope Answers FAQs Executes complete workflows end to end
Accountability Deflection metrics Reports to a human manager against agreed objectives
Learning Static knowledge base Improved continuously from feedback and review
Oversight None Defined approval thresholds and a full audit trail

Not sure which role fits your business?

Tell us what takes up your team's time. We will tell you honestly whether an AI employee can take it on — and if it can't, we will say so.

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