A AGENTORA OS AI Employees For Modern Businesses
Agentora OS

AI Employees

AI employees tailored to your business

Each Agentora OS AI employee is planned from a structured business profile and an admin-reviewed Master Prompt, so the role, tone, questions, escalation rules and CRM actions match the client’s business.

AI Staff Builder

Role-specific AI staff packs prepared for each business.

Agentora OS now plans AI Employee behaviour through business-specific staff packs connected to Business Profiles, Master Prompts and admin-controlled AI Employee configuration.

01

Business Profile

Gather services, areas, pricing guidance, FAQs and tone.

02

Master Prompt

Assemble admin-visible instruction pack for review.

03

Staff Pack

Generate role-specific configuration for selected AI Employees.

04

Review & Version

Approve for testing only after admin review.

AI Staff Builder workflow

Agentora OS prepares role-specific AI staff packs from the client business profile, Master Prompt and AI Employee configuration. Every pack remains admin-visible, editable and versioned before any future live AI integration.

Business-specificUses services, locations, FAQs, pricing guidance, tone and escalation rules.
Role-specificDefines allowed tasks, questions, CRM actions, follow-ups and booking rules for each AI Employee.
Admin-reviewedPreserves version history and approval status before future testing.
Business Discovery

Prepare AI employee ideas from public business information.

Agentora OS can safely import reviewed public website information into a prospect business profile, suggest suitable AI employees and prepare manual outreach without mass scraping or automatic emails.

01

Enter website

Admin enters one public business website URL.

02

Preview imported data

Services, contact details, FAQs and schema are reviewed before saving.

03

Create prospect profile

Approved information becomes a Business Profile marked Needs Review.

04

Prepare outreach

Select a manual CRM template such as “AI Employees tailored to your business”.

Controlled activation journey

Live integrations stay disabled until business profile, staff pack, provider selection and System Health checks are reviewed by an admin.

Provider planning

Stripe, AI provider, telephony, email and widget settings stay planning-only.

Admin review

Imported profiles and AI staff packs must be checked before testing.

Safe activation later

Live billing, calls, portal and AI execution require a dedicated future phase.

Voice Sandbox

Prepare voice AI safely before live calls.

Agentora OS plans the path from approved AI Staff Pack to provider selection, call forwarding instructions and AI provider sandbox testing. Live calls, live prompts and client portal access stay disabled until every readiness check passes.

01

Approve staff pack

Business Profile, Master Prompt and AI Employee behaviour must be reviewed first.

02

Select provider

Plan Twilio or another provider in sandbox mode without storing live secrets.

03

Prepare forwarding

Draft client-specific call forwarding instructions without activating live routing.

04

Test safely

Move to real sandbox checks only after System Health and Admin To Do are clear.

Client Portal Roadmap

Future client dashboards focused on calls, lead score and action required.

Agentora OS maps each business setup into a future dashboard structure inspired by modern AI receptionist platforms: calls, call details, chats, customers, bookings, business profile, receptionist settings, call forwarding, billing, integrations and widget setup. Public client login remains disabled until secure activation.

01

Calls First

Recent calls, reason tags, lead score, summary, transcript status and action required.

02

CRM Outcomes

Customers, leads, follow-ups and bookings stay connected to existing Agentora OS systems.

03

Business Settings

My Business, receptionist settings, call forwarding and integrations are mapped before access.

04

Safe Activation

Client login, live billing, voice and widgets activate only after readiness checks.

Future dashboard direction: Calls & Lead Scoring

Agentora OS is designed around AI receptionist outcomes: recent calls, reason tags, lead score, transcript status and action required. Bookings remain connected, but calls and CRM outcomes are the main dashboard signal.

TimeCustomer NamePhoneDurationTagsReasonLead ScoreAction Required
09:42Unknown Caller07xxx 1234562:06PricingPlan enquiry72Follow up
10:18New lead07xxx 6543214:03ServiceService enquiry58Create CRM note