How it works

A new team member.
A familiar kind of care.

A successful hire needs more than a start date. We help match your AI worker to the job, guide onboarding and keep developing its performance with your team.

Talk through your role ↗

From the first conversation
to the next improvement.

01

Find the right fit

We learn the job, your expectations and how your team works. Then we select and configure an AI worker for the role.

02

Onboard with confidence

We help your bot learn your systems, policies and preferences. Together, we review its work and prepare it for the responsibilities you agree on.

03

Keep getting better

We stay involved, review performance and continue coaching your bot. You have a human Botsource contact when the work needs attention.

The role assessment

Tell us what good
work looks like.

The job

What needs doing, how often it happens, what an excellent result looks like and where the current process gets stuck.

The working environment

The systems, source information, customer expectations and people your bot will work with.

The expectations

Responsibilities, coverage, decision permissions and performance measures. We use these to prepare your role plan and proposal.

Hands-on onboarding

Make the work
feel familiar.

We help turn your examples, policies and preferences into practical training for your bot.

Your team provides approved access, representative examples and a person who can answer questions about the work. We guide preparation, review sample outputs with you and agree on the steps for taking on live responsibilities.

The onboarding plan sets the timing and review points for your role. Your Botsource contact keeps the work coordinated and helps address what needs improvement.

Continued development

Your feedback
has somewhere to go.

We stay involved as your bot learns the job and your team discovers what it needs next.

We review performance, help investigate exceptions and coach your bot on approved changes. When you want to expand the responsibilities, we work through the new expectations and any scope or pricing changes together.

You keep control of business priorities and approvals. We coordinate the support and training that help your worker contribute.

Start with the job

Which role would you like to fill?

Tell us what the role needs to accomplish. We’ll talk through responsibilities, systems, onboarding and how you want to measure performance.

You’ll leave the assessment with a clearer role plan and next steps for preparing the right AI worker.

Role assessment · Managed by Botsource

Open the role.

Four required fields. We’ll review the fit and coordinate the assessment.

Prefer email? hello@botsource.ai
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