What AI employees do
AI employees are focused assistants inside the LeedAgent workspace. They can help with lead response, pipeline cleanup, reminders, summaries, and other repetitive work that usually slows a small team down.
Good first uses
Start with low-risk help:
- Summarizing new lead details.
- Drafting a reply for review.
- Listing stale opportunities.
- Preparing next-step reminders.
- Organizing contact notes.
Approval boundaries
Keep approval turned on for customer-facing or sensitive actions. A draft is helpful; an unsupervised message to the wrong customer is not.
Best practice
Treat AI as a prepared-work layer first. Let it gather context and suggest action, then approve anything that affects a customer, a campaign, billing, or compliance.
Daily review
Build a habit of reviewing AI-prepared tasks once or twice a day. This keeps the system useful without letting old suggestions pile up.