Messages, quote templates, CRM notes, order status, and invoice exports become workflow inputs.
AI employees
AI employees for your revenue workflow.
Each Workbase AI employee handles a specific part of your inquiry-to-cash process, prepares clear outputs, and waits for human approval before sensitive customer actions.
How the team works
Each AI employee owns one revenue job.
Workbase does not ask owners to manage a generic AI assistant. Each employee has clear inputs, outputs, approval rules, and owner-visible results.
The AI employee drafts a quote, follow-up, order task, payment reminder, or owner brief.
Sensitive customer-facing actions stay in a review queue until your team approves them.
Owners can see what moved, what is blocked, and who approved each action.
Employee directory
Build a quote-to-cash AI team around the work you already run.
Approval model
AI employees prepare the work. Your team keeps control.
Quotes, payment reminders, schedule changes, and customer replies are treated as controlled actions with human review and audit trails.
Quote drafts require approval
Payment reminders require approval
Customer replies require approval
Internal owner briefs do not send externally
Role-based review queues
Logged AI suggestions
Safe handoff to human team
Private business knowledge base
Build your AI revenue team.
Start with one employee, then expand across quotes, follow-ups, orders, payments, and owner reporting.
Book a demo