Understanding and Managing AI Employee Access
What is the AI Employee?
The AI Employee is a suite of artificial intelligence tools integrated into your CRM platform. These tools are designed to automate tasks, enhance productivity, and improve customer engagement across various business functions. Some AI features are available at no cost and do not require AI credits, while others are part of the AI Employee offering with specific billing arrangements. For the most current details on availability and pricing, consult the AI Product Pricing guide.
Enabling AI Employees for Your Agency and Sub-Accounts
To activate the AI Employee feature for your agency, navigate to your Agency Settings. Start by clicking the agency switcher located in the top-left corner of the sidebar and selecting Switch to Agency View. Then, click the Settings tab at the bottom-left corner of the sidebar. Within Settings, select the Company tab to access the company menu. Scroll down until you locate the AI Employee option and toggle it on to enable the feature. Once enabled, you can customize AI Employee access for each of your sub-accounts based on client needs.
Granting or Limiting Access to AI Employee for Sub-Accounts
To manage AI Employee access for individual sub-accounts, first ensure you are in Agency View. If you are within a sub-account, use the agency switcher to return to Agency View. Click the Settings tab, then navigate to the AI Employee section. Here, you will see a list of your sub-accounts. Use the toggle next to each sub-account to enable or disable AI Employee access. Note that some AI features are free and not managed through AI Employee—check the product-specific pricing article before configuring rebilling or reselling.
For sub-accounts with AI Employee enabled, you can also set up rebilling. Toggle rebilling on for a sub-account to open a configuration page where you can adjust the rebill amount using a slider. For example, setting the multiplier to 2.5X means the client will be charged $2.50 for every $1 of cost. Click Enable Rebilling to save your settings.
Additionally, AI Employee offers an Unlimited monthly plan for $97 per sub-account per month, covering all included AI products except AI Agents (Voice). To set up this plan, go to the Reselling tab in Agency View (accessible from the left sidebar). Scroll to AI Employee Reselling, enter your desired price in the Your Price field, and save your changes.
Where Customers Can See AI Employee Plan Options
Clients with access to AI Employee will see upgrade options within specific AI product sections of their sub-account, such as Conversation AI, Voice AI, Content AI, and Reviews AI. For example, in the Reviews AI settings, they may see an Upgrade to AI Employee button offering the fixed monthly plan you configured. Always verify that the product is still part of the AI Employee offering and not covered under free access before directing clients to upgrade.
Frequently Asked Questions
What is the AI Employee in the CRM?
The AI Employee is a collection of AI-powered tools that help automate and optimize business processes, including Voice AI, Conversation AI, Reviews AI, Funnel & Website AI, and Content AI.
Does the AI Employee include phone or SMS charges?
No, phone and SMS usage is billed separately through your connected telephony provider.
Can I control which sub-accounts have AI Employee access?
Yes, you can enable or disable AI Employee for each sub-account individually via Agency Settings.
Is rebilling available for AI Employee usage?
Yes, you can set custom rebilling rates for each sub-account to monetize AI tools as part of your services.
How much does the AI Employee cost?
Pricing options include Pay-Per-Use, AI Employee Growth, and AI Employee Unlimited plans. Refer to the AI Product Pricing article for detailed rates, included usage, and terms.