Clone
It runs as you and sees what you see. It tells you who to call back before they go cold. An administrator can turn it off per role.
Inside the platform
The clone works for you. Digital employees work for the company.
Every user has their own clone. An administrator hires employees with a role and a supervisor. They prepare the work; anything that goes to a customer waits for your approval.
Digital employee
An administrator hires them. They have their own role, position and supervisor. They do not log in and do not take a user seat. They see what their role allows, never more than their supervisor.
The roles
Sales
It tells you which leads to call back, which quotes are expiring, which customers have not ordered in a while, and what else would interest them. It leaves you a ready call list.
Secretariat
Inbox triage, draft replies and appointments. Anything read from email waits for approval before it goes further.
Accounts – receivables
It sees who owes money and prepares stepped reminders, using the texts you define. They go out only with your approval and stop as soon as the customer replies. The role is not called accountant. You issue the documents yourself.
Warehouse and purchasing
It sees what is about to run out, prepares the purchase request and compares supplier quotes. You send the order.
Content
It fills in the empty descriptions of your products, for you to correct and publish.
Reception
Together with the AI receptionist: it answers, books appointments, adds the lead to the CRM, and after every call leaves you a task to review.
See the AI receptionistData quality
It finds duplicate contacts and incomplete records and suggests corrections.
Orders that arrive by email
Your customer sends an order by email, as usual. The digital employee recognizes the customer and the items, even when they use their own names, asks you when something is unclear, and prepares the quote with that customer's prices for you to approve.
They prepare on their own. You approve.
Switches
For each capability: closed, with your approval, or open. Anything that goes to a customer always waits for your approval. The screen tells you why a capability is closed and who closed it.
Supervisor
Every employee has a supervisor who approves, receives the notifications and is accountable. A deputy can be set.
Assigning work
You assign a CRM task the way you would to a colleague. They cannot see more than the person who assigned it and their supervisor.
Signature
On the board you see how many drafts were approved with no changes. Text a person approved does not get an AI signature.
Seat and allowance
They are included in plans with AI, with no charge per employee, and they do not count as users. Their work counts toward the plan's AI actions. At the month's limit, AI stops until next month. No extra charge happens unless you turn it on. You see each one's cost and can stop them whenever you want: their work stops before the next draft.
Who the email comes from
Email leaves from your company's account inside the platform, not from a BTSoft account.
Sofia speaks live on the phone, like any receptionist, within the limits you set. Every call stays written in the CRM.
Common questions
No. They take the routine. You approve.
No. They are included in plans with AI, with no charge per employee, and their work counts toward the plan's AI actions. At the month's limit, AI stops until next month. No extra charge happens unless you turn it on.
No. The receivables role is called Accounts – receivables. Licensed profession titles are not used.
No. You read and approve what they prepare before it goes out.