Digital Roles

Controlled AI-enabled roles for small business operations

Digital Roles are bounded systems that behave like defined staff roles. They operate with rules, approvals, escalations, audit logs, and a pause switch so your business stays in control.

Quick friendly walkthrough (15 min)Read the framework

Role options

Every role page uses the same layout so you can compare scope, limits, oversight, timeline, pricing, and FAQs consistently.

Like hiring a front-desk coordinator

Digital Reception

Handles inbound inquiries, scheduling intake, and routing so customers get quick responses without your team living on the phone.

What you get

Answers common questions and books appointments within rules you approve.

Responds to common inquiry types using approved intake scripts
Books appointments within approved categories and time blocks
Routes urgent or special cases to the right person with context

Safety limits (so it doesn't go off-script)

Does not quote custom job pricing

Best for: Service businesses with frequent calls and bookings.

Typical starting setup: from CAD $2,500

We scope first so you don't overbuy.

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Like hiring a sales/marketing coordinator

Digital Sales & Marketing

Supports follow-ups, lead nurturing, and outbound communications using approved messaging and controlled send rules.

What you get

Keeps follow-ups moving with approved messages and clear review controls.

Sends approved follow-up sequences and reminders
Drafts outreach and campaign variants from approved templates
Logs engagement outcomes and flags warm leads for your team

Safety limits (so it doesn't go off-script)

Does not invent offers or discounts

Best for: Teams losing leads because follow-up is inconsistent.

Typical starting setup: from CAD $3,500

We scope first so you don't overbuy.

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Like hiring an HR/operations coordinator

Digital HR & Ops

Supports policy acknowledgements, onboarding workflows, and internal ops coordination using locked templates and approval routing.

What you get

Keeps onboarding and recurring internal ops tasks moving with reminders and approvals.

Coordinates onboarding checklists and reminder workflows
Routes policy acknowledgements and tracks completion status
Drafts internal operations communications using locked templates

Safety limits (so it doesn't go off-script)

Does not generate or finalize contracts autonomously

Best for: Small teams juggling HR/admin processes without dedicated ops staff.

Typical starting setup: from CAD $4,000

We scope first so you don't overbuy.

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Like hiring an administrative coordinator

Digital Admin

Handles repetitive back-office drafting and coordination tasks with draft-first behavior and approval before client-facing sends.

What you get

Prepares admin drafts and reminders so your team spends less time on repeat tasks.

Drafts invoices, quotes, and follow-up reminders in draft-only mode
Prepares status summaries and internal task lists
Maintains reconciliation-ready logs of actions and approvals

Safety limits (so it doesn't go off-script)

Does not send invoices or quotes without approval (when configured)

Best for: Owner-led businesses stuck in invoicing, reminders, and coordination work.

Typical starting setup: from CAD $3,000

We scope first so you don't overbuy.

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Like hiring a tier-1 support coordinator

Digital Support

Handles common support questions inside a defined knowledge base and escalates uncertain or urgent cases to a human quickly.

What you get

Handles common questions and escalates edge cases fast with clean summaries.

Answers common support questions within knowledge-base scope
Routes cases to the right person with structured summaries
Tags urgency and captures support trends for review

Safety limits (so it doesn't go off-script)

Does not answer outside the approved knowledge base scope

Best for: Businesses with repeat support questions and limited front-line capacity.

Typical starting setup: from CAD $3,500

We scope first so you don't overbuy.

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Like hiring a documentation assistant

Digital Documentation

Prepares draft notes, summaries, and documentation packages with review-required workflows and minimum-necessary data handling.

What you get

Drafts notes and summaries faster while keeping review and redaction checks in place.

Drafts structured summaries and notes from approved inputs
Highlights uncertain segments for reviewer attention
Supports redaction and minimum-necessary handling workflows

Safety limits (so it doesn't go off-script)

Does not finalize records without review

Best for: Teams with recurring documentation work and review-heavy records.

Typical starting setup: from CAD $3,500

We scope first so you don't overbuy.

Learn more

Safety Built In

Five simple safety layers that keep each role predictable

You stay in control with clear boundaries, approvals, escalation, logs, and a pause switch on every role.

Layer 1

Guardrails

Each role operates only inside a defined scope of tasks, tools, and instructions.

Layer 2

Approval Thresholds

High-risk or customer-impacting actions can require approval before execution.

Layer 3

Escalation

Uncertain cases pause and notify your team instead of guessing or improvising.

Layer 4

Audit Logs

Actions, approvals, and outcomes are recorded for review and troubleshooting.

Layer 5

Pause Switch

You can disable a role instantly and fall back to manual handling at any time.

How It Works

A predictable rollout process

Most role deployments fit into a 2-4 week rollout with clear checkpoints.

Step 1
Pick one repetitive task to start with (calls, booking, follow-up, or admin)
Step 2
Set simple rules and approvals so you stay in control
Step 3
Connect the tools you already use (calendar, email, CRM, docs)
Step 4
Start small, review results, and expand only if it helps

Local

Serving Belleville, Kingston & Eastern Ontario

Local-first implementation with an Ontario-to-Canada expansion path.

Belleville Kingston Quinte / Trenton Eastern Ontario

Not sure which role fits first?

We can recommend a low-risk starting role based on your current bottleneck, approval needs, and team capacity.

Get a role recommendation How we prevent mistakes

What Happens Next

1We review what you shared (even if it is rough)
2We recommend the simplest role that helps first (in plain English)
3We offer a quick friendly walkthrough (15 min) if it looks like a fit
4We outline a simple next step and what to automate first

Typical response: 1-2 business days

Typical implementation timeline: 2-4 weeks for one Digital Role

Best suited for businesses with active operational volume.