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Prepare every follow-up without automating the relationship.

The AI employee maintains account context, prepares follow-ups and updates the CRM. Salespeople retain qualification, negotiation and commitments.

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Controlled executionSUBSTI / RUN-284
  1. 01
    Mission

    Supplier invoice received

  2. 02
    Plan

    Read · reconcile · enter · verify

  3. 03
    Memory

    Procedure AP-04 and supplier record

  4. 04
    Tool

    ERP opened through a controlled session

  5. 05
    Exception

    Purchase order variance detected

  6. 06
    Human

    Validation requested above threshold

  7. 07
    Trace

    Action closed and execution logged

Operating model illustration. This is not a product screenshot.

AI employee scope

From incoming information to a controlled hand-off.

01

Receives

  • Email, meeting notes and call notes
  • Inbound requests
  • CRM events
  • Opportunity lists and deadlines
02

Understands

  • The account, opportunity and stage
  • Intent and expected next action
  • Priority rules
  • Authorised content and channels
03

Searches

  • Account history
  • Approved offers and documents
  • Contacts and roles
  • Previous tasks, objections and decisions
04

Executes

  • Prepare an account brief
  • Propose a contextual follow-up
  • Create tasks
  • Update CRM fields
  • Attach communications to the right record
05

Checks

  • Accuracy of contacts and opportunities
  • Presence of a source for facts
  • Compliance with communication preferences
  • No unapproved commitments
  • Duplicate follow-ups
06

Hands to people

  • Negotiation or proposal
  • Strategic account
  • Complex objection
  • Legal or security request
  • Price or timeline commitment

You define the autonomy of your AI employees.

Level 1

Assistant

The AI employee researches, analyses and prepares. A person performs the action.

  • Research
  • Analyse
  • Prepare
Level 2

Preparer

The AI employee prepares a complete action and waits for approval before execution.

  • Prepare the action
  • Explain checks
  • Wait for approval
Level 3

Operator

The AI employee performs authorised actions, flags exceptions and preserves a trace.

  • Execute authorised actions
  • Check the result
  • Flag exceptions
Level 4

Manager

The AI employee coordinates several processes or AI employees and involves people at critical stages.

  • Coordinate
  • Apply rules
  • Manage dependencies
  • Escalate critical stages

Exceptions

What stops or escalates.

  • Unsubscribed or unknown contact
  • Duplicate opportunity
  • Contradictory history
  • Sensitive data in a message
  • Ambiguous territory rule

KPIs

What to measure.

  • Up-to-date CRM rate
  • Post-meeting follow-up time
  • Opportunities without a next action
  • Duplicate rate
  • Sales preparation time

Integration

What it can use.

  • CRM
  • Email and calendar
  • Conferencing and note tools
  • Sales content library
  • Signature or quoting tools according to rights

Compatible processes

Begin with one bounded and repeatable mission.

01Meeting preparation
02Meeting notes and CRM updates
03Approved follow-ups
04Pipeline hygiene
05Account-context research

Indicative subscription: around €1,000 per month per AI employee, plus integration setup. Final scope depends on software, volumes, controls and infrastructure.

FAQ

Questions before scoping.

Are follow-ups sent without approval?

The autonomy level is configured. A team can start with approved drafts, then authorise selected repetitive scenarios after testing.

Can Substi negotiate instead of the salesperson?

Negotiation, concessions and commercial commitments remain human stages in the scenarios presented.

Which role should work differently tomorrow?

Tell us about a function, a volume and the software involved. We will identify the first scope to turn into an AI employee.

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