More than a chatbot
A chatbot answers individual questions. An AI employee handles recurring work steps: reading requests, pulling context from CRM, ERP or documents, preparing next actions, documenting results and handing over exceptions.
- Input from email, forms, tickets or files
- Context from approved company knowledge
- Tool access with clear read and write permissions
- Human approval for pricing, payments or critical changes
Typical first roles
The strongest start is a role that is small enough for a productive pilot and useful enough to reduce real operational pressure.
- Triage service requests and draft replies
- Qualify leads and document them in CRM
- Structure back-office cases from emails, PDFs and spreadsheets
- Make internal knowledge available from policies, offers and project files
Boundaries are part of the role
Before operation starts, CODIKI defines what the employee may do independently, what stays draft-only and which decisions remain with a responsible person.
- no uncontrolled bulk actions
- no invented commitments
- traceable relevant steps
- escalation when data is missing or rules conflict