Concept guide, Platform
What are AI digital employees?
- Author
- PureField
- Published
- Updated
AI digital employees are AI personas that run recurring follow-up work on your records, such as collections, quote follow-up and service planning. In PureField each has a name and a role, and they join the management meeting Copilot opens. By default they prepare a suggestion and wait for your approval, and purchase orders are always approved by someone on your team.
How is a digital employee different from a chatbot?
A chatbot answers a question; a digital employee owns a task and prepares records for it. The collections digital employee watches overdue invoices and brings reminder suggestions. The quote follow-up digital employee picks up quotes that have gone quiet. The service planning digital employee checks technicians' calendars for a new service request and suggests an assignment.
They are all AI personas, and each carries an AI badge next to its name in the panel. You can rename the default names and titles in your own account.
How does the Copilot management meeting work?
When you ask Copilot a question that needs your records, it opens a management meeting: the personas for that topic review your records, share what they found, and Selin pulls it together. You can see each persona's status in the meeting: invited, thinking, called their assistant, shared findings, or not needed this time.
The default team looks like this:
| Persona | Title | What they look at |
|---|---|---|
| Selin | Chief of Staff | Runs the meeting and wraps it up |
| Yeliz | Sales Director | Opportunities, quotes, customer history |
| Yılmaz | Finance Director | Invoices, collections, revenue |
| Murat | After-Sales Services Director | Equipment history, service records |
| Ayşe | Operations & Supply Director | Stock, parts in the service van, supply |
| Can | Executive Assistant | Prepares the write plan |
| Ali | Runner | Fetches outside information such as today's exchange rate |
| Burak | Collections (digital employee) | Overdue invoices |
| Zeynep | Quote Follow-up (digital employee) | Quotes waiting for a reply |
| Seda | Service Planning (digital employee) | Technician calendars and assignment suggestions |
What is saved directly, and what waits for approval?
Copilot saves complete create and update plans directly; if a plan deletes something, is missing fields, needs a form step or used external content, the card waits for your approval. Digital employees suggest and wait by default, whatever the task.
| Situation | What happens |
|---|---|
| Copilot's complete create plan | Saved directly |
| Copilot's complete update plan | Saved directly |
| The plan includes a delete | Card waits for your approval |
| A required field is missing | Card waits for your approval |
| A form step is needed | Card waits for your approval |
| The plan relies on external content | Card waits for your approval |
| A digital employee's suggestion | Waits for your approval by default |
| Purchase order approval | Always approved by someone on your team |
What does this look like in practice?
The three scenarios below show how Copilot works in the panel. The customer names are examples.
A revenue question. You ask which customer brought in the most revenue this month. Yılmaz joins and reviews 19 records; Yeliz is not needed for this one. The answer: Moda Apartments is first, with 4 invoices issued and 2 already paid. Copilot offers to list the overdue invoices too. This is a read, so your records stay as they are.
A draft quote. You ask for a quote for 3 × GA30 for Delta Medical. Yeliz checks the customer's records, Ali fetches today's exchange rate, and Can prepares the write plan. Because the plan is complete, the quote is saved directly as a draft and the PDF is ready. You send the draft to the customer yourself.
Assigning a technician. You ask Copilot to assign a technician for the boiler fault at Moda Apartments. Murat reviews 12 records of equipment history, Seda checks four technicians' calendars, and Ayşe confirms the ignition electrode is in the service van. The suggestion: Mert Aydın is free tomorrow at 10:00 and did the last service on this boiler. The card to create and assign the work order waits for your approval.
How do you use this in PureField?
You open Copilot in the panel and type in plain language: equipment going out of warranty this month, overdue invoices, which technician is free tomorrow. If the question needs your records, Copilot opens a meeting and invites only the relevant personas. Digital employees' suggestions arrive as approval cards; you open the card, check the lines, then apply the plan or cancel. Service Planning's technician suggestion is calculated by rule from skill, performance, distance and workload. Someone on your team always starts a marketing campaign send.
You can see which agents work in which module on the AI agents page.
Watch the Copilot management meeting run on your own sample data in a PureField demo. Book a demo
Frequently asked questions
Will digital employees change my records for me?
Digital employees prepare suggestions and wait for your approval by default. Copilot saves complete create and update plans directly; if a plan deletes something, is missing fields, needs a form step or used external content, the card waits for your approval.
Who are the people in the management meeting?
AI personas. Each carries an AI badge next to their name, and you can rename the default names and titles in your own account.
Who approves a purchase order?
Someone on your team. Digital employees prepare suggestions; purchase order approval always stays with you.
Where is our data processed?
Your account data stays in your own project, and the AI service reaches it through an authorised service account. The API key is never given to the browser, and requests go through the panel. The content an agent works on is sent to the AI model.
How is the chat assistant on the website different from Copilot?
The PureField AI Agent on the website explains the product and answers your questions. Copilot works in the panel you are signed in to, with your data.