What is AI Employee?

AI Employee in Momentum CRM
The AI Employee is an advanced automation tool designed to handle key business functions like lead engagement, customer follow-ups, call handling, and workflow optimization—all without requiring constant manual input. Think of it as a 24/7 virtual team member that never sleeps, ensuring that no lead is ignored and every customer receives a timely response.

How AI Employee Enhances Your Business

1. AI-Powered Conversations

Engages leads in real-time through text, web chat, and social media DMs.

  • Answers customer questions instantly

  • Books appointments automatically

  • Ensures no opportunities are missed—even after hours


2. AI Voice Assistant

Makes and receives calls, answers FAQs, and follows up on missed calls.

  • Qualifies leads automatically

  • Books appointments directly

  • Calls customers back when staff are unavailable


3. AI-Driven Review Management

Automates review responses on platforms like Google.

  • 5⭐ reviews → AI responds with appreciation

  • 3⭐ reviews → AI can offer a discount or trigger a follow-up call


4. AI-Powered Content Creation

Creates marketing content in minutes with Content AI.

  • Email campaigns

  • Blog posts

  • Sales/marketing copy

Example: Need a product launch email sequence? AI Employee can draft it instantly.


5. Workflow AI Assistant

Helps design and optimize automations.

  • Suggests triggers, actions, and steps

  • Builds follow-up sequences for new leads

  • Ensures every inquiry receives a response


How to Get Started with AI Employee

  1. Go to Settings → Company in Momentum CRM.

  2. Enable AI Employee.

  3. Customize AI features to fit your business needs.

  4. Integrate AI into your workflows, conversations, and automations.


Flexible Pricing Options

  • Flat Rate: $127/month for unlimited AI usage

  • Pay-as-you-go: Flexible usage-based pricing


Why AI Employee is a Game-Changer

AI Employee automates customer interactions, follow-ups, and workflows so your team can:

  • Scale effortlessly

  • Maintain high engagement

  • Focus on high-value tasks

Whether you’re a solo entrepreneur or managing a large team, AI Employee ensures every lead is nurtured, every review is addressed, and every customer gets a timely response.



Ready to Get Started?

Want a demo or setup help? Reach out to our team and we’ll guide you through enabling AI Employee in your account.

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