AI strategy and implementation that deploys digital employees for Operations and Client Success.
Equitr designs and builds supervised digital employees.
A digital employee is a supervised AI agent embedded in your existing tools that completes real tasks, asks clarifying questions, escalates edge cases, and logs every action—with approvals for sensitive steps.
- Handles most routine requests
- Asks clarifying questions
- Escalates edge cases to humans
- Logs actions + audit trail
- Approval gates for sensitive steps
Beyond chatbots means the AI does work, not just talk.
Built for messy real-world requests: it handles routine work, asks clarifying questions when needed, and escalates edge cases—without guessing.
What "digital employees" means at Equitr:
- They take action across your systems, not just automate a narrow task
- They own a scope of responsibility end-to-end
- They route edge cases to humans instead of guessing
- They produce traceable outputs you can review
Human oversight is always present. If a task affects money, access, commitments, or customer outcomes, we design explicit review and approval steps.
We specialize in two high leverage areas
We stay industry agnostic. We focus on repeatable work patterns that show up in many businesses.
Operations
Digital employees that reduce coordination load and keep work moving.
Example tasks:
- Monitor a shared inbox, categorize requests, and route to the correct owner
- Prepare scheduling options, confirm availability, and draft emails
- Collect required information for internal requests and follow up
- Generate end of day summaries of open items
Client Success
Digital employees that improve responsiveness and follow through while surfacing risk early.
Example tasks:
- Draft customer follow ups and queue for CSM approval
- Track onboarding checklists and prompt customers for missing steps
- Pull account activity signals into a weekly health summary
- Triage inbound support requests and propose replies
We do not pretend the AI is a person. It is a supervised system that helps your team move faster.
Two services delivered in clear stages
You can start at Stage 1, or enter later stages if you already have a plan. A low risk path from pilot to production.
AI Employee Assessment & Blueprint (2 weeks)
We identify where a digital employee can take over real responsibility—not just automate a narrow task. Over 2 weeks, we conduct stakeholder interviews and map your operations to find roles a supervised AI agent can own end-to-end.
Output: A deployment plan for your first digital employee, with ROI model, controls, and implementation roadmap.
Build & Supervised Pilot
We deploy your first digital employee in supervised mode. It handles real requests, asks clarifying questions, escalates edge cases, and logs every action—with human approval gates for sensitive steps.
Output: One digital employee in production, handling a defined scope of work.
Production Hardening
We expand the digital employee's responsibilities while keeping oversight. We formalize approvals, monitor for drift, and document operational procedures.
Output: A stable digital employee that supports daily operations reliably.
Scaling & Optimization
We review performance, fix drift, and deploy additional digital employees. As the system matures, we track metrics and reduce edge cases.
Output: Compounding ROI as more work shifts to your AI team.
Designed for supervision, traceability, and predictable behavior.
We aim for reliable assistance and consistent execution. We design systems that fail safely and route uncertainty to humans.
Human in the Loop
Approval gates built in where they matter.
Audit Ready Logging
Activity logs and audit trails for every action.
Least Privilege
Access design that minimizes risk.
Escalation Rules
Clear paths for ambiguity and exceptions.
Who this is for
- High volume coordination work
- Lots of handoffs across tools and people
- Backlogs that keep growing
- Important customer follow through that is easy to miss
- Leadership that wants measurable outcomes
Typical Stakeholders:
COO, Head of Operations, Operations Manager, Head of Client Success.
What success looks like
Start with a discovery call.
Leave with a deployment plan.
Book a call and we'll identify where a digital employee can take over real responsibility in your Ops or Client Success team.
© 2026 Equitr Consulting. All rights reserved.