VitaeAI WORKERS / VITAE OS
Give your team more capacity.
Put AI workers on the job.
Find new clients, screen candidates, publish content and answer calls, with AI workers connected to your business.
You set the goals and rules. Choose what needs approval and what runs automatically.
FOUR JOBS. MORE WORK DONE.
Choose the job you want to hand over.
Sales Agent
Find buying signals, run outreach and turn requested callbacks into meetings.
See the Sales Agent at workRecruiter Agent
Source candidates, run screening calls and prepare a useful shortlist.
See the Recruiter Agent at workMarketing Agent
Research ideas, create social content and publish to your connected accounts.
See the Marketing Agent at workAI Receptionist
Answer calls, help website visitors and book meetings for your team.
See the AI Receptionist at work01 / Sales Agent
Turn the right signal into your next sales conversation.
Tell your Sales Agent who you sell to and what makes a good opportunity. It watches for buying signals, finds relevant companies and contacts, and runs outreach and follow-ups. When a prospect asks for a call, its voice agent can answer questions, check their needs and book a meeting. Replies and call summaries stay with the client record.
- Watch for signals such as hiring, expansion and new leadership.
- Research the company and find the right decision-makers.
- Run personalised outreach and follow-ups through connected channels.
- Handle requested callbacks, book meetings and update your pipeline.
Choose your ideal clients, offer, channels and sending limits. Approve messages first or allow outreach to run automatically within your rules. Set the questions, call times and calendars for requested callbacks.
Discuss your Sales AgentCampaign: Find software companies expanding their sales team
Atlas & Co is hiring a sales team
A new hiring signal matches your target market. The agent checks whether there is a useful reason to get in touch.
Company research started
02 / Recruiter Agent
Find the people who can do the job.
Give your Recruiter Agent the role, required experience and screening questions. It finds candidates, checks their experience against the brief and gathers answers by message or a scheduled voice call. Your team gets a shortlist with the evidence behind each match.
- Search for candidates who match the role and required skills.
- Compare relevant experience with the criteria you set.
- Run screening calls and collect answers to your role-specific questions.
- Prepare a shortlist with strengths, gaps and points to discuss.
Set job-related criteria, screening questions and which candidates to contact. Candidates agree a time for a screening call. Your team chooses who moves to interview and makes hiring decisions.
Discuss your Recruiter AgentRole: Customer Success Manager for a software company
Start with a clear role brief
Find a Customer Success Manager with experience onboarding business software customers and managing renewals.
Search and screening criteria agreed
03 / Marketing Agent
Keep showing up where your customers are.
Set your audience, topics and brand voice. Your Marketing Agent researches useful ideas, creates posts and visuals, and schedules and publishes content to your connected LinkedIn, Instagram and X accounts.
- Research the topics and questions your customers care about.
- Turn ideas into posts and visuals in your brand voice.
- Adapt content for LinkedIn, Instagram and X (Twitter).
- Schedule and publish posts, with the activity visible to your team.
Choose the accounts, topics and posting schedule. Review posts before publishing or let approved topics run automatically within your brand rules.
Discuss your Marketing AgentContent plan: Practical advice for growing software teams
Give the agent your content brief
Help software founders improve customer onboarding. Use practical advice, a clear voice and examples our audience can apply.
Brand voice and topics set
04 / AI Receptionist
Turn incoming calls into the next step.
Give callers and website visitors a helpful first response, even when your team is busy. Your AI Receptionist answers common questions, captures enquiries and books meetings. Each conversation leaves a clear summary and next step in Vitae.
- Answer incoming phone calls and voice conversations on your website.
- Answer common questions using your business information.
- Capture contact details and book available times in connected calendars.
- Transfer calls to your team or take a message for a callback.
Set the business information, opening hours, calendars and people to transfer calls to. The agent introduces itself as AI. If it cannot answer or reach your team, it captures the question and asks for a callback number.
Discuss your AI ReceptionistIncoming call: A software company wants to book a demo
A helpful first response
Hi, you are speaking with the AI receptionist for Northstar Software. How can I help you today?
Caller greeted while your team is busy
FROM BRIEF TO DAILY WORK
Give it a clear job.
Keep the results in view.
Start with one worker and one useful outcome. Shape the work around your customers, your team and the accounts you use.
- Set the brief
Choose the sales, hiring, marketing or call-handling job. Define what a good result looks like.
- Connect and configure
Connect the right accounts. Set permissions, schedules, limits and approval steps.
- Run and improve
See the work and results in Vitae. Adjust the brief, change the rules or pause the worker.
BEFORE YOU START
Good questions. Clear answers.
What is an AI worker?
An AI worker carries out a defined job across a series of steps. You set its goals, connect the accounts it needs and choose its rules. It keeps working on that job and records the results in Vitae.
Can an agent work on autopilot?
Yes. Choose which actions can run automatically and which need approval. Set sending or posting limits and review the activity. You can pause the work and change the brief.
Which social accounts can the Marketing Agent use?
Connect LinkedIn, Instagram and X (Twitter) accounts with permission to publish. We confirm the account types, access and posting formats during setup. Each platform has its own account requirements and limits.
Does the Recruiter Agent make hiring decisions?
It sources candidates, gathers screening answers and prepares a shortlist against your job requirements. Your team reviews the evidence and decides who moves forward.
Can voice agents answer calls and speak to website visitors?
Yes. The AI Receptionist can answer incoming phone calls or speak to visitors through a voice assistant on your website. It can answer questions, capture enquiries and book meetings. The Sales Agent can handle requested callbacks, and the Recruiter Agent can run scheduled screening calls.
What happens when a caller needs a person?
Set the questions and situations that should go to your team. The receptionist can transfer a phone call to a configured number. If nobody is available, it takes a message and callback details, with a summary saved in Vitae.
How are AI workers priced?
AI workers are optional additions to your Vitae OS plan. See the pricing page for the monthly price. We agree the work, connected accounts, usage and any setup costs before you start. For voice agents, we also agree included call minutes and additional usage charges.
START WITH ONE WORKER
What would you like
to take off your team's plate?
Bring a sales target, an open role, a content plan or the calls your team handles. We will show you how an AI worker can help.