Role catalog

Ready-made roles for the pilot, with their tools and their guardrails

Each role is an AI employee with its own computer (in pilot), accounts and permissions, and a person in charge. Here is what each one does, where it works and what it asks you to approve. We also say plainly which integrations are still in testing.

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The roles

Sales · SDR

Researches prospects, keeps your CRM up to date, drafts messages and follows up, and proposes meeting slots.

• Tools. HubSpot (in testing), Google email and calendar (in testing) or Microsoft (coming soon), Slack.
• You approve. Messages to prospects, closing a deal, and any email or sequence sent from HubSpot (always a person). Deleting or merging records, never.

Customer support

Answers conversations and tickets using your help center, tags them, leaves internal notes and escalates anything delicate to a person.

• Tools. Intercom and Zendesk (in testing), Slack.
• You approve. Refunds, upset customers, legal or personal-data matters and any reply that promises something: always a person. Its first reply carries the notice that it is an AI.

Operations

Keeps issues and projects up to date, prepares the weekly summary and keeps documentation tidy.

• Tools. Notion and Linear (in testing), Slack, Google (in testing) and Microsoft (coming soon).
• You approve. Moving to trash, archiving, changing a database’s columns and bulk changes.

Accounting · light finance

Categorizes transactions, prepares reconciliations and invoices, and flags what doesn’t add up.

• Tools. Holded, QuickBooks and Xero (in testing), Google (in testing) and Microsoft (coming soon).
• You approve. Paying and sending invoices: always a person, with the amount in view. Every payment is in the Activity log.

People ops

Answers policy questions for the team, handles time off and onboarding, and keeps the hiring process organized.

• Tools. BambooHR and Gusto (in testing), Slack, Google (in testing) and Microsoft (coming soon).
• You approve. Anything sensitive (salaries, personal data, health) stays out, and viewing or changing it takes two people. New hires, role changes, time off and payroll need approval; rejecting time off or moving candidates is always a person.

IT · internal tickets

Works your team’s issues and tickets with its own user and an AI signature.

• Tools. Jira and ServiceNow (in testing), Slack.
• You approve. Closing someone else’s item, cancelling, opening a priority 1 and publishing knowledge articles.

Month-end close

Runs the month’s close checklist, reviews reconciliations and overdue balances, and prepares reports and proposed adjustments for your accountant.

• Tools. QuickBooks and Xero (in testing, read-only), bank statements, spreadsheets and email.
• You approve. Posting any entry or adjustment, closing or reopening a period, and sending the package to your accountant, the bank or an investor. Paying and filing taxes: never.

Product

Keeps the backlog in order in Jira or Linear, writes specs with acceptance criteria, and reports each week what is moving and what is stuck.

• Tools. Jira and Linear (in testing), documents, calendar and email.
• You approve. Moving, assigning, prioritizing or closing issues, changing a scope already agreed, and publishing release notes. Promising dates or features to a customer: never.

Agency accounts

For agencies: tracks the status of each client, drafts the monthly report and flags what gets stuck.

• Tools. The agency dashboard (“My clients”), documents, calendar and email.
• You approve. Sending the report or any email to a client, sharing a report link, and changing a client’s branding or team. Mixing clients or discussing prices: never.

Which integrations are ready and which are still in testing

Every one runs through the platform: the employee’s computer never sees your keys, each permission is lent in parts and every call is in the Activity log.

• Tested with real accounts. Slack.
• In testing. Google Workspace (email, calendar and files), HubSpot, Intercom, Zendesk, Notion, Linear, Jira, ServiceNow, QuickBooks, Xero, BambooHR and Gusto work end to end in our test environment and we are validating them with real accounts; Microsoft 365 is built and we still have to register our app. Ask us where the one you need stands. What works today and what doesn’t, piece by piece.

Integrations

How it’s all controlled

In every role you choose what asks for permission and what doesn’t. Three safeguards can’t be removed: a spending cap, the notice that it is an AI, and a log of everything it does. Payments and mass sends always wait for a person.

Read more in our trust center

Tell us which role you need

Book a 15-minute demo and we’ll look at your case with your tools. Or request early access.

Book a demo Request early access

skyseat is in early access, in pilot. Today employee computers, live screens, and the phone run in test mode. We’ll tell you plainly what it can already do for your team and what is still coming.