Scoped to a job
Each digital employee owns one operational job — not generic chat. That scope makes it reliable, auditable, and easy to evaluate.
Digital Employees
AI-powered assistants for the operational jobs your team can't keep up with.
OTRA digital employees are scoped to specific business workflows. Each one monitors, drafts, prepares, and routes work for human approval — supporting your team without replacing their judgment.
Definition
What are digital employees?
Digital employees are AI-powered operational assistants designed to support specific business workflows such as reporting, collections, inventory monitoring, CRM updates, approvals, and follow-ups. They draft and prepare work; humans approve outcomes that matter. Every action is logged for audit.
Catalog
The OTRA digital employees.
Executive briefings, automated daily.
Owner Daily Briefing Agent
A digital employee that compiles daily sales, collections, and inventory briefings for owners and managers.
- • Daily sales and revenue summaries
- • Collection performance vs targets
- • Inventory risks and stockout forecasts
Collections, reminders, and human-approved escalations.
Receivables Follow-up Agent
A digital employee that drafts, prioritizes, and routes overdue-payment follow-ups for human approval before sending.
- • Detect overdue customers automatically
- • Risk-prioritized follow-up queue
- • Personalized draft messages
Stock risk before it costs you.
Inventory Alert Agent
A digital employee that watches stock levels, velocity, and movement, and alerts the right people before problems escalate.
- • Low-stock and stockout alerts
- • Slow-moving inventory detection
- • Sales-velocity forecasting
Voice notes and chat messages turned into structured records.
WhatsApp-to-System Agent
A digital employee that converts WhatsApp messages, voice notes, and informal sales chatter into clean records pending human approval.
- • Process text and voice notes
- • Extract orders, customers, and amounts
- • Create draft records in CRM, ERP, or sheets
How they work
Four ideas behind every digital employee.
Approval-gated
Critical actions wait for a human. Drafts get reviewed, approved, edited, or rejected — and every decision is logged.
Integrates with your stack
Designed to coexist with your ERP, CRM, spreadsheets, and messaging channels. We add a layer; we don't force migrations.
Configurable autonomy
Some workflows want more autonomy, others want strict review. Every digital employee has policies that you can tighten or loosen.
FAQ
Questions about digital employees
01What are digital employees?
Digital employees are AI-powered operational assistants designed to support specific workflows such as reporting, collections, inventory alerts, CRM updates, and approvals. They draft and prepare work; humans approve outcomes that matter.
02Do digital employees replace human employees?
No. OTRA digital employees are designed to support humans, not replace them. Critical actions can require human approval before execution, and every step is logged for audit.
03How is OTRA different from generic AI agents or chatbots?
OTRA focuses on operational outcomes — preparing real work that humans approve and execute. It is not a generic chatbot, and it is not autonomous AI without oversight.
04Can OTRA work with our existing systems?
Yes. OTRA is built to integrate with existing ERPs, CRMs, spreadsheets, databases, APIs, and communication channels like WhatsApp and email.
05Is AI allowed to take actions automatically?
That depends on the workflow. For critical actions, OTRA recommends human approval before execution. Every action is logged, and approval policies are configurable per workflow.
Ready to see OTRA on your operations?
Book a free operations audit. We'll review your workflows and recommend a starting digital employee.