As a partner, two key roles ensure every project runs smoothly:
Role | Mission |
Account Manager (AM) | Owns the customer relationship from the first introductory call through onboarding, launch, and ongoing optimization. |
Technical Owner (TO) | Configures, tests, and iterates on the AI employee to match the client’s exact requirements. |
Account Manager
Lead the customer journey: Schedule and host the discovery call, demos, follow‑ups, and feedback sessions.
Collect business details: Gather everything the TO needs for agent creation.
Assign the Technical Owner: Pick the right implementation resource and brief them with a concise handover note.
Strategic point of contact: Decide when the TO should join calls and keep all stakeholders aligned.
Technical Owner
Validate requirements: Received from the AM for technical completeness.
Create and configure the AI employee: Satisfy the client’s use cases.
Smoke‑test common scenarios: Order booking, large‑party reservations, escalation flows, etc.
Answer technical questions: During customer meetings when invited by the AM.
Best practice
Record the very first sales call and share the link with the TO. It provides full context and reduces back‑and‑forth.