Hire and manage AI Employees in Patch Agents

AI Employees are specialists on your Patch Agents team. Alex is your AI CMO. You can hire more helpers from the catalog (for example Morgan for blasts, Avery for automations, or Holly for holidays), build your own custom employees, and let Alex hand work to them — with your approval before anything goes live.

In the product, these helpers are called AI employees.

Before you start

You’ll need:

Access to Patch Agents for your account.
AI Context and Brand filled in (logo, colors, website, voice). This is the single biggest quality lever for writing work.
Permission to hire and approve work (typically owner or full admin).

Optional: ask Alex to research your business online and propose Brand / AI Context updates — approve before anything is saved.

Meet the team

On your team / hireable now

Employee	Role	What they do
Alex	CMO	Default lead (always on the team; not in the Hire picker). Plans campaigns, coordinates specialists, proposes hires
Jordan	Front Desk	Answers Messenger with facts from your AI Context; hands off when a person should reply. AI voice support coming soon.
Morgan	Blast Specialist	Writes SMS and email blasts; sends or schedules only after you approve
Avery	Automation Specialist	Builds and updates automations; turns them on after you approve
Holly	Holiday Specialist	Weekly check-in for upcoming holidays; drafts holiday blasts for you to approve
Quinn	Data Scientist	Watches the numbers that matter and alerts you when one moves
Custom	You define	Name, job, capability packs, and rules you set — change or remove later

Coming soon in the hire catalog

Employee	Role	Notes
Dana	Data Coordinator	Adds missing contacts after you approve the list; does not change or delete existing contacts
Sam	Party Bookings	Fills open party slots and follows up on quotes and deposits
Riley	Loyalty Manager	Reminds guests to use Loyalty Cash and suggests offers for slow days

The hire catalog on the Team page is the source of truth for who you can hire today versus Coming soon.

Hire from the Team page

In Agents, open Your AI team (Team).
Click Hire.
Pick an unhired employee (or create your own).
Confirm. The hire may propose a first task.
Review under Needs you and Approve (or decline / adjust).

You can also rename Alex and set an avatar on the Team page.

Hire from chat

In chat with Alex, try:

Hire a Blast Specialist AI employee for this location and propose their first task. Leave everything for my approval.

Approve the card when it appears. Do not send customer messages until you’ve reviewed them.

How work gets done

You ask Alex (or a specialist) for something — a template, automation, watch, and so on.
Patch shows an approval card before changes land.
You approve, revise in chat, or decline.
Alex can hand work to any custom AI employee you’ve hired; work is credited to that employee on their page.

Saved blast and automation cards can include a Turn on control. If you say no, Alex asks what to change instead of dumping you into the editor alone.

Build your own AI employee

From Hire, choose create / custom.
Give them a name, job, and rules.
Hire with approval.
Change or remove them later from the Team page.

Custom employees show up as real team members. Alex can hand work to them the same way as catalog hires.

Best practices

Set Brand Voice and AI Context before asking anyone to write for you.
Start with one specialist (Morgan for blasts, Avery for automations, Holly for holidays). Add more when Alex keeps handing the same kind of work off.
Use Needs you (and optional SMS / weekly email alerts in Account Settings → Notifications) so approvals don’t sit unseen.
Prefer drafts and approvals over “just send it.”

Your checklist

AI Context + Brand filled in
Alex available on the Team page
Hired Morgan, Avery, or another specialist if you need help beyond Alex

Know where Needs you lives for approvals
Tested one hire → approve → small task end to end