# EmployIA

> Specialized AI employees for small businesses and households: they work with your documents and tools, sensitive actions always require human approval, and everything is logged.

This documentation describes the product as it actually works (updated 2026-10-09), without any business data, conversations, credentials or secrets.

## Real feature status

### Available

- Specialized AI employees (47 customizable templates) and chat — Each employee follows a working method specific to their role.
- Creation of PDF, Word, Excel, PowerPoint, CSV and .ics calendar files — Downloadable files, kept in your workspace.
- Knowledge base: PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), TXT, CSV, Markdown — Text is extracted automatically (5 MB per file). Weighted passage search, citing the document title; no semantic vector search yet.
- Web search and web page reading — Web search is available as long as the task has not read any private data. Once a document, an attachment, the CRM or the store has been read (in the task or earlier in the conversation), web requests are blocked to limit data exfiltration. External content makes approval of outgoing actions mandatory.
- Emails prepared, reviewed by you, then sent — Sent from EmployIA’s address with replies forwarded to your inbox; to send from your own Gmail address, see “Sending from your Gmail or Outlook mailbox”.
- Human approval: approve, edit or reject (emails, actions, escalations) — Recipient, content, reason, sources and planned action are shown before you decide.
- Escalation of sensitive requests to a human — Disputes, refunds, threats, legal or medical questions: the employee hands the case over without making any commitment.
- Per-employee permissions (least privilege) and autonomy levels — Revoke a permission instantly from the Permissions page.
- Audit log and detailed timeline of every task — Who, what, when, with which tool, which approval and which result.
- Scheduled tasks (daily, weekly, monthly) — Results are sent by email; outgoing actions still require approval.
- Intake form (website, Zapier, Make, n8n) — Incoming requests are handled within 5 minutes, without web search, and every action still needs approval.
- Control Center: team, activity, usage, results, estimated time saved — Real figures only; time saved is an estimate based on assumptions you set.
- Online subscriptions (Stripe) and quotas — No overage charges: once you reach the limit, tasks are declined.
- Claude connector (MCP, OAuth) — Run your AI employees from Claude; access can be limited to specific employees and revoked.
- ChatGPT connector (MCP, OAuth) — Remote MCP server with OAuth, verified on a real ChatGPT Plus account (reading the workspace and assigning a task). Add it from Plugins › Add › Add custom MCP server; access can be limited to specific employees and revoked.

### Beta

- Slack, Microsoft Teams, Discord (posting messages) — Incoming webhook; approval by default. Covered by our automated tests, not yet verified on a real account: use the “Test” button after connecting.
- Zapier, Make, n8n (triggering workflows) — A bridge to your other tools; approval by default. Covered by our automated tests, not yet verified on a real account: use the “Test” button after connecting.
- Notion (creating pages) — Requires approval by default. Covered by our automated tests, not yet verified on a real account: use the “Test” button after connecting.
- WordPress (post drafts) — Never published automatically. Covered by our automated tests, not yet verified on a real account: use the “Test” button after connecting.
- Shopify (reading products, inventory and orders) — Read-only. Covered by our automated tests, not yet verified on a real account: use the “Test” button after connecting.
- HubSpot and Brevo (searching and saving contacts) — Saving contacts requires approval by default. Covered by our automated tests, not yet verified on a real account: use the “Test” button after connecting.
- Sending from your Gmail or Outlook mailbox — Gmail: official Google sign-in, send-only permission (your inbox is never read), verified on a real account; Google shows “unverified app” while its review is in progress. Outlook: coming soon. Every email still requires your approval.

### Coming soon

- Gmail (reading your inbox and drafts) — In the meantime: emails sent by EmployIA (or from your Gmail address, in beta), incoming requests via the intake form and Zapier/Make.
- Google Calendar (availability, appointments) — In the meantime: importable .ics files and Zapier/Make workflows.
- Google Drive (searching and reading documents) — In the meantime: upload your files to Knowledge.
- Outlook and OneDrive — In the meantime: .ics files, document uploads and Zapier/Make.
- WooCommerce — In the meantime: intake form and Zapier/Make.
- Stripe (employees reading your payments) — Today, Stripe is used only for your EmployIA subscription.
- Multiple users and roles in a workspace — Today, one workspace = one owner account.
- Semantic (vector) search — The current passage search cites its sources and tells you when the information is not there.
- EmployIA Manager: orchestrating several employees on one task — Today: each employee handles their own tasks; you chain the steps together.

## Pages

- [Home](https://employia.tech/index.md): Specialized AI employees for small businesses and households that work with your documents and tools, with human approval for sensitive actions and an audit log.
- [Diagnostic](https://employia.tech/diagnostic/index.md): Ten questions (industry, team size, emails, leads, customer support, admin, marketing, software, repetitive tasks, time lost) and a recommended team with the reasoning, with no savings calculation.
- [Permissions](https://employia.tech/permissions/index.md): Permissions per employee (documents, files, web, emails, scheduled tasks, reading and actions in apps), autonomy level 1 or 2, pause; every change is logged.
- [Data & privacy](https://employia.tech/privacy/index.md): Legal notice (publisher: Mohammed Bouyahyaoui, sole proprietorship registered in France, SIREN 521 550 400; host: Cloudflare), data processed, service providers, retention, GDPR and US privacy rights, AI transparency and terms of service.
- [Control Center](https://employia.tech/dashboard/index.md): Control Center: team (status, current task, last activity, permissions, apps), activity (succeeded, awaiting approval, partial, failed), usage, real results and estimated time saved based on editable assumptions.
- [My AI team](https://employia.tech/team/index.md): AI employees with real tools based on their permissions: documents, PDF/Word/Excel/PowerPoint/CSV/ICS files, web, emails for approval, scheduled tasks, connected apps, handoff to a human.
- [Marketplace](https://employia.tech/marketplace/index.md): Catalog of 47 customizable templates for businesses, families, individuals and students.
- [Automations](https://employia.tech/automations/index.md): Supervised workflows (lookup, drafting, approval, filing), started manually; scheduled tasks are set up on each employee’s profile.
- [Knowledge](https://employia.tech/documents/index.md): Knowledge base: PDF, Word, Excel, CSV, Markdown and text; text extracted automatically; weighted passage search with document citations.
- [Applications](https://employia.tech/applications/index.md): Real status of each integration: Claude connector (MCP, OAuth): Available; ChatGPT connector (MCP, OAuth): Available; Slack, Microsoft Teams, Discord (posting messages): Beta; Zapier, Make, n8n (triggering workflows): Beta; Notion (creating pages): Beta; WordPress (post drafts): Beta; Shopify (reading products, inventory and orders): Beta; HubSpot and Brevo (searching and saving contacts): Beta; Sending from your Gmail or Outlook mailbox: Beta; Gmail (reading your inbox and drafts): Coming soon; Google Calendar (availability, appointments): Coming soon; Google Drive (searching and reading documents): Coming soon; Outlook and OneDrive: Coming soon; WooCommerce: Coming soon; Stripe (employees reading your payments): Coming soon.
- [Approvals](https://employia.tech/approvals/index.md): Approval inbox: emails, app actions and escalations, with recipient, content, reason, sources and planned action; approve, edit or decline with a reason.
- [Activity log](https://employia.tech/activity/index.md): Filterable audit log (employee, type, status) and a detailed timeline of each task: request, steps, sources, approvals, result.
- [Analytics](https://employia.tech/analytics/index.md): Workspace counters: requests, drafted replies, measured usage.
- [Billing](https://employia.tech/billing/index.md): No free plan; 7-day free trial on the first subscription. Family & Students $14.90/mo (600 tasks), Starter $49/mo or $490/yr (1,500), Business $149/mo or $1,490/yr (5,000), Enterprise on quote. Subscriptions through Stripe, no overage charges.
- [Settings](https://employia.tech/settings/index.md): Business profile (used in documents), account, security, data export.
- [Help center](https://employia.tech/help/index.md): Help center by category: getting started, AI employees, scheduled tasks, apps, ChatGPT and Claude, documents, approvals, security, billing, data.
- [Platform health](https://employia.tech/admin/index.md): Service health and product metrics for administrators only.
- [Service status](https://employia.tech/status/index.md): Live status (website, database, AI engine, scheduled tasks, emails, payments, sign-in, connectors) and the real status of every feature.
- [Log in](https://employia.tech/login/index.md): Secure sign-in with a one-time email link, optional two-factor authentication (required for administrators) and management of signed-in devices.
- [My account](https://employia.tech/account/index.md): Authenticated entry point to the workspace assigned to the signed-in account.

## Role pages

- [AI sales assistant](https://employia.tech/ai-sales-assistant): Léa, your AI sales assistant, reviews and qualifies incoming leads, then drafts a lead summary, a reply and a follow-up based on your own pricing. Nothing is sent without your approval.
- [AI administrative assistant](https://employia.tech/ai-administrative-assistant): Hugo, your AI administrative assistant, summarizes contracts and letters, pulls out amounts and deadlines, suggests how to file them, and creates reminders and Word reports.
- [AI customer service](https://employia.tech/ai-customer-service): Jade, your AI customer service lead, sorts incoming requests, answers only from your FAQ while citing the source, spots sensitive cases and hands them off to a human.
- [AI employees for small business](https://employia.tech/ai-employee-for-small-business): How a small business can hand off tasks to AI employees (sales, admin, customer service) with permissions, human approval and an audit log.

## Optional

- [Full documentation](https://employia.tech/llms-full.txt): Detailed description of the pages, the role templates and the help center.