Build a Custom AI Bot for Your Role — Here’s How

Build a Custom AI Bot for Your Role — Here’s How

Not all roles are the same — so why use the same assistant?

With Unify, you can build a custom AI bot that knows exactly how you work. Whether you’re in sales, HR, operations, or customer support, your AI can be trained on your workflows, documents, and priorities — without writing a line of code.

This isn’t just personalisation. It’s your own AI assistant that’s built for your role.

Why Generic Tools Fall Short

Most productivity or automation tools are one-size-fits-all. You adapt to the system — not the other way around.

But in real life:

• A recruiter needs access to job descriptions, candidate tracking, and interview reminders.
• A sales rep wants lead follow-ups, pricing FAQs, and proposal templates.
• A project manager needs task logging, meeting scheduling, and team check-ins.

Unify gives each person the power to build an assistant that speaks their language — inside WhatsApp.

How to Build a Role-Specific AI Assistant with Unify

No code. No apps. No setup stress.

Here’s how to build your custom assistant in three steps:

1. Upload What Matters

Your assistant gets smarter when it knows your world. Upload anything that helps you do your job:

• PDFs (policies, templates, decks)
• Website links
• Google Docs
• Internal guides or checklists
• Notes and voice instructions

This becomes your assistant’s knowledge base — the reference point it uses to answer questions and complete tasks.

2. Teach It Your Role

Use WhatsApp to show your assistant how you work:

• “Remind me to send follow-up emails 2 days after a meeting”
• “If someone asks for pricing, share the 2024 rate sheet”
• “Store this PDF as my onboarding checklist”
• “Add all my recurring tasks on Mondays and Fridays”

Over time, your assistant understands your habits, documents, and style — and works with you accordingly.

3. Start Chatting Naturally

Once it’s trained, just start using it:

• Ask: “Where’s my onboarding guide?”
• Say: “Remind me to review the client proposal next week”
• Forward: A voice note or message — it turns into a task
• Type: “Send the updated job description” — it shares your saved file

Unify responds like someone who already knows your job — because you taught it.

Examples by Role

Here’s how different professionals use their Unify assistant:

🧑‍💼 HR Manager

• Stores leave policies, onboarding steps, and FAQs
• Answers repetitive employee queries
• Sends reminders for reviews and contract renewals

📈 Sales Executive

• Tracks follow-ups and lead stages
• Instantly shares pitch decks and product info
• Sets reminders for proposal deadlines

🗂 Operations Lead

• Manages schedules and process checklists
• Shares vendor info and SOPs
• Gets notified about tasks and updates

👨‍💻 Freelancer

• Logs client requests on the go
• Remembers to send invoices
• Tracks deadlines and project tasks

Why It Works

✅ Tailored to your work – It understands your documents, tasks, and tone
✅ Always accessible – No apps or dashboards to open
✅ Built in minutes – Set it up over chat, without any tech help
✅ Learns as you go – The more you use it, the smarter it gets

This isn’t about replacing you — it’s about supporting the way you already work, but with less friction and more focus.

Your Work, Just Smarter

Imagine opening WhatsApp and having an assistant who already knows what you’re working on. No repeat explanations. No digging for links. No retyping the same answers. Just clarity, speed, and support.

With Unify, that’s exactly what you get — built by you, for you.

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