In my training this week I asked the room: if you were training a human customer-service hire, what would you hand them? An attendee walked me through it, and by the end, she had described exactly how you train an AI Employee, without realizing it. You already know how to do this. You've just never done it with software.
“Essentially you are training the bot and you're providing it all that information so that it can do the job.”
The new-hire framework
- The employee guide, how we do things here: tone, standards, what good looks like.
- The terms and conditions, the policies their answers must respect.
- The products and price points, what we sell, so they never guess.
- The process, start to finish, first this, then this, then this. An employee with a clear sequence outperforms a smart one with none.
An AI Employee is basically a skill you set up, a series of steps you train the AI to run. Give it everything above, the way you would a new hire, and it can really do the job on a schedule, every hour or every morning, without being asked twice.
How it works
Train it like a new hire
- 1
Employee guide
tone and standards
- 2
Terms and conditions
the policies it respects
- 3
Products and price points
- 4
The process, start to finish
- 5
AI Employee does the job
How I do it
Train an AI Employee exactly like a human hire
- 1
The employee guide
How we do things here: tone and standards
- 2
Terms and conditions
The policies every answer must respect
- 3
Products and price points
What we sell, so it never guesses
- 4
The process, start to finish
First this, then this, then this
You already know how to do this. The order is the same one you would use with a person on their first week.
Source: Claire B. Soares, from her own travel business and live trainings.
What this made possible in my own business: the trip dossier
Before AI, our final trip-confirmation document was an arduous, manual process, and because of that, every guest on a trip got the same one document. Now an AI Employee runs the workflow: it goes into the booking system, confirms who's booked, reviews each client's preferences, and generates a personalized dossier per client, flights, dietary needs, itinerary, even a personalized shopping guide for the clients who love to shop. We have the same team and a much better client experience, because the arduous part is now an employee's job description.
Your first hire
Start smaller than a dossier, with something like an inbox dashboard or a follow-up drafter. Give it one job and train it like a new hire, then review what it does. That's the build we do together in my AI Masterclass, and the free Travel AI Kit gets your setup ready for it. You've onboarded people before. This hire just happens to work every hour of every day.
A note before you try this
Pick one job before you build anything, and write the process down the way you'd explain it to a person on day one. Run it by hand a few times and read every output next to what you would have done. Only put it on a schedule once it keeps getting it right, and keep reviewing its work after that.
Hire your first one with me
Start small, with one job and one clear process. In my free AI Masterclass we build your first AI Employee together, trained like a new hire and reviewed by you.
Common Questions
How do you train an AI to do a specific job?
Give it the same four things you would give a new hire: your operating guide, your policies, your products and pricing, and the step-by-step process, then save that as a reusable skill.
What jobs can an AI Employee do in a travel business?
Common first hires are the inquiry responder, the follow-up drafter, and the morning inbox dashboard. More advanced ones handle trip document assembly and per-client personalization.
How long does it take to train an AI Employee?
An afternoon for a first skill, once your setup and business context are in place. The training itself is writing down the process you already follow, then saving it as a reusable skill.
Written By
Claire B. Soares
Claire B. Soares is the founder of Travel AI University, a 6x Condé Nast Traveler Top Travel Specialist, and a Certified AI Consultant with a B.S. in Computer Science. A top 10% enterprise sales executive, she sold $3.4B+ in enterprise software to Google, Microsoft, IBM, Boeing, the federal government, and the DoD, then built $16M+ in leisure travel sales.
About Claire
