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Build & Install Your Custom AI Employee

Open Source Deployment Guide · Last Updated April 2026

What The System Does

Phase 1: Environment Setup & Download

Before starting, ensure you have opted into the source code download via the sticky bar on the homepage. Once downloaded, extract the ZIP file to your local machine.

# Install Node.js Dependencies

npm install

You must configure the following environment variables in your .env file:

Phase 2: Customizing Your Employee

The core logic of your AI Employee is defined in the prompt.txt system file. This is where you give your employee its personality, knowledge base, and business rules.

Crucial Prompting Rules:

  1. Define your exact business hours and timezone to prevent hallucinated bookings.
  2. List out your exact calendar booking URL so the AI can provide it securely.
  3. Instruct the AI to ONLY answer questions explicitly stated in the prompt. Do not let it ad-lib pricing.
  4. Ensure the AI collects First Name, Email, and Bottleneck/Issue before executing the CRM webhook.

Phase 3: Production Deployment

To ensure your AI Employee runs 24/7 without interruption, you must deploy it on a Virtual Private Server (VPS) and run it using the PM2 process manager.

# Install PM2 Process Manager globally

npm install -g pm2

# Start your AI Employee in the background

pm2 start server.js --name "ai-employee"

# Ensure the process restarts if the server reboots

pm2 save && pm2 startup

Note: You must also map a dedicated Twilio phone number to your server's endpoint: http://YOUR_SERVER_IP/webhook/twilio

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Mikee