Build & Install Your Custom AI Employee
Open Source Deployment Guide · Last Updated April 2026
What The System Does
- 24/7 Missed Call Text-back: Instantly engages callers who don't reach you.
- Lead Qualification: Uses conversational AI to screen inbound leads over SMS.
- CRM Synchronization: Dual-writes all qualified lead data directly into N8N and SuiteCRM.
- Calendar Automation: Books strategy sessions directly for qualified prospects.
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:
OPENAI_API_KEY— For the conversational brain.TWILIO_ACCOUNT_SID&AUTH_TOKEN— For SMS messaging.N8N_WEBHOOK_URL— Your dual-write CRM receiver endpoint.
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:
- Define your exact business hours and timezone to prevent hallucinated bookings.
- List out your exact calendar booking URL so the AI can provide it securely.
- Instruct the AI to ONLY answer questions explicitly stated in the prompt. Do not let it ad-lib pricing.
- 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
Ready to start building?
Get The Source Code FreeClick above to return to the homepage and enter your email address in the top bar to download the complete source code.
Mikee