Choose the role. We configure the Assistant.
Each AI Assistant is a governed digital co-worker with a defined job, responsibilities, systems, channels and authority limits. Start with one role and expand on the same foundation.
Executive AI Assistant
Gives a leader a prepared, evidence-linked view of the business every day—and follows through on the commitments that come out of it.
- Consolidate approved operational reporting
- Summarize completed work and outcomes
- Identify trends and operational risks
- Highlight decisions requiring leadership attention
Dispatch Assistant
Coordinates service requests from intake to completion—matching work to technicians, keeping customers informed and handling exceptions—while dispatchers keep control of the schedule.
- Validate incoming service requests and work orders
- Identify available technicians and approved vendors
- Coordinate schedules and track assignments
- Contact technicians, vendors and customers
Customer Service Assistant
Moves customer inquiries toward resolution across channels, using approved knowledge and systems, with clear escalation to your team.
- Correlate inquiries with customer records
- Answer questions using approved knowledge
- Track orders, service cases and commitments
Recruiting Assistant
Keeps the recruiting pipeline moving from application to interview, with recruiters directing every hiring decision.
- Review applications against approved job criteria
- Organize candidate information in the ATS
- Coordinate interview calendars
Sales & Quoting Assistant
Qualifies inquiries, prepares quotes from approved pricing and keeps follow-ups and CRM records current.
- Maintain approved CRM records
- Coordinate follow-ups and meeting schedules
- Prepare account and opportunity summaries
Finance & Back-Office Assistant
Brings consistency to invoices, reconciliations and collections follow-up, with approvals and a complete evidence trail.
- Check incoming documents for completeness
- Match records across approved systems
- Prepare reconciliation exceptions
Compliance Assistant
Keeps compliance work organized and reviewable—deadlines, evidence and exceptions—without replacing legal or compliance judgment.
- Check records against defined policy requirements
- Organize supporting evidence
- Track review deadlines
Front Desk Assistant
Creates a consistent first point of contact—routing inquiries and coordinating appointments while your team stays informed.
- Receive and categorize incoming inquiries
- Coordinate appointments within approved availability
- Send reminders and confirmations
Custom AI Assistant
A defined role configured around your responsibilities, rules and systems, on the same governed foundation as every other Assistant.
- Define the role and its business owner
- Map responsibilities and success measures
- Connect approved knowledge, systems and channels
Autonomy mixes are illustrative starting points; they are configured per action with you.
Don’t see the Assistant you need?
We configure custom roles on the same governed foundation—same controls, same visibility.