AI business assistants.
Your team stays in control.

03 / 01

Ask about the work. See where the answer comes from.

The company work assistant helps employees understand work across the records and information they have permission to access.

• Search customer records, tasks, projects, custom business records, approved documents, and communications.
• Inspect supporting information before requesting AI analysis, and select the sources the assistant should use.
• Receive answers with supporting quotations and source links. Permissions and source versions are checked again before an answer is returned.
• Prepare suggested next steps for employee review. Recommendations do not silently execute or replace approval and professional judgment.
• Search works independently of AI configuration. AI analysis requires an approved provider connection.

03 / 02

An assistant for the work in front of you.

Start with the job you want to do: plan next steps, prepare a campaign, practice sales conversations, explore strategy, or organize department work. Then choose or configure the assistant’s instructions and supported tools.

• With approved connections, prepare text and emails, summarize selected inbox results, and suggest customer follow-ups.
• Prepare CRM notes, create employee tasks, plan meetings, and schedule supported appointments.
• Turn a request into an editable action plan and prepare approved email campaigns for connected delivery.
• See whether the company-approved AI connection is ready and what setup is missing before starting.
• Assistants operate through supported tools. They do not have unrestricted control of any application or the ability to complete every request.

03 / 03

See exactly what you are approving.

Owner approval of a provider connection and employee approval of an exact action serve different purposes.

• Review proposed actions, sender, recipients, message content, assignments, and meeting details before execution.
• Approve one campaign message and its complete recipient list together, without confirming each individual email separately.
• A change to the reviewed plan requires renewed approval. Version checks also protect supported plans when source records change.
• Track execution results and provider receipts, and pause remaining work when needed.

03 / 04

Room to think through the next move.

Saved strategy, planning, and future-scenario conversations are private to each employee within the application.

• Use company context supplied by authorized owners and selected approved documents to discuss options, tradeoffs, assumptions, risks, and next steps.
• Compare conservative, base, and upside scenarios. Explore financial what-ifs using entered revenue, costs, and growth assumptions.
• Convert proposed next steps into a separate action plan for review.
• This is a thinking and planning assistant. It does not independently verify market conditions or guarantee forecasts.

03 / 05

Optional support for inbound calls.

Companies can opt in to voice assistants after approved calling and AI connections are configured and validated.

• Answer inbound calls using company-approved public information and instructions. Configure different bots for roles or departments, each with a compatible voice.
• Use short voice previews where available, browser voice practice after configuration, and a text rehearsal of the booking flow.
• Route callers to approved bots or designated employees using employee availability controls. English, Spanish, and French configurations use compatible voices.
• Choose optional retained transcripts, review summaries and proposed CRM follow-ups, and let owners review employee coaching suggestions.
• Review call outcomes and estimated monthly usage budgets, and set call limits.

03 / 06

Clear rules for voice and booking.

Voice assistants disclose that they are AI. Their role and authority are defined by the company.

• Meeting booking can be enabled as an explicit exception to per-action employee approval: the company approves booking rules in advance, and the caller confirms the offered appointment.
• Outbound calling campaigns are not implemented. Recorded one-minute sales, scheduling, and inbound conversation demos are not yet available.
• Calling, browser voice practice, and conversational features require compatible providers, permissions, configuration, and live validation.

TEACH BY TALKING

Your business. Your experience. Your sales practice.

Each employee can build a private training profile for a company’s voice bot. Explain the offer, customer problems, proof and boundaries out loud. Review the bot’s understanding before saving it; short text rules remain available.

• See which business topics you have taught, how many practice sessions you have completed, and which lessons are in use.
• Review new learning notes before using them. Filter notes that need review, approved lessons and dismissed suggestions.
• Personal lessons stay with the employee and company. Practice includes recognizing a poor fit and respecting firm refusals and opt-outs.

Voice practice requires configured, company-approved AI and voice services. It is not a promise of autonomous cold calling or guaranteed sales. Training and lessons remain scoped to the company and employee; changing shared company rules still needs approval.