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AI Executive Assistant & Phone Bots

An assistant you can reach from your phone

A personal AI assistant connected to your email, CRM, calendar and internal data, reachable from the messaging apps you already use. It drafts, updates and researches — and asks before it sends.

  • Reachable over WhatsApp, Slack or text
  • Inbox triage and drafted replies for your approval
  • CRM updates and meeting follow-ups
  • Memory of preferences and ongoing work
  • Dedicated number and assistant email address

What this engagement covers

Scoped to your situation — we start with what you already have rather than a fixed package.

Messaging gateway

Message your assistant from your phone over WhatsApp, Slack or text, without installing a new app.

Email triage

Monitors inbound email, flags urgent requests and drafts replies for your approval.

Meeting prep & CRM sync

Pulls action items from meeting notes, creates follow-ups and updates deal stages in your CRM.

Memory

Keeps track of preferences, past conversations and ongoing work, so you don't have to repeat context.

On-demand research

Ask for research on a company, prospect or market question and receive a formatted briefing.

Task delegation

Give a short voice note or text instruction and the assistant works through the steps across your tools.

Small first, then scale what works

Six stages, with a decision point after the pilot. Nothing grows until it has shown value.

  1. 01

    Workflow Audit

    Understand the current manual process, systems, users, inputs and outputs.

  2. 02

    Architecture

    Choose the smallest practical automation architecture.

  3. 03

    Pilot

    Build one usable workflow.

  4. 04

    Integration

    Connect APIs, browser workflows, internal tools, databases, AI models or third-party systems.

  5. 05

    Validation

    Test reliability, edge cases, user approval and expected output.

  6. 06

    Scale

    Expand only after the pilot demonstrates value.

What you get

  • Dedicated number and messaging gateway
  • Assistant email address with inbox integration
  • CRM and calendar integration
  • Memory configured around your business context

Tools we reach for

Chosen per project, not per habit. If your team already runs something that works, we build on it.

  • Claude
  • OpenAI
  • WhatsApp Business API
  • Slack API
  • Twilio
  • Python
FAQ

AI Executive Assistant & Phone Bots — common questions

No. The assistant appears as a contact in WhatsApp, Slack or SMS, and you message it like anyone else.

Have a workflow in mind?

Tell us about the process. We'll review it and suggest the most practical next step.

Book an Automation Audit