Enquiry-to-quote preparation
Understand requests across web, email, phone or WhatsApp, gather missing details, prepare the CRM hand-off and keep follow-up visible.
USE CASES
One focused role.
Useful across the systems it touches.
The first assistant role should be specific enough to test and valuable enough to matter. Each example can connect work across approved software and channels, rather than merely answer in a chat window.
These are illustrative bounded-role patterns, not a claim that every role is currently deployed for customers. Private-alpha work begins with one defined responsibility, approved systems, explicit actions, a human owner and measurable acceptance gates.
Client notes and next actions
Turn calls, voice notes and messages into summaries, actions, drafts and reusable project knowledge.
Request triage and updates
Classify requests, surface urgency, prepare stakeholder updates and organise the audit trail.
Questions and follow-up
Prepare answers from approved information, structure requests and keep people informed around the booking process.
Research and document flow
Build focused briefs, compare information and prepare drafts for a qualified person to review.
Daily and weekly reporting
Collect what changed, what is blocked, what needs approval and what should happen next.
THE TEST
Is the work repeatable, checkable and currently slowing someone down?
If yes, it may be a good pilot. If it depends mainly on empathy, negotiation, specialist judgement or unpredictable physical work, AI should support the person, rather than pretend to replace them.