Business Assistant · Built around your company
Speak the task. It works across your systems.
Tell it what needs doing by voice or text. Instead of opening each business system, finding the right screen and working through every field yourself, your team can ask for the outcome in one conversation. Business Assistant works across the connected tools, completes the agreed steps and brings back the result.
Book a callOne message in. Completed work back.
A simple example using a connected ERP. The same conversation can work with other business systems.
Business Assistant
Ready to help
You
Update the quantity to 200 on Mr Kenny’s sales order from yesterday, then prepare the revised order summary for me.
Business Assistant
I found one sales order for Mr Kenny created yesterday: SO-1042. The current quantity is 120. I’m updating it to 200 now.
Business Assistant
Done — SO-1042 is now updated to 200. I’ve also prepared the revised order summary for your review.
SO-1042_Revised_Order_Summary.pdf
PDF · 184 KB
Delegate the work, from request to result
- Use connected systems through chat
- “Create the sales order, reserve the available stock and prepare the confirmation.” Business Assistant becomes the conversational way to work across your ERP, online store or other connected tools.
- Prepare reports
- “Prepare this month’s sales report and compare it with last month.” Retrieve figures from connected business systems and turn them into a report with the period, sources and comparison clearly set out.
- Update company records
- “Update this customer’s delivery details in the order.” Make the agreed changes in the relevant connected system and report the outcome, with review where your workflow calls for it.
- Arrange appointments
- “Move this booking to an available slot tomorrow afternoon.” Check the scheduling system, resolve missing details and carry out the booking change within your agreed process.
- Look after customer enquiries
- Help respond to product questions, check order progress and follow up on service requests. Refer to your business records when needed and pass exceptions to the right person.
- Handle orders and stock tasks
- “Check stock for these orders and prepare a dispatch list.” Work with the connected ERP or online store to check availability, organise outstanding orders and prepare the next stage of fulfilment.
Chat becomes the way in. Your systems remain the source of truth.
Business Assistant does not replace the software your company relies on. It gives your team a conversational way to use it. We connect the systems needed for each task, then agree what it may read, update or submit and where a person must confirm first.
- Connect the systems relevant to your business: ERP, online store, inventory, booking or customer service tools.
- Define who can access which records and which actions Business Assistant is allowed to perform.
- Agree which tasks can run directly and which need a person to review and confirm first.
- Test the agreed workflows with your team, including missing information, failed actions and hand-off to a person.
Would this fit the way you work?
The honest answer is sometimes no. A 30-minute call is enough for both of us to find out.
Book a call