Assistant
Your personal executive assistant for email, calendar, WhatsApp and SMS. It sorts your mail, drafts replies, tracks commitments and sends a morning briefing, but it never sends anything without your approval.
In this section · 20 pages
- What the Assistant does
A personal assistant that reads, sorts and drafts for you, and sends only what you approve.
- Getting started
Connect your mailbox, link your phone and tune your profile in a few minutes.
- Today and the morning briefing
Your day at a glance: briefing, meetings, replies, commitments, hints and approvals.
- Hints and reminders
Every check the Assistant runs on your data, and when it reminds you.
- Chatting with the Assistant
Ask questions and give instructions in the app, on WhatsApp or by SMS.
- Inbox
Your mail, sorted by the Assistant into Needs reply, Meetings, Invoices, FYI and Newsletters.
- Approvals
Review, edit, approve or reject everything the Assistant wants to send.
- Approval risk rules
Which actions are high risk and where each kind of action can be approved.
- Calendar
Your Outlook week with conflicts, invitations, suggested answers and meeting preparation.
- Contacts
The people you correspond with: salutation, form of address, relationship and timeline.
- Commitments
What you promised and what others owe you, with due dates and evidence.
- Memory
What the Assistant remembers about your preferences and routines, and how to correct it.
- Settings: Profile
Working hours, meeting free times, briefing, quiet hours, salutation, signature and writing style.
- Settings: Connections
Connect, sync, reconnect or disconnect your Microsoft 365 mailbox and calendar.
- Settings: Channels
Link WhatsApp or SMS for briefings, reminders and approvals on your phone.
- Using WhatsApp and SMS
Commands, short codes and what works on each channel.
- Settings: Approvals
Send delay, expiry and whether approvals may happen outside the app.
- Settings: Delegation
Let the Assistant look things up in BizCortex for you and propose changes.
- Privacy and your data
Who sees your Assistant data, how long it is kept, and how to export or delete it.
- Settings: Company
Company wide switches and usage counts for administrators, never anyone's content.