Office assistant Handed over

An office assistant that answers the phone, sorts the email and prepares every reply for approval

The director of a busy office was its switchboard: every call, every voicemail and every email went through him. Now an assistant answers the line, takes the messages, sorts the mail by his own rules, books the appointments and drafts the replies, and he makes only the decisions.

Client A director whose office ran through him

An illustration. The names and numbers are made up.
arrives written out, with the names checked
Every voicemail
sort the email, written in plain English
His own rules
every reply before it is sent
He approves

The situation

The phone rang all day, and the voicemail filled up with messages that had to be played twice to catch the names. The inbox mixed suppliers, customers, partners and newsletters, and each email had to be read before anyone knew whether it mattered. Appointments lived in his head and on scraps of paper. Nothing moved while he was in a meeting.

He had already tried telling a general AI chat what to do with each email, one at a time. What he needed was an assistant that already knew his rules, worked while he was away, and never sent anything in his name without asking.

What we built

  • The phone is answered as his assistant, never as him. It finds out what the caller needs, takes a message, or offers to connect them to the person in the office who handles it.
  • A short list of callers he named go straight through to him. When someone asks for him urgently, a popup on his screen asks him first, and the call is put through only when he says so.
  • Voicemails are written out, the names and terms are checked against the office's own word list, and each one lands on his screen as a clean message.
  • Every new email is sorted by his plain-English rules: who it is from, what it is about, and who in the office handles it. Replies are drafted in his voice and wait for his approval.
  • Appointments are booked into his week, and each morning a short briefing shows what needs him: calls to return, replies ready to send, and who is coming in.

Five screens, most of it on one

He asked for something simple, with not so many tabs. The assistant is one dark screen: what needs him, what is ready to send, this week's appointments, calls and voicemails, and what happened today. The email, people and settings screens use a row of switches instead of more menus.

The assistant prepares, he approves

Nothing goes out in his name until he approves it. Only the kinds of email he switched on are answered by themselves, and never to the people on his do-not-touch list. Every action is written down, so he can see what was said and why.

Honest on the phone

Callers always know they are talking to the assistant. It follows a fixed script, so it cannot drift, and when a caller would rather leave a message it takes one he will see, then offers the next best person in the office.

More work

An illustration. The names and numbers are made up.
CampOffice Live

The camp office, from the first application to the last bus home

Before
Applications came in on paper and by phone, bunks lived on a whiteboard, and nobody could say who still owed what.
Now
Families apply, sign and pay through one link; the office accepts in a few clicks, sees every balance and form, and reaches every parent with one message.
Customer portal Preparing to launch

One system for customers, office staff and contractors, from request to delivery

Before
Every job was followed by customers, office staff and contractors, each from their own copy of it.
Now
One workflow from request to delivery, and customer and office see the same status.

Start a conversation

Tell us how your business runs. We'll show you what we'd build.

We'll look at how you work, show you where time and money leak, pick the first piece worth building, and show you what it would look like. A first conversation costs nothing. A real person replies within one business day.

(848) 285-5243 hello@flexvivid.com

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A real person replies within one business day.