Communication & Inbox
Inbox, messaging & communication hub
Your assistant becomes the first line of contact for emails, messages, and simple inquiries. They organize
your inbox, apply rules and labels, draft replies, and flag only the conversations that truly need your attention.
• Shared inboxes & aliases • Priority triage • Template‑based responses
Scheduling & Coordination
Calendar & appointment management
We coordinate your day end‑to‑end: booking new visits, rescheduling, confirming appointments, and handling
no‑shows. For clinics, we manage patient flows; for business teams, we organize internal and client meetings.
• Multi‑time‑zone scheduling • Reminder workflows • Daily schedule briefs
Customer & Patient Support
Front desk & customer support coverage
Your assistant can answer calls, reply to messages, and reassure clients or patients with friendly,
professional support. We follow your scripts and escalation rules so every interaction feels on‑brand.
• Call handling & callbacks • SMS/WhatsApp replies • Simple troubleshooting
Back‑Office Operations
Insurance, billing & admin workflows
For healthcare and service businesses, we help with insurance verification, A/R follow‑ups, basic billing
tasks, and documentation. For other teams, we handle data entry, CRM updates, and recurring admin checklists.
• Insurance verification support • A/R outreach • CRM & spreadsheet updates
Executive Support
Executive & owner assistance
Treat your assistant like a trusted right hand. They prepare simple reports, keep action items organized,
follow up with stakeholders, and give you a clear view of what needs your decision each day.
• Task tracking • Light reporting • Follow‑up coordination
Research & Documentation
Research, documentation & process support
Need procedures documented or options researched? Your assistant can gather information, compare vendors,
prepare summaries, and help you standardize the recurring workflows that keep your business running smoothly.
• Vendor & tool research • SOP drafts • Knowledge base updates