We build assistants that read intake, draft replies, file documents, and flag exceptions to a person. Each one carries a written list of what it may read and what it may change. Money and deletions always go to a human, and it passes a set of test scenarios before it touches real records.
Read the intake and draft the reply
File documents by type
Flag exceptions to a person
An assistant that answers staff questions from your own documents
A written access list: what each assistant may read and what it may change
Money, refunds, and account deletion always go to a person
A scenario suite it has to pass before it touches real records
A log of every action, kept where you can read it
Give us 30 minutes, bring your concerns. You leave with all concerns broken down in an email with a fix for each, and pricing.