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Setup — How it works

Tell the operative what to do and how much control it has.

The How it works section replaces AI jargon with the three things a business owner actually decides.

What should this assistant do?

A single instruction box where you describe what it's responsible for, in your words. Example: “Follow up with new leads, answer enquiries, and book qualified prospects into my calendar.”

Working style

Pick a tone — Professional, Friendly, Concise, or Detailed — and it writes and speaks that way everywhere it acts.

How much control should it have?

  • Ask me before taking action — you approve everything first.
  • Handle routine work automatically — it acts on the everyday stuff and asks on the big calls.
  • Work independently — it runs on its own, within the rules you set.
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