Datify Docs
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.