The FAQ/Knowledge Base Architect turns common support questions into clear, reusable answers. It connects customer inquiries with existing resources, highlights gaps where new content is needed, and helps build a structured self-service library. Over time, it ensures...
The Executive & Staff Assistant is responsible for helping individual users manage their daily workload and task visibility. It supports end-users across roles by organizing, prioritizing, and structuring their tasks, events, and obligations drawn from various...
The Dashboard Maintenance Assistant safeguards the accuracy, consistency, and structure of existing business dashboards. Supporting operational and strategic decision-making, it monitors real-time data syncing from platforms like CRMs, Google Sheets, and analytics...
The Automated Onboarding Agent is responsible for delivering a seamless, scalable, and structured onboarding experience for new SaaS clients. Supporting the Customer Success and Implementation teams, this agent ensures that every customer is welcomed, guided, and...
The Proposal Builder Coordinator is responsible for converting spoken client input into structured, accurate, and customized sales proposals. It supports the Sales team by streamlining the intake of verbal requests, automating proposal creation, and ensuring all...
Outbound Appointment Scheduler Advisor (scope: Calendar management) This role uses only Email and Calendar tools to turn inbound messages into confirmed meetings with minimal back-and-forth. It monitors incoming emails, detects meeting intent, and pulls out the key...
