Saved only after your “yes”
The assistant first prepares each change and reads it back. Only a clear confirmation writes it; without one the proposal expires.
Security
You are giving an assistant access to client data, so the rules have to be simple: it proposes, you decide, and every move can be reversed.
The assistant first prepares each change and reads it back. Only a clear confirmation writes it; without one the proposal expires.
The log shows everything the assistant added, changed and removed. Undo restores the previous state — and if you edited something by hand in the meantime, you get a warning instead of an overwrite.
Each account's data is isolated at the database level. One account's assistant has no access to another's clients, notes or conversations.
The assistant works on your records — clients, notes, tasks, meetings. It does not change account settings or the rules it runs by.
The panel, the conversation and data storage all go over an encrypted connection (HTTPS) only.
Join the list. The first people in get access before the public launch.