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◆ AI features

Eight assistants. One set of rules.

A shared orchestration layer gives each assistant its own permissions, approved knowledge, tool restrictions and escalation behavior.

01

The assistants

Personal, Booking, Compliance, Client, Technology Coach, Marketing, Prospecting and Meeting assistants.

  • Context fetched server-side, scoped to the user
  • Every tool execution logged
02

Guardrails

AI never asks for passwords, never invents regulations or availability, never recommends a product as suitable, and never certifies compliance.

  • Escalates complaints, claims disputes, legal and tax questions
  • Drafts require human approval
03

Usage limits

AI usage is metered per organization and plan.

  • Transparent monthly limits