The answer exists. It sits in a system, on a screen nobody has open, or in the head of an employee who went home at six. Getting to it costs a phone call and an hour.
The questions below are sent in WhatsApp, like any other message. There is no screen to open and no password to remember.
“Send me the invoice we sent David in June”
The invoice comes back in the chat. No computer to open, and nobody in the office has to go looking for it in the morning.
- The invoice itself, from the system that issued it
- What it was for, and when it went out
- Whether it was paid, and when
“How much does this customer still owe me?”
One number, and what it is made of. Not a figure you have to take on faith — you can see which invoices it comes from.
- How much is open, and since when
- Which invoices are still unpaid
- What has already been paid, so you do not make the call for nothing
“What did we tell this customer on the call yesterday?”
An owner does not sit through recordings at nine in the evening. You get what was actually said on the call, without having to ask the person who took it.
- What the customer asked, and what they were told
- If something was promised, the words that were used
- All of it from the call itself, not from what somebody remembers
“Which rep made me the most money this month?”
A question that big still goes out as an ordinary message, and the answer reaches your phone while you are on the road. What it pulls together, and what else you can ask in that vein, is on questions and dashboards.
What it will not do
It answers from what your business already knows — the conversations, the invoices and the systems you connected. When the answer is not there, it says it does not know. It will not invent a number that sounds right, and that is the difference between an answer you can call a customer with and an answer you have to go and check.
And it does not stay that way. The knowledge keeps building from the conversations you were having anyway, and the answers get more accurate as time goes on. You set what goes in on its own and what waits for someone to approve it.
The assistant answers you. An employee who asks gets only what you opened up to them, not what is open to you.
Who this is for
- An owner who spends most of the day away from a computer
- Anyone who only gets an answer after calling three people
- A manager who wants to know what was promised before picking up the phone