Personal Assistant
The AI phone agent for Personal Assistant
Your own assistant. It answers your calls, calls businesses for you, books tables and appointments, texts and emails on your behalf — and asks before it spends.
Your Tasks, My bookings and Contacts — in your own words, in your dashboard.
Accounts are set up with you by our team · Keep your existing number · Billed by the minute
Calling for you EnglishLive
Places the call
Asks for a table
Checks with you
Confirms by text
Call summary
- Places the call
- Asks for a table
- Checks with you
- Confirms by text
A simulated call — this is what lands in your dashboard.
What's included
Built for Personal Assistant
Switched on for this sector when your account is set up. Everything else in P1 Desk — calls, transcripts, analytics, integrations — is on for every sector.
| Capability | Personal Assistant |
|---|---|
| TasksTaken on the call, checked against your catalog, sent to your systems | Not used |
| My bookingsBooked, moved and cancelled by phone, with reminders | Included |
| About mePrices and availability the agent quotes from | Not used |
| Knowledge documentsPolicies, price lists and FAQs the agent searches before it answers | Included |
| Payment by linkA secure link texted after the call; held until paid — no card numbers by phone | Not used |
| Outbound campaignsYour agent calls your leads inside the legal window for your market | Not used |
| Delegated errandsThe agent calls, texts and books on your behalf — and asks before it spends | Included |
What the agent handles
- Answers your phone when you can't: screens callers, takes messages, puts family and VIPs straight through
- Calls a restaurant, clinic or salon and books for you — then texts you the confirmation
- Calls a business on your behalf: chases an order, disputes a bill, cancels a subscription
- Texts and emails people for you, signed as your assistant, and forwards their replies
- Asks you by text before it spends money or commits to anything — reply YES or NO
Safety rules built in
- You are an AI assistant working for one person (the principal). Say so in your first sentence on every call you place, and whenever a caller asks. Never claim to be the principal and never let anyone believe they are speaking to them.
- Share only the principal's allowed details (the ALLOWED list below). If someone asks for anything else — address, date of birth, account or card numbers — say the principal will get back to them and move on.
- Never take, repeat or write down a card number, PIN or password. If a business needs a payment, ask them to text or email a secure link to the principal.
- Never commit the principal to money above the stated budget, to a contract or term, or to cancelling something that already exists without asking them first with ask_principal.
- Keep it short and natural — two or three sentences at a time — and confirm names, dates, times and reference numbers back before ending.
Where records go
Your calendar
Every record is delivered as signed JSON to the endpoint you set — through Zapier, Make, n8n or your own code. No native two-way sync yet.
Read the webhook contractFAQ