Introducing Applied Assistant
Most company work does not live in any one tool. It lives between them.
The answer to "what changed in delayed-order conversations last week" is split across a helpdesk, an order system, a spreadsheet, and a policy doc that someone updated last quarter. The person who knows how to pull it together is in a meeting. So the question waits, or someone spends an afternoon assembling a report that is stale by Friday.
Today we are introducing Applied Assistant: a managed AI assistant for company work. You ask in plain language. It answers, researches, and runs the busywork across the systems your team already uses. And it learns your company as you work together, your tone, your policies, your customers.
Start a free trial, or see how Applied Assistant works.
TL;DR
- Ask in plain language. Mention @Applied with a question or a task. It researches your connected systems and comes back with an answer, a brief, or a chart you can share.
- It works across the tools you already use. Connect Slack, Gmail, Zendesk, Shopify, Stripe, Notion, Salesforce, Snowflake, and more, then add ready-made tools and skills from the Marketplace.
- It learns from you. Edit a draft once and the correction is saved to memory. Tone, policies, and customer handling carry into future work.
- Recurring work runs on a schedule. Weekly briefs, monitors, and alerts are delivered where your team works: Slack, email, or SMS.
- Enterprise control is built in. Scoped access per assistant, approvals for sensitive actions, and an audit trail for everything it does.
Ask in plain language
The fastest way to understand Applied Assistant is one real exchange.
A support leader types: @Applied summarize this week's CX escalations and chart the causes.
A few seconds later they have three things. A short written answer naming what actually moved this week. A brief with the billing, shipping, and technical escalation notes linked. And a chart of escalation drivers by day, ready to drop into a leadership update.
Before, that was an afternoon of tab-hopping: export from the helpdesk, cross-check orders, eyeball a pivot table, write the summary. Now it is one sentence, and the evidence comes attached.
The same pattern holds for the rest of the work between tools. Draft the reply, prep the Monday brief, find the accounts that need attention, build the report. If you can describe it, you can ask for it.
Connect the tools you already use
Applied Assistant is only as useful as what it can see, so connecting your stack is the first step and takes minutes.
Connectors cover the systems most teams run on: helpdesks like Zendesk, Gorgias, Gladly, and Dixa, commerce and billing systems like Shopify and Stripe, communication in Slack and Gmail, docs and knowledge in Notion and Confluence, CRMs like Salesforce and HubSpot, and data warehouses like Snowflake.
On top of connectors, the Marketplace has ready-made tools and skills for the work itself: weekly CX briefs, QA scorecards, leadership reports, dashboards, and follow-up workflows. Pick what fits, then shape it to your team.
There is no migration. Applied Assistant works alongside the systems you have, not instead of them.
It learns your company
This is the part that compounds.
When the assistant drafts a reply and you change one sentence, that edit is not a one-time fix. Correct "you can return it within 14 days" to "we'll send a replacement right away" and the preference is saved to memory: offer replacement first. Approve a draft and the sign-off you prefer sticks. Flag a VIP and priority handling carries forward.
Every correction, approval, and preference becomes part of how it works for you: your tone of voice, your refund policy, the way your team handles its best customers. You teach it the way you would teach a new teammate, except it never needs to be told twice.
The more you work together, the better it gets.
Put it on a schedule
Anything the assistant can do once, it can do every week.
A Weekly CX Brief is a one-time setup: what changed in customer conversations, which issues are climbing, what needs an owner. Every Monday at 9:00 it runs against your live systems and the finished brief is delivered wherever your team will actually read it, a Slack channel, an email digest, or SMS alerts for the things that cannot wait.
Briefs, monitors, and alerts all work this way. Set the cadence once, and the work shows up done.
Trust and control
An assistant with access to company systems has to earn that access, so the controls are not an add-on.
- Scoped access. Each assistant sees only the connectors and data you grant it. Sync your identity provider so access follows your org chart.
- Approvals. Sensitive actions can require human review before anything goes out. You decide where the line is.
- Audit trails. Every answer, search, draft, and action is logged with a source trace, so you can always see what it did and why.
Getting started
Applied Assistant is available now.
- Start a free trial. 14 days, no credit card needed.
- Pick your assistant. Onboarding lets you choose the one your team will work with, whether that is a steady samoyed, an upbeat shiba, a dragon, a knight, or a cat that is usually napping. They all do the work; the personality is yours to pick.
- Connect your first tools, ask a real question, and put your first brief on a schedule.
Plans start at $20 per month with weekly credits, and you get 50 free credits on signup. Details are on the Assistant pricing page.
FAQ
Does it replace our helpdesk or CRM? No. Applied Assistant connects to the systems you already run, including Zendesk, Gorgias, Salesforce, and HubSpot, and works across them. Nothing migrates.
Can it take actions without us knowing? You control what each assistant can read, draft, and change, and you can require approval for sensitive actions. Everything it does lands in the audit trail.
What if it gets something wrong? Correct it. Edits and rejections are feedback, and the correction is saved to memory so the same mistake does not come back next week.
Your team already knows what good work looks like. Applied Assistant learns it, runs it, and gets better every week you work together.
Start free, or talk to Applied Labs about rolling it out to your team.
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