APPLIED ASSISTANT

Your company's AI assistant.

It answers, researches, and runs the busywork across your team's tools, with the permissions, approvals, and audit trail your company needs.

Works with your existing tools
200+ marketplace playbooks
Enterprise SSO / SCIM
Complete audit trail
No migration required
Outcome-based pricing
View pricing

From prompt to proof, in minutes.

Every question moves through the same accountable loop — connected to your systems, grounded in evidence, adapted to your team, and logged for review.

01

Connect

Sync Slack, Gmail, Zendesk, Shopify, Salesforce, Snowflake, and any tool your team uses — unified context across every account, ticket, and conversation.

CONNECTED TOOLS
+14 more
Unified memory · all sources active
  • 100+ integrations and data connectors
  • Unified memory across all sources
  • No migration — works alongside what you have
02

Research

Schedule recurring briefs, monitors, and alerts. Every run gathers the records and metrics it needs, then delivers findings through email, Slack, or any channel.

SCHEDULED PLAYBOOK
Weekly CX BriefMON 9 AM
#cx-leadershipEmail digest
  • 200+ marketplace playbooks ready to run
  • Evidence windows per run
  • Delivery to email, Slack, or any configured channel
03

Adapt

Tell it what's right and what's not. Every correction, approval, and VIP flag is saved to memory and improves every answer going forward.

MEMORY UPDATE
Offer replacement firstSAVED
Preference applied to all future replies
  • Your voice and policies encoded
  • VIP and account-specific preferences
  • Improves every week from team feedback
04

Control

Scoped access, human approvals, and a complete audit trail. Access follows your org chart; sensitive actions require review before they run.

AUDIT LOG
Updated deal · SalesforceLogged
Bulk email campaignBlocked
  • Identity provider sync (Okta, Azure AD, SCIM)
  • Per-assistant permissions and approval flows
  • Every action logged with a source trace
See it run on your own workflows

All context. Full control.

CONNECT

Connect every tool your team uses.

One managed assistant with the context of your helpdesk, inbox, CRM, docs, and data — working alongside the systems you already have, not instead of them.

  • Integrations and connectors. Slack, Gmail, Zendesk, Shopify, Salesforce, Snowflake, and more.
  • Unified context. Combine accounts, leads, tickets, orders, and conversations.
  • No migration. It works alongside the systems you have.
Name
Department
Tool access
Connectors
Maya Okonkwo
Engineering
Full
Marcus Reyes
Revenue
Standard
Priya Subramanian
Marketing
Standard
Devon Walsh
Product
Full
+2
Hannah Liu
Customer Success
Standard
-
RESEARCH

Deep research on your own data.

Schedule recurring briefs, monitors, and alerts that run through your connected systems — delivered where your team already works.

  • Marketplace playbooks. Start from prebuilt workflows like Weekly CX Brief, then adapt the prompt and cadence.
  • Evidence windows. Gather the records, tickets, accounts, and metrics each run needs.
  • Flexible delivery. Send briefs, alerts, tasks, and summaries through email, SMS, Slack, or any configured channel.
Weekly CX Brief
Marketplace playbook · Zendesk, Shopify, Slack
Every Monday · 9:00 AM

What changed in delayed-order conversations last week?

5,832 conversations analyzed
Shipping delays
41%
Refund policy confusion
23%
VIP churn risk
12%
Delivered to
#cx-leadershipEmail digest
ADAPT

It learns your company.

Tell it what's right, and what's not. It learns your voice, your policies, your customers — and compounds every correction into the next answer.

  • Saved to memory. Edit a draft once and the preference sticks.
  • Your voice and policies. It writes the way your team writes and follows the rules you set.
  • Better every week. Every correction, approval, and VIP flag compounds into the next answer.
Maya OkonkwoVIP
Order #4127 · Delayed 9 days
Draft reply

Hi Maya, sorry about the wait on your order.

You can return it within 14 days. We'll send a replacement right away.

— The Acme team

Saved to memory
Memory
VIPs get priority
Offer replacement first
Sign off as the Acme team
CONTROL

Enterprise control built in.

Scoped access, human approvals, and an audit trail for everything it does — so your IT and compliance teams can approve it before it runs.

  • Identity provider sync. Access follows your org chart, from Okta, Azure AD, or any SCIM-compatible directory.
  • Scoped assistants and approvals. Limit what each assistant can read, draft, or change, and require review for sensitive actions.
  • Audit trails. Every answer, tool call, and update is logged with a source trace.
Access policies
SalesforceSales
SlackAll teams
GmailGTM
Updated Acme Corp deal
Success
Send bulk email campaign
Blocked

Pick a playbook. Your assistant runs it Monday.

200+ ready-made playbooks and plugins for briefs, QA, research, and follow-ups. Pick what fits, then shape it to your team.

Build your managed assistant.

Show us your tools, data, and approval model. We'll map the first workflows Applied Assistant should support.