Use Cases · Roles & capabilities
Give each team an AI employee that knows your business, connects to the tools and data they already use, and gets work done inside a clear structure of permissions, approvals and audit.
Every role has an Assistant. Every Assistant has a scope.
Assistants
Manage and monitor your AI Assistants
Anna
RunningAn extension of you — personal, not shared.
1 / 3.0k credits
By role
ROLE · 01
A personal assistant that knows you, your business, your day and your products — one central point for whatever is relevant, connected to your tools so it saves you time and keeps you a step ahead.
Feeds on: email · calendar · docs · CRM · your knowledge
ROLE · 02
Connect the assistant to the data that runs the business — APIs, SQL, logs, custom sources — so teams get real visibility into operations and make better, faster decisions.
Feeds on: databases · APIs · logs · dashboards
ROLE · 03
Grounded in your products, pricing, process flows and playbooks, it handles first-line queries — and second and third over time — routing to workflows or escalating to a human when needed. Train it on the specialist knowledge agents usually escalate for, and give it access to app APIs and logs to diagnose and propose fixes.
Feeds on: product KB · playbooks · app APIs & logs
ROLE · 04
The same product, pricing and playbook knowledge, turned outward: consistent on-brand proposals, suggested sales strategies, and instant, accurate answers to pricing questions.
Feeds on: CRM · pricing · proposal templates · KB
ROLE · 05
Fed product sheets, technical detail, case studies, events and voice memos, it drafts and publishes product write-ups, case studies and campaign collateral to your website, blog and LinkedIn — on brand, every time.
Feeds on: product KB · case studies · brand voice · voice memos
ROLE · 06
An assistant that observes, coordinates and manages team projects, tasks, deliverables and deadlines through built-in Tellexa task management (MaxiTasks) — nudging owners and surfacing risks before they slip.
Feeds on: MaxiTasks · deadlines · team activity
ROLE · 07
Connected to your repos, pipelines and servers, it triages issues, moves work through boards, reviews changes and runs controlled operations — with sensitive actions held behind approval gates.
Feeds on: Git · CI/CD pipelines · server ops (gated)
ROLE · 08
Receipts, invoices, contracts and forms captured from any channel, classified and filed to the right place — with reconciliations checked and exceptions surfaced for a human to sign off.
Feeds on: accounting tools · documents · approval queues
By capability
CAPABILITY · 09
Assistants join approved calls, transcribe and summarise, extract action items as owned tasks — and answer inbound phone calls within scope, handing to a human when a call needs one.
Delivers: briefings · notes · action items · call handling
CAPABILITY · 10
Design, implement and run company-specific processes against a clear expected-outcome model — workflows the Assistant can build, operate, trigger or be consumed by, with human approval exactly where you want it.
Delivers: multi-step automations · approval nodes · triggers
CAPABILITY · 11
Index custom and archived repositories — even old data files with historical value — so the Assistant can locate specific documents in seconds and comment intelligently on their content.
Delivers: semantic search · source-cited answers · archives
CAPABILITY · 12
Generate internal and customer-facing API and developer docs straight from source code — always current with the latest updates, changes and specifications, never drifting behind the code.
Delivers: live docs from source · dev & customer references
CAPABILITY · 13
Build, deploy and maintain company and product websites and blogs — ongoing content updates and changes handled by the Assistant, grounded in your brand and knowledge base.
Delivers: site builds · deployments · ongoing edits
CAPABILITY · 14
Assistant-managed dashboards that assemble the numbers that matter, plus recurring reports and proactive alerts delivered to the right people on schedule — so the business runs on current information.
Delivers: live dashboards · scheduled reports · alerts
Get started
Thirty minutes with our team. We map the roles and capabilities to your workflow and show you where the Assistant fits first.
Assistants
Manage and monitor your AI Assistants
Anna
RunningAn extension of you — personal, not shared.
1 / 3.0k credits
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