Modules

Twelve modules, one assistant

Every module uses the same knowledge and permissions. Unlock what you need.

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13 modules match

  • Every call gets answered

    • Callbacks with owner and deadline
    • Books appointments, confirms by email
    • Overdue callbacks escalate automatically
  • Your assistant lives in Outlook

    • Reply drafts straight from the email
    • File or submit attachments
    • Decide approvals from your mailbox
  • New

    From meeting to minutes.

    • Bot joins Teams and Zoom
    • Decisions linked to the transcript
    • Board minutes as Word or PDF
  • New
    Channels

    Companion

    Your assistant on the desktop

    • Voice on demand or “Hey Buddy”
    • Recordings go straight to notes
    • Desktop actions only with your approval
  • Your files sort themselves

    • 16 document types out of the box
    • Checks for totals, IBAN and duplicates
    • Finds by meaning, also in the chat
  • Knows your contacts like you do

    • Private per person, hidden from admins
    • Open commitments from your emails
    • Learns from your corrections
  • Knowledge

    Projects

    One space for every project

    • Roles: owner, editor, reader
    • Tasks with owner and due date
    • Project memory with your confirmation
  • Knowledge

    Global search

    One search for everything.

    • Chats, files and knowledge
    • Respects every permission
    • Results with their source
  • Processes that run themselves

    • Triggers from email to schedule
    • AI decides, sorts and extracts
    • Human approval with a deadline
  • New

    You dictate, the draft appears

    • Live text, word by word
    • Assign every dictation to a matter
    • Draft letter in your Word template
  • Train, vote, measure

    • Quizzes, word clouds and upvoted questions
    • Slides as PDF or PPTX
    • Measure impact, anonymous from 5 people
  • Print-ready. With layers.

    • Your house font, set exactly
    • More than 20 automatic print checks
    • Layered export as PSD
  • Operations

    AI governance

    You stay in control of AI

    • Usage by model, person and region
    • Token limit per person and month
    • Assign agents and knowledge precisely

Channels

Digital secretariat

Every call gets answered

Around the clock, without a phone menu. Every call becomes a case with a callback.

  • Callbacks with owner and deadline
  • Books appointments, confirms by email
  • Overdue callbacks escalate automatically
Available in
Phone
Suits
SMEs, Municipalities, Law firms, Property management
Frequently asked questions
Do callers know they are talking to an AI?
Yes. The assistant introduces itself as a digital assistant at the start of the call.
Do we have to change our phone system?
No. You forward calls to the assistant, your phone system stays as it is.

Outlook & Office

Your assistant lives in Outlook

Briefing and reply draft right in the mailbox, plus help in Word, Excel, PowerPoint and Teams.

  • Reply drafts straight from the email
  • File or submit attachments
  • Decide approvals from your mailbox
Available in
Outlook, Word, Excel, PowerPoint, Teams
Suits
SMEs, Municipalities, Law firms, Property management, Publishers
Frequently asked questions
How does the add-in reach our staff?
Your IT deploys it centrally via Microsoft 365. Nobody has to install anything themselves.
Which applications are included?
Outlook, Word, Excel, PowerPoint and Teams.

Notetaker & minutes

New

From meeting to minutes.

The bot joins Teams and Zoom meetings. Every decision links to its place in the transcript.

  • Bot joins Teams and Zoom
  • Decisions linked to the transcript
  • Board minutes as Word or PDF
Available in
Teams, Zoom, Web app
Suits
Municipalities, SMEs, Property management
Frequently asked questions
Which meetings can the bot join?
Online meetings in Microsoft Teams and Zoom.
In which format do we get the minutes?
As a draft for review, exported as Word or PDF in your house template.

Companion

New

Your assistant on the desktop

You speak, the Companion takes notes and handles steps on your desktop, each one logged.

  • Voice on demand or “Hey Buddy”
  • Recordings go straight to notes
  • Desktop actions only with your approval
Available in
Desktop
Suits
SMEs, Law firms
Frequently asked questions
Does the Companion act without asking?
No. It prepares steps and only saves after you confirm.
Is desktop control available yet?
It is available as a preview and is enabled per company.

Knowledge

AI document management

Your files sort themselves

Every document is recognised, read, checked and filed in the right place.

  • 16 document types out of the box
  • Checks for totals, IBAN and duplicates
  • Finds by meaning, also in the chat
Available in
Email, Web app, Mobile app, Outlook, API
Suits
SMEs, Municipalities, Law firms, Property management
Frequently asked questions
Which documents does intake recognise?
16 document types out of the box, for example invoices and contracts.
What happens to uncertain documents?
They go to the cockpit for review, with the uncertain fields highlighted.

Contact memory

Knows your contacts like you do

Tone, history and open points for each contact, right in your Outlook reply draft.

  • Private per person, hidden from admins
  • Open commitments from your emails
  • Learns from your corrections
Available in
Outlook, Web app
Suits
SMEs, Law firms, Property management
Frequently asked questions
Who can see the contact memory?
Only the user it belongs to. Admins cannot see it either.
Where does it come from?
From your mailbox, going back up to 48 months if you choose.

Projects

One space for every project

Each project has its own members, its own knowledge and its own memory.

  • Roles: owner, editor, reader
  • Tasks with owner and due date
  • Project memory with your confirmation
Available in
Web app, Mobile app
Suits
SMEs, Law firms, Publishers
Frequently asked questions
Who can see a project?
Only its members. You decide whether it is private, for the project team or company-wide.
Can a project use files from a network folder?
Yes. A connected network folder becomes the project's knowledge source.

Global search

One search for everything.

Chats, files and knowledge in one place, with sources and only within your permissions.

  • Chats, files and knowledge
  • Respects every permission
  • Results with their source
Available in
Web app
Suits
SMEs, Municipalities, Law firms, Property management, Publishers
Frequently asked questions
What does the search cover?
Your chats, files and the knowledge you have access to.
Will I see other people's content?
No. The search only shows what you are allowed to see anyway.

Work

Workflows

Processes that run themselves

You describe the process in one sentence, the AI builds it and people approve sensitive steps.

  • Triggers from email to schedule
  • AI decides, sorts and extracts
  • Human approval with a deadline
Available in
Web app, Email, API
Suits
SMEs, Municipalities, Law firms, Property management
Frequently asked questions
Do we need programming skills?
No. You describe the process and the assistant builds it.
Can people step in?
Yes. A step can wait for an approval with a deadline.

Dictation

New

You dictate, the draft appears

Dictate in the app, the Companion or the browser. If you like, the transcript becomes your draft letter.

  • Live text, word by word
  • Assign every dictation to a matter
  • Draft letter in your Word template
Available in
Mobile app, Desktop, Web app
Suits
Law firms, SMEs, Property management
Frequently asked questions
Where can I dictate?
In the mobile app, in the Companion on your desktop and right in the browser.
Is the letter sent automatically?
No. Only you can see the draft, and you check and send it yourself.

Live workshops

Train, vote, measure

Guests join by phone without logging in, and you see the results right away.

  • Quizzes, word clouds and upvoted questions
  • Slides as PDF or PPTX
  • Measure impact, anonymous from 5 people
Available in
Web app, Mobile app
Suits
Municipalities, SMEs
Frequently asked questions
Do participants need an account?
No. Guests join by phone without logging in.
What remains after the workshop?
An evaluation and, if you like, a certificate for participants.

Operations

AI governance

You stay in control of AI

See usage per model and person, set limits and review changes in the audit log.

  • Usage by model, person and region
  • Token limit per person and month
  • Assign agents and knowledge precisely
Available in
Web app
Suits
SMEs, Municipalities, Law firms, Property management, Publishers
Frequently asked questions
Can we set limits for individuals?
Yes, with a monthly token limit per person.
How do we keep usage in check?
The overview shows usage per model and person, and you get a warning at 80 percent of the quota.
Trust

Your data. Your rules.

You decide what the AI sees, may do and costs.

  • Hosting in the EU

    GDPR-compliant. Optionally in Switzerland, in Germany or in your regional data centre. Your data does not train any AI.

  • Permissions all the way into chat

    If someone may not see it, the AI will not answer it either.

  • Usage under control

    Live usage per model and person, token limit per person.

  • Human in control

    Sensitive steps only run with approval. Every run is traceable.

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Modules: secretariat, minutes, documents and more