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Zeta · Assistants

Deploy a team assistant

Pick a role and the team assistant inherits that role's narrowest sensible scopes. It starts disabled — deploying is not the same as switching on.

Every assistant is Zeta at work — one AI, under your rules

New team assistant

A new team assistant is created switched off, with the narrowest scopes its role allows. Nothing runs until you enable it, and gated roles need a human approval on every run after that.

What each role would be granted

Research assistant

Gathers and summarises information on accounts, markets, and questions.

write: nothing

Sales Revenue assistant

gated

Qualifies leads, drafts outreach, and recommends the next step on a deal.

write: leads, tasks, opportunities

Customer Support assistant

gated

Triages inbound requests, drafts responses, and flags escalation risk.

write: tasks

Analysis assistant

Analyses data and produces findings, risks, and recommended actions.

write: reports

Knowledge assistant

gated

Answers questions from company documents and keeps knowledge current.

write: documents

Operations assistant

Turns goals into tracked work and surfaces bottlenecks.

write: tasks

Administration assistant

gated

Handles routine administrative work and record keeping.

write: tasks

Reporting assistant

Produces scheduled and ad-hoc reports from authorised data.

write: reports

Monitoring assistant

Watches systems and data for conditions worth a human’s attention.

write: alerts

Scheduling assistant

gated

Books, reschedules, and confirms appointments and meetings.

write: tasks

Follow-up assistant

gated

Chases outstanding items so nothing is dropped.

write: tasks

Patient Outreach assistant

gated

Watches the recall panel and runs gated outreach across cohorts. Never sees an individual patient.

write: patients, tasks