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Zeta · Assistants

Role templates

What each role may touch, stated in full. Scopes are enforced server-side; a team assistant cannot act outside them even if asked to.

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

Ask Zeta Your assistants’ work in Volt

Research assistant

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

read: companies, contacts, documents

write: nothing

execute: nothing

Workflows

· Account research
· Market scan
· Question answering
· Source summarisation

Sales Revenue assistant

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

read: leads, contacts, companies, opportunities, queues

write: leads, tasks, opportunities

execute: nothing

Workflows

· Lead scoring
· Pipeline risk review
· Follow-up generation
· Next-step planning

Every run needs a human approval before anything executes.

Customer Support assistant

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

read: contacts, documents

write: tasks

execute: nothing

Workflows

· Ticket classification
· Response drafting
· Escalation routing
· Account health notes

Every run needs a human approval before anything executes.

Analysis assistant

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

read: leads, opportunities, reports, calls

write: reports

execute: nothing

Workflows

· Trend analysis
· Anomaly detection
· Variance review
· Executive brief

Knowledge assistant

Answers questions from company documents and keeps knowledge current.

read: documents

write: documents

execute: nothing

Workflows

· Question answering
· Policy comparison
· Gap detection
· SOP drafting

Every run needs a human approval before anything executes.

Operations assistant

Turns goals into tracked work and surfaces bottlenecks.

read: tasks, systems

write: tasks

execute: nothing

Workflows

· Task breakdown
· Workflow monitoring
· Bottleneck detection
· Status summaries

Administration assistant

Handles routine administrative work and record keeping.

read: contacts, companies, tasks

write: tasks

execute: nothing

Workflows

· Record updates
· Data hygiene
· Routine filing
· Reminders

Every run needs a human approval before anything executes.

Reporting assistant

Produces scheduled and ad-hoc reports from authorised data.

read: leads, opportunities, calls, reports, tasks

write: reports

execute: nothing

Workflows

· Scheduled reports
· KPI rollups
· Executive summaries

Monitoring assistant

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

read: systems, alerts

write: alerts

execute: nothing

Workflows

· Health checks
· Threshold watching
· Anomaly alerts
· Incident triage

Scheduling assistant

Books, reschedules, and confirms appointments and meetings.

read: contacts, tasks

write: tasks

execute: nothing

Workflows

· Meeting booking
· Reschedules
· Confirmations
· Reminders

Every run needs a human approval before anything executes.

Follow-up assistant

Chases outstanding items so nothing is dropped.

read: tasks, leads, contacts

write: tasks

execute: nothing

Workflows

· Overdue chasing
· Sequence continuation
· Reminder generation

Every run needs a human approval before anything executes.

Patient Outreach assistant

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

read: patients, tasks

write: patients, tasks

execute: nothing

Workflows

· Recall panel review
· Lapse cohort outreach
· Contactability triage
· Follow-up tasks

Every run needs a human approval before anything executes.