Personal assistant

The Personal assistant is a recipe for a voice agent reachable by phone, to assemble yourself (it is not a shipped template — see Typical business agents). It books appointments, checks your calendar, sorts your mail, and can collect a deposit before confirming.

What it does

• Answer the phone — a caller can request an appointment by voice.
• Book a prepaid appointment — the assistant proposes a time slot, generates a payment link, and only confirms after payment is received.
• Daily report — a morning recap (today's calendar, messages to handle).
• Reminder — a nudge before an upcoming appointment.
• Mail triage — sorts incoming emails and surfaces what matters.
• Targeted transfer — routes a priority caller to a direct line.

How it is assembled

1. Channel — real-time Telephony (inbound voice).
2. Calendar — Google Calendar to check availability (google.calendar_list_events) and create the appointment (google.calendar_create_event).
3. Payment — a Stripe payment link (stripe.create_payment_link), then payment verification (stripe.check_payment) before confirming. To ensure a slot is booked only once, materialize the slots in a no-code database and reserve them with database_manage.claim_row.
4. Mail — a triage agent on the Email channel (email_inbound receiver).
5. Transfer — phone_gateway.transfer_call tool (SIP REFER) to a direct number, usable only during a call.

Adapting it to your context

• Define your appointment types, their duration and their price.
• Choose the transfer rules (who is a priority).
• Adjust the tone and the voice of the assistant.