Calendars
Check availability, create bookings, reschedule appointments, and send reminders.
Google Calendar · Outlook · Calendly// Meet Lisa
One assistant.
Your tools, connected.
Lisa can answer calls and messages, understand what a customer needs, complete the next task in the tools your team already uses, and bring a person in when judgment is required.
Phone, WhatsApp and web chatHuman handoff built in
Live workflow map All connections ready
LisaAI assistantListening
31Google CalendarBookingsConnected
SSlackTeam alertsConnected
CYour CRMCustomer recordsConnected
@EmailFollow-upsConnected
✓
Appointment workflow completedCalendar booked · CRM updated · team notified
Customer callsWhatsAppWebsite chatEmailOne shared assistant
// Real situations
See the work after the conversation.
Choose a situation. Each mockup shows what the customer says, what Lisa understands, which tools she uses, and what your team sees next.
Clinic · Incoming call
A caller needs a Thursday appointment.
Lisa checks approved availability, confirms the caller’s details, books the slot, and leaves a clean record for the front desk.
- 01 Understands the request
- 02 Checks live availability
- 03 Confirms and records the booking
Lisa workflow
Call · 01:42AM
Ama MensahIncoming call
LiveCaller
Can I book a consultation for Thursday morning?
Lisa
Yes. I have 10:30 available. Shall I reserve it for you?
IntentAppointment booking98% match
31
Google CalendarThursday, 30 July
09:00 Busy10:30 Selected11:45 Free
✓
Consultation bookedAma Mensah · 10:30 GMT
C
CRM record updatedAppointment added to timeline
Done
Property business · WhatsApp
A new enquiry becomes a useful lead.
Lisa asks the questions your sales team needs, records the answers in your CRM, scores the opportunity, and gives the right person the context.
- 01 Captures budget and timeline
- 02 Creates the CRM contact
- 03 Assigns the best sales owner
Lisa workflow
WhatsApp · ActiveKO
Kwame OwusuWhatsApp enquiry
NewCustomer
I need a two-bedroom apartment in East Legon within three months.
Lisa
What budget range are you working with, and would you prefer furnished or unfurnished?
Lead statusQualified buyerHigh priority
C
CRM · New opportunityProperty sales pipeline
AreaEast Legon
TimelineWithin 3 months
Property2 bedroom
StageQualified
✓
Lead assigned to NanaConversation summary attached
S
Posted in #new-leadsSales team notified with next action
Sent
Customer service · Phone
An urgent issue reaches a person with context.
Lisa recognizes when automation should stop. She alerts the right team, shares a concise summary, and tells the customer what will happen next.
- 01 Detects urgency and sentiment
- 02 Pauses automated replies
- 03 Alerts a person on priority channels
Human handoff
Priority · HighEA
Esi AddoExisting customer · Phone
UrgentCustomer
My payment went through twice and I need someone to check it today.
Lisa
I have marked this as urgent and alerted the accounts team with your transaction details.
DecisionHuman review requiredAutomation paused
S
Slack · #accounts-urgentPriority handoff
!
Owner acknowledgedExpected response within 15 minutes
@
Email alert deliveredBackup notification sent to accounts
Sent
Professional services · CRM
No reply does not mean the lead is forgotten.
Lisa follows the timing and tone you approve, personalizes the message from the CRM record, and stops immediately when the customer replies.
- 01 Watches the approved schedule
- 02 Sends a relevant message
- 03 Records replies and next actions
Follow-up sequence
Day 3 · Step 2YA
Yaw AsanteWebsite proposal
Open✓Proposal sentMonday · 09:15
2Helpful follow-upToday · Ready
3Final check-inOnly if no reply
@
Email draftPersonalized from CRM context
To: Yaw AsanteOne detail that may help with your website decision
Hi Yaw, I wanted to clarify the handover and support included in the proposal you received...
✓
Scheduled for 09:30Sequence stops automatically on reply
C
CRM timeline updatedNext action and message recorded
Done// Connections
Use the tools you already trust.
Lisa can connect through approved APIs, webhooks, and automation platforms without forcing your team to replace everything.
CRMs
Create contacts, qualify opportunities, update stages, assign owners, and record interactions.
HubSpot · Salesforce · Zoho · Custom CRMsTeam communication
Post summaries, alert the right channel, request approval, and escalate urgent conversations.
Slack · Microsoft Teams · WhatsAppEmail and marketing
Send confirmations, nurture leads, stop sequences on reply, and keep context together.
Gmail · Outlook · Mailchimp · SendGridPayments and documents
Share payment links, confirm payments, issue receipts, and prepare approved documents.
Paystack · Stripe · Google Drive · DocuSignYour internal systems
Connect custom databases, admin dashboards, inventory tools, help desks, and APIs.
REST APIs · Webhooks · SQL · Custom softwareTool names describe possible integrations. Availability depends on the tool’s API, your account plan, permissions, and the workflow we approve together.
// Useful because it is controlled
Lisa knows what she may do and when to stop.
Each deployment receives its own knowledge, tools, permissions, escalation rules, tone, operating hours, and audit trail. The goal is reliable assistance, not uncontrolled autonomy.
See the safety approach →// Start with one real workflow
What should Lisa handle for your business?
Bring the calls, messages, spreadsheets, calendars, and handoffs your team deals with today. We will map the smallest useful version first.
Plan your Lisa workflowAsk a questionNo generic package forced on your process.