Customer Assistant
Look after the first conversation
Answer website questions, collect customer details and arrange appointments, with a clear record of the steps taken.
Meet the Customer AssistantA DIGITAL WORKFORCE FOR SMALL BUSINESSES
Innocept brings AI-powered Digital Employees into your business to help with everyday work. Our vision spans customer service, sales, finance and reputation, with you in control of the tasks and decisions.
Start by configuring your Customer Assistant and connecting accounts. Website enquiries and appointment automation are in development.

Hi, can I book a consultation this week?
Of course. What would you like help with?
Get support with the routine work around your work.
Give your Customer Assistant a clear job to do.
Know what happened and where your attention is needed.
CURRENT RELEASE
Create a business workspace, configure your Customer Assistant and tasks, and connect Google Calendar, Sheets, Drive and Gmail accounts. Google account connections are available to permitted users while the app is being tested.
Connecting an account does not start automation. Website chat and automatic appointment booking are not enabled in the public release. Gmail message processing and sending, spreadsheet tasks and Drive document processing are still in development.
Calendar connection setup checks availability access. Drive setup checks API access, Gmail setup checks mailbox profile access, and Sheets setup checks granted permissions. We do not describe these checks as completed customer workflows.
Sales, Finance and Reputation Assistants are future plans. No release dates or business outcomes are guaranteed. Read about Google connections.
ONE BUSINESS. MANY WAYS TO HELP.
We’re starting with the Customer Assistant. The wider direction is a team of specialised Digital Employees across sales, finance, reputation and everyday operations, each with a clear role and boundaries you set.
Look after the first conversation
Answer website questions, collect customer details and arrange appointments, with a clear record of the steps taken.
Meet the Customer AssistantKeep opportunities moving
Our direction for sales: follow up leads, chase quotations and help your team keep track of the next customer conversation.
Stay on top of the everyday admin
Our direction for finance: follow up invoices, support payment reminders and surface the items that need your attention.
Keep listening after the job is done
Our direction for reputation: request reviews, gather customer feedback and highlight responses that need a personal follow-up.
A TEAM YOU CAN OVERSEE
As the digital team grows, our aim is one place for your activity feed, task history and monitoring: see what’s been done, what needs approval and what needs your attention.
PLANNED WORKFLOW · CUSTOMER ASSISTANT
A new customer shouldn’t have to wait for your working day to slow down. We are developing the Customer Assistant to handle these first steps and keep you informed. The following journey illustrates the intended workflow.
Your assistant welcomes website visitors and answers everyday questions using your services, opening hours and business information.
It asks what the customer needs and gathers their contact details, giving you a useful enquiry instead of an unfinished conversation.
It checks your connected Google Calendar, offers suitable times and confirms the booking. You can review the activity in your workspace.
BUILT AROUND YOUR WORKING DAY
From customer conversations to the admin behind the scenes, small teams have a lot to manage. These examples show the workflows we are developing for the Customer Assistant.

Trades & home services
Plumbers · Electricians · Cleaning teams
Collect the job description, location and contact details. Help customers arrange a visit while you focus on the work in front of you.
“Do you cover my area, and when can you visit?”

Salons & independent studios
Hair & beauty · Fitness · Creative studios
Answer service questions and guide website visitors towards an available appointment without interrupting your session.
“Which service should I book, and is Friday available?”

Consultants & local professionals
Consultants · Tutors · Small agencies
Understand what a new customer needs, gather a useful brief and arrange an introductory appointment in your calendar.
“Can you help with my project? I’d like to talk it through.”
HELP THAT KNOWS ITS PLACE
Configure the information and permissions your assistant will use as supported workflows become available. You stay in charge of the decisions that matter.
See how you stay in controlYOU SET THE BOUNDARIES
Review customer conversations, bookings and approvals together in your workspace.