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 AssistantHOW YOUR DIGITAL TEAM WORKS
Give your business digital support with clear responsibilities. Innocept brings together business knowledge, tasks, permissions and activity, with a vision that spans customer service, sales, finance, reputation and operations.

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.
YOUR FIRST DIGITAL EMPLOYEE
Our first planned workflow helps website visitors get answers, share their details and book an appointment. Configure the role today; the public website-chat and booking workflow is not enabled yet.
Discuss your first setupHi, can I book a consultation this week?
Of course. What would you like help with?
CUSTOMER ASSISTANT · PLANNED TASKS
These are intended capabilities under development, not a list of automations currently running in the public release.
Answer questions about your services, opening hours and service area using the business information you provide.
Ask about the service, location and customer’s requirements, then collect contact details so your team has context.
Check Google Calendar, offer available times and create a booking with a confirmation in the website conversation.
Give your Customer Assistant a name, share your business knowledge and choose the tasks you want it to handle.
Choose which actions happen automatically, which need your approval and which your assistant cannot take.
Review conversations, customer details, bookings and important actions in your workspace. Pick up with the context already there.
MAKE IT YOURS
You know your business. Share what matters, connect the tools you use and choose where a helping hand makes the biggest difference.
Add your services, business information and the details your Digital Employee needs to do its job.
Start with the Customer Assistant. Choose the tasks it handles and the information it should collect.
Decide what happens automatically and what needs your approval. For customer enquiries and appointments, add website chat and connect Google Calendar.
Review tasks, activity and approvals in your workspace. The wider vision extends this shared oversight as new specialist roles are added.
CONTROL BUILT IN
Clear permissions and visible activity are the foundation for every Digital Employee. You can configure these boundaries now; automated actions depend on the availability of each workflow.
A FEW HELPFUL ANSWERS
A Digital Employee has a defined business role, a set of tasks and permissions you control. Innocept starts with the Customer Assistant. Our wider vision includes specialist roles for sales, finance, reputation and everyday operations.
No. Innocept is a digital workforce platform for the wider business. The Customer Assistant is the first role; Sales, Finance and Reputation Assistants are part of our expansion direction, alongside shared activity feeds, task history and monitoring.
Innocept is designed for small and local businesses that need support with routine work across a busy day. Trades, home services, studios, salons and consultants can start with customer enquiries and appointments. Tell us about the other tasks you want help with too.
Website chat is the planned first channel. It is not enabled in the current public release.
Google Calendar connection setup is available. Automatic appointment booking is not yet enabled in the public release.
You can configure task permissions. Human handover and approval behaviour must be validated for each workflow before it is enabled.
No technical knowledge is needed to describe your business or choose tasks. Adding chat to your website may involve the person who manages your site; we can discuss that during setup.
Contact our team with a little about your business and the support you need. We can discuss a suitable setup and pricing before you decide.
You choose which account to connect for each product. We request separate consent for each connection and store the account label and connection status in your business workspace. Access credentials stay on the server.
The Google consent screen describes the account-wide permissions requested, which are broader than the connection checks currently performed. No email, document or spreadsheet automation starts when you connect. Account connection does not mean Google has verified or endorsed Innocept.
Disconnect accounts in your business’s Connections page. Read our privacy policy for data handling and deletion information and our terms of service.