Agent at the Door
For calls and messages from a customer's AI agent. It shares your public facts and confirms nothing.
Reply Desk
Drafts a same-day reply to every new inquiry. Sends nothing until you say so.
The ECHO line
When the sender is someone's AI, it confirms nothing and asks for a direct way to reach the person.
For businesses that get inquiries by email, website form or WhatsApp and lose jobs to slow replies. The Reply Desk drafts, and you approve and send. Its rule is that complaints, refunds, and anything legal, medical or urgent come to you instead of getting an AI reply.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our free Role CardsSetup: about 15 minStarter5 of 5 free opens left
At a glance
- Never without your OK: sending anything, exact prices, dates, discounts.
- Stops on complaints, refunds, and anything legal, medical or urgent.
- Asks you one question instead of guessing.
Model fit
Best fit
- Everyday assistant
- Built into your business tools
Also fits
- Fast and low-cost
Avoid
- Personal agent (acts for you)
Short, reversible drafts don't need the biggest model. An everyday assistant, or your messaging tool's built-in agent in suggestion mode, is enough; a fast model helps if you get many inquiries a day. Don't give this role to an agent that can send as you.
Where it runs
- Messaging (WhatsApp, text)
- Website form
Risk
- Relationship
- Money
Reply Desk · RL-FO-01
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Turn on approval before anything sends (often called "Suggestions", "Review before sending" or "Always ask"). Nothing should reach Sent without you.
- Connect one channel only to start.
- Give it free/busy calendar access, without event details.
- If your tool allows it, block booking and payment actions for this agent.
- Keep your price ranges in one current file, and replace it when prices change.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Send it a test inquiry that asks for a discount and a Saturday appointment. It should draft a reply, flag the discount and the date for your decision, and promise neither.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.