Microsoft 365
Work with supported Outlook email and Microsoft document services.
Your agency must connect its Microsoft account and allow the relevant email and document access.
Integrations
Connect the tools that carry your agency’s work.
Connect supported email, documents, agency information, and call and meeting transcripts to the work your team handles.
Google Workspace
Work with supported Gmail and Google Drive information.
Only the information and actions allowed by the connected Google account are available.
Documents
SharePoint
Connect selected document libraries and folders as agency knowledge.
An administrator must set up the connection with the required Microsoft access.
OneDrive
Connect selected document folders as agency knowledge.
Your agency selects the drive and folders. New documents must be ready for use before they are available to the assistant.
Agency communication
Microsoft Teams
Access your personal assistant through supported direct messages.
Your agency must set up the connection for each user. Group chats and channel conversations are not supported.
Agency systems
AMS360
Look up supported customer, contact, and policy information.
This connection looks up information. It does not change AMS360 records, keep accounts automatically in sync, or file documents.
Calls and meetings
RingCentral
Use available call transcripts, summaries, and action items to inform follow up work.
Requires access to RingCentral’s RingEX ACE call transcripts. This connection uses call information; it does not place calls.
Fireflies
Use meeting transcripts to help your assistant handle requests and follow up work.
Connect your Fireflies account to read available meeting transcripts. This connection does not control live meetings.
What you can use depends on the tools your agency connects and the access it allows.
Start with the work