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A versatile AI assistant for any business. Handles Q&A, scheduling, email, CRM updates, and document summarization — all with built-in PII protection and audit.

Ticket triage, FAQ resolution, escalation routing, and satisfaction tracking for customer support teams. PII stripped automatically.

HIPAA-ready patient intake, appointment scheduling, insurance verification, and follow-up reminders. PHI automatically protected by Guard.

Bookkeeping assistance, invoice management, expense categorization, and financial reporting for small businesses. Financial data protected by Guard.

Lead follow-up, property matching, showing scheduling, and market Q&A for real estate professionals.

Client intake, document organization, deadline tracking, and legal research assistance for law firms and legal departments. Privileged data protected by Guard.