An AI assistant that helps you run the business behind the conversations.
A separate product from the AI Receptionist. This one works for you and your team — organizing next actions, flagging leads that need follow-up, and summarizing what matters, so you stay on top of the day.
The Receptionist talks to customers. The Assistant works for you.
They're separate tools that fit together. One handles the front-of-house conversations. The other helps you and your team run the business behind them.
AI Receptionist
Answers incoming calls and messages, responds to customers, captures lead details, and hands off to your team.
- Speaks and writes to your customers
- Handles inbound calls and messages
- Captures leads during conversations
- Works at the front door of your business
AI Business Assistant
Works alongside you and your team — organizing next actions, surfacing follow-ups, and summarizing activity so nothing slips.
- Works for you, not your customers
- Prepares your day and next actions
- Surfaces leads that need attention
- Sits behind the scenes of your business
It helps you start, run, and close out the day
Instead of digging through conversations, you get a clear view of what needs your attention and what to do next.
Start the morning
Opens with a short brief of new leads, overnight activity, and the follow-ups worth doing first.
Move through the day
Keeps a running list of next actions so your team always knows what to pick up next.
Wrap things up
Summarizes what happened and what's still open, so nothing carries over unnoticed.
Turns activity into a clear list of next actions
The assistant watches what's happening across your conversations and turns it into simple, prioritized tasks your team can act on.
Leads that need attention
Nudges the follow-ups before they go cold
The assistant keeps track of which leads are waiting on you, how long they've been waiting, and what the right next move is — so opportunities don't quietly slip away.
- Flags leads with no recent reply
- Highlights promised callbacks and commitments
- Suggests the next step on each opportunity
- Keeps your team aligned on who's handling what
A clear read on what's happening across your business
Ask a question or check a summary — the assistant pulls together activity from your conversations into something you can actually use.
Activity summaries
A plain-language recap of new leads, conversations, and follow-ups over any period you choose.
Customer context
Pulls together the history on a customer so you walk into every conversation prepared.
What needs attention
Surfaces the leads, callbacks, and open items that matter most right now.
Questions, answered
How the AI Business Assistant fits into your team.
They're two separate products. The AI Receptionist is customer-facing and handles incoming calls and messages. The AI Business Assistant is internal — it works for you and your team to organize next actions, surface follow-ups, and summarize activity.
Owners, managers, and team members. It's a behind-the-scenes tool for running the business, not something your customers interact with.
No. It never speaks to customers. That's the receptionist's job. The assistant helps you act on what those conversations produce.
It prepares your day, flags leads that need follow-up, suggests next actions, gathers context on a customer, and summarizes recent activity.
They work best together, but the assistant helps you stay organized around your leads and follow-ups either way. You can start free and see what fits.
Put an assistant behind your business
Start free and let the AI Business Assistant organize your day, surface follow-ups, and keep your team moving.
LeadCaptain · Your AI front office