SOLUTIONS/CREAFI AI

AI Secretary

A virtual assistant that works for you.

Handles requests and appointments, qualifies leads and stays available 24/7.

See how it works

Your ideas. Your direction. With AI.

AI secretary handling calls, requests and business appointments
AI SecretaryIllustrative preview
Automatic replies
Appointment management
Lead qualification
Available 24/7

ALWAYS ON

Routine work handled without losing the human context.

Calls, bookings and recurring requests can be handled continuously with business-aware assistance.

01

Answer routine requests

Provide approved answers about services and common questions to handle initial enquiries consistently.

02

Protect the team's time

Organise recurring requests and define which cases need a person, helping the team focus on the conversations that matter most.

03

Carry context into every interaction

Keep the information needed for the answer and next step close at hand, without restarting every enquiry from scratch.

HOW IT WORKS

A clear path from input to outcome.

Select a step to explore the workflow.

Illustrative workflow

Define what to handle

Set the requests, bookings and rules that matter.

Bring your brief to Creafi and start with this workflow.

WHY CONNECTED CONTEXT MATTERS

The best output starts with the right context.

Creafi keeps the information around the business close to the work, so each capability can make use of what came before.

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  1. Offer information can answer routine questions.

  2. Availability can shape booking logic.

  3. Customer history improves continuity.

  4. Escalations keep people focused on the right cases.

YOUR PROJECT, IN PRACTICE

An effective assistant knows when to hand over.

For recurring enquiries

Prepare approved answers about services, opening hours, contact options and common questions. Avoid ambiguous instructions: when a price varies or a request needs assessment, explain when to gather details and involve a person.

To organise the first contact

Define the information needed to understand an enquiry without collecting unnecessary details. A good flow identifies the reason for contact, gathers essential context and makes the next step clear. Confirm supported channels and integrations before activating it.

Before putting AI in charge of the flow

Test common questions, incomplete requests and out-of-scope cases. Check that answers do not invent availability, terms or promises. Provide a route to your team and review conversations to keep information current: continuous availability and quality need careful configuration.

PUT IT TO WORK

Design the handover as carefully as the answer.

Two practical ways to shape the work around a real project. Use the one that fits your goal and adapt the details to your business.

An enquiry outside working hours

Provide current opening hours, the information the assistant can share and the next step for requests that need the team. A useful response can clarify the request and organise its context without inventing a deadline. Explain how the person can reach a human and which details will help the team pick up the conversation.

Have a project like this in mind? Bring your own brief to Creafi.

THE FINAL REVIEW

Test the cases that need a person’s judgement.

Keep people in charge of the details that matter. Use these checks when the work is ready to be published, sent or shared.

  1. Use approved information

    Review service details and booking rules with the responsible person. Keep variable prices and exceptions out of fixed answers.

  2. Separate confirmed from pending

    Check the wording used for bookings and handovers. A collected request should not sound like an approved commitment.

  3. Review uncertain conversations

    Test incomplete questions and changes of topic. Use recurring gaps to improve the instructions and the route to human support.

FAQ

A few answers,
before you start.

What can an AI secretary handle?

Routine calls, booking requests and recurring questions are examples of work that can be delegated.

Does it know the business context?

The workflow is designed to use business information and rules when handling routine interactions.

Can a human take over?

Yes. Escalation paths can keep people involved whenever a case needs a human decision.

CONNECTED CAPABILITIES

Build the next layer from the same context.

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YOUR NEXT STEP

Set up your assistant.

Handle calls, bookings, requests and follow-ups with an assistant that knows the business.

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