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AI Executive Secretary

An executive secretary that asks before it acts

Missions with targets and authorisation, commitments tracked in a follow-through ledger, email drafted for your approval rather than sent behind your back, and a calendar that proposes before it books. Six channels, hard autonomy limits, full audit. In English and Arabic.

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Live agent monitoring for a demo tenant: counts of agents on call, available, in wrap-up and on break, then a card per agent showing their name, their state and how long they have been in it, the campaign they are on, their language and a listen button
Built by BroadNet, 22 years in telecom 11 languages, Arabic dialect-aware BYOC, your carriers Compliance-supporting controls

Quick answer

What is the AI Executive Secretary in DialerBee? It is a DialerBee product for an individual executive, running on the platform's AI voice agent stack as the Executive Layla agent, available in English and Arabic. It opens on a Today view with an overview, recent activity and the decisions waiting for you. It runs missions with targets and authorisation, records commitments as they are created, confirmed, verified or renegotiated into a follow-through ledger, and keeps a people directory with per-person history, relationship notes and a follow-up policy. It works across six validated channels: voice, WhatsApp, SMS, email through a Google or Microsoft connection with inbox ingest, triage and drafts submitted for your approval before sending, calendar with availability, intents, propose, authorise, confirm, reschedule and cancel, and documents with a shared folder, document requests and one-time upload links. Control sits with you through authority and autonomy limits, stop and resume, kill switches, blast-radius limits, instruction contracts, a full audit trail and a configuration export.

What you get

Everything in one workspace

Today view

One screen for the day: an overview, the activity that has happened, and the decisions that are waiting for you. Nothing moves on a decision until you make it.

Missions with targets

A mission is a standing objective with a target and an explicit authorisation. The secretary works the mission inside the authority you gave it.

Commitments and follow-through

Commitments are created, confirmed, verified or renegotiated, and every one of them lands in a follow-through ledger. What was promised, and whether it happened.

People directory

A record per person with their history, relationship notes and a follow-up policy, so the third conversation starts where the second one ended.

Email that waits for approval

Connect Google or Microsoft. The inbox is ingested and triaged, and outgoing mail is submitted to you as a draft, with attachments, before anything is sent.

Calendar with authorisation

Availability and intents, then propose, authorise, confirm, reschedule and cancel. The authorise step is the one that keeps your diary yours.

Documents

A shared folder, document requests when you need something from someone, and one-time upload links for the people who should not get an account.

Six channels, validated

Voice, WhatsApp, SMS, email, calendar and documents, each validated before it is used, so a channel is either configured properly or it is off.

Authority and autonomy limits

You set what the secretary may do on its own and where it must stop and ask. The limits are configuration, not a prompt someone wrote once.

Stop, resume and kill switches

Stop it, resume it, or cut it off entirely. Blast-radius limits cap what a single mistake can reach before you notice it.

Instruction contracts

Standing instructions are recorded as contracts the secretary works to, so its behaviour is something you can read back rather than guess at.

Full audit and config export

Every action is auditable and the whole configuration exports, which is what a regulated business needs before it lets an agent touch a mailbox.

Missions and commitments

It tracks the promise, then checks it happened

Most assistants stop at scheduling. The Executive Secretary works missions: a standing objective, a target, and an authorisation that says how far it may go on its own.

Along the way it records commitments. A commitment is created, confirmed, verified or renegotiated, and all of that lands in a follow-through ledger. Six weeks later the question is not what everyone remembers. It is what the ledger says.

  • Missions carry a target and an explicit authorisation
  • Commitments created, confirmed, verified or renegotiated
  • A follow-through ledger over all of them
  • A people directory with per-person history, relationship notes and a follow-up policy
The DialerBee agent workspace for a demo tenant: a conversation list on the left, a customer record in the middle with contact fields, dated notes and linked records, and a Customer 360 panel on the right with History, Notes and CRM tabs and a set disposition button

Email, calendar, documents

Drafted for you, sent by you

Connect the executive's mailbox through Google or Microsoft. The secretary ingests and triages the inbox, and when it writes, it submits a draft with its attachments for approval. It does not send on your behalf until you say so, and the audit trail records what was drafted, what was approved and what went out.

The calendar works the same way: availability and intents, then propose, authorise, confirm, reschedule or cancel. Documents live in a shared folder, with document requests and one-time upload links for people who should never need an account.

  • Google or Microsoft mailbox connection, with inbox ingest and triage
  • Drafts submitted for approval before sending, attachments included
  • Calendar availability and intents, then propose, authorise, confirm, reschedule, cancel
  • Shared folder, document requests and one-time upload links
  • An audit trail across all of it
The campaign management screen in the DialerBee admin console for the Northwind Demo tenant: seven campaigns in one table, each row showing its status of draft, stopped, completed or paused, its dialing mode of progressive or preview, its gateway, its queue, and view, start, edit and delete actions, with a search box and status and mode filters above the table

Control

The limits are the product

Nobody hands an AI their inbox and their diary on trust alone. So the controls are not an afterthought here. You set authority and autonomy limits that say what the secretary may do alone and where it must come back to you.

You can stop it and resume it. There are kill switches. Blast-radius limits cap how far any single action can reach. Standing instructions are recorded as instruction contracts you can read back, every action is audited, and the entire configuration exports for review.

  • Authority and autonomy limits set per executive
  • Stop, resume and kill switches
  • Blast-radius limits on what one action can touch
  • Instruction contracts you can read back
  • Full audit and configuration export
The reports screen in the DialerBee admin console for the Northwind Demo tenant: fifteen standard report cards covering campaign summary, agent performance, CDR, compliance audit, cost analysis, quality metrics, call recordings, abandoned calls, queue performance, DNC compliance, inbound and outbound calls, agent utilization, lead conversion and supervisor overview, above a date-range selector and a generate report button

How it compares

A general AI assistantDialerBee AI Executive Secretary
Sending emailSends on your behalf and tells you afterwardsSubmits a draft with attachments for approval; you send
Booking your timeWrites to the calendarAvailability and intents, then propose, authorise, confirm, reschedule or cancel
Keeping track of promisesWhatever is in the threadCommitments created, confirmed, verified or renegotiated, in a follow-through ledger
LimitsA system promptAuthority and autonomy limits, blast-radius limits, stop, resume and kill switches, instruction contracts
Proving what it didChat historyA full audit trail and a configuration export
ChannelsChat, and whatever plugs inVoice, WhatsApp, SMS, email, calendar and documents, each validated

Frequently asked questions

What is the AI Executive Secretary in DialerBee?+

It is a DialerBee product for an individual executive, running on the platform's AI voice agent stack as the Executive Layla agent. It works across six channels, voice, WhatsApp, SMS, email, calendar and documents, and it opens on a Today view holding an overview, the recent activity and the decisions waiting for you.

Will it send email without me seeing it first?+

No. The mailbox is connected through Google or Microsoft, the inbox is ingested and triaged, and anything the secretary writes is submitted to you as a draft, attachments included, for approval before it is sent. The audit trail records what was drafted, what was approved and what went out.

What is a mission?+

A standing objective with a target and an explicit authorisation. The authorisation is what makes it safe to leave running: it defines the scope the secretary is allowed to work in, and beyond that scope it comes back to you.

What is the follow-through ledger?+

Commitments are recorded as they are created, confirmed, verified or renegotiated, and the ledger is the record across all of them. It is the difference between believing something was promised and being able to show it.

How do I limit what it can do on its own?+

Through authority and autonomy limits, which you configure rather than write into a prompt. There are also blast-radius limits capping what any single action can reach, stop and resume, and kill switches. Standing instructions are recorded as instruction contracts you can read back at any time.

Can it handle documents people send in?+

Yes. There is a shared folder, and the secretary can raise document requests when it needs something from someone. Those people can be given a one-time upload link, so a supplier or a lawyer can send a file without being given an account.

What languages does it work in?+

English and Arabic. That is narrower than the DialerBee platform, which handles 11 languages, so it is worth confirming the languages your counterparts actually correspond in before you roll it out.

Can I prove what it did, months later?+

Every action is auditable and the full configuration exports, so you can show both what happened and the limits it was operating under at the time. For a regulated business that combination is usually the condition of letting an agent near a mailbox at all.

See the secretary draft, propose and wait for approval

A 30-minute walkthrough on a demo tenant, in English or Arabic.