Screens the call
The caller is recognised by number before the greeting plays. A known client or a VIP goes straight through, an unknown number gets a message taken, and the person's own words set the opening line.
Personal assistant
A director, a legal partner, a regional manager: one person whose phone never stops. The agent screens the call, takes the message, keeps the diary, and texts them what happened.
What the agent does
The PA is the phone agent built from the Personal Assistant template: one person's own line, their own diary, and nothing else connected.
The caller is recognised by number before the greeting plays. A known client or a VIP goes straight through, an unknown number gets a message taken, and the person's own words set the opening line.
Who rang, what about, how urgent, and how to reach them. A recording of the caller saying their own name travels with it, and a hard-to-hear email address is taken by text.
Connected to the person's Google Calendar, Microsoft 365 or Apple Calendar, the agent reads what is free, books a meeting on the call, and moves one while the caller is still talking.
A per-number rule the person writes: this client always, anyone between nine and five, a message from everyone else. The onward leg is tracked, so the record shows whether they picked up.
Trading hours run on the clock of the number. In a meeting, on leave, or after six, the agent takes the message and says when to expect a call back.
Within seconds of the hang-up the person has a text and an email: who rang, what for, what the agent did. The whole call is on the dashboard.
How it goes for the caller
What the business gets
Every call logged with its summary, the message by text and email within seconds, meetings written into the person's own calendar with two permissions only, and the caller's own voice saying their name attached to the enquiry.
The PA template is deliberately narrow: one line, one diary, no job system, no CRM. A business that needs the agent writing into its own software wants reception instead; a person who wants an emergency path after hours adds the on-call ladder.
The same locked rules apply as to every agent: it never guesses, never pretends to be human, never takes card numbers, and never gives medical, legal or financial advice.
The person's own number can be diverted to the agent on busy, on no answer and when the phone is off. Or the agent gets its own local number for the business card, and the mobile stays private.
Sold through partners
Directors, partners, consultants and senior managers are the buyers: anyone whose phone is their business. You set the price, and setup is a calendar connection and a handful of caller rules, a quick win alongside the Microsoft 365 or Google Workspace you already look after. See the partner programme.
Works with
Direct connections, built and run by Talkgate. See all integrations.
Next step
A partner briefing shows the caller rules, a meeting landing in a live calendar, and the text arriving on the owner's phone. See also bookings and after hours.