The Admin Relationship

How the relationship works

The agent:

• Knows who its boss is and can identify you across channels
• Can proactively contact you via text, call, or email to ask for guidance
• Notifies you of important updates, escalations, and decisions that need review
• Maintains a direct chat interface where you can instruct the agent in natural language

This mirrors how a real executive assistant works. The assistant handles the routine. They keep you informed. They know when something is above their pay grade.

The admin chat

Your dashboard includes a direct chat interface with each agent. You can:

• Give real-time instructions: "For the next week, tell anyone asking about shipping that we're experiencing delays due to weather"
• Ask questions: "What were the most common customer complaints today?"
• Provide feedback: "Your last response to the Johnson account was too formal. Be warmer with returning customers."
• Override decisions: "Don't process the return for order #4521 — I'll handle that one personally"

The agent remembers these instructions and incorporates them into future behavior.

Proactive notifications

Your agent doesn't just wait for you to check in. It actively keeps you informed:

• Escalation alerts — "A customer is threatening legal action about order #8832. I've paused the conversation and need your guidance."
• Trend detection — "I've received 12 complaints about shipping delays today, up from an average of 2. You may want to check with your fulfillment partner."
• Opportunity flagging — "A prospect from Enterprise Corp is asking about bulk pricing. This could be a significant deal."
• Summary reports — Daily digest of conversations handled, escalations, and key metrics