Personal

Personal covers freelancers, consultants, creators, and individuals running a single line: inbound coverage, outbound reminders, and desk execution without a front-office staff. Same stack as Businesses; narrower scope.

Operating map

Profile	Coverage gap	Configuration
Freelancer / consultant	Client calls during deep work	Inbound with rates and availability; Calendar booking; Desk Chat for proposals
Creator / coach	Fragmented DMs and missed follow-up	Capture inbound interest; session reminder calls; Inbox for replies
Side operation	Primary job hours bury the line	After-hours inbound; reminder calls for quotes and deposits
Personal assistant line	Self as single point of failure	Outbound reminders for renewals and appointments; Contacts for frequent parties
Solo household	No care team	Confirms and self-nudges; Phone Line escalation to a trusted number

Surfaces

Need	Location
Persona and knowledge	Agents → Voice
Desk agent skills	Agents → Desk Chat
Number and escalation	Agents → Phone Line
Call review	Calls → Recents
Follow-up / invoices	Voice Desk Chat · Invoices
Outbound schedule	Reminders

Rollout sequence

Set up Voice Desk
Configure Agents — Voice · Desk Chat · Phone Line
Connect Calendar (and Gmail if emailing)
Schedule Reminders
Operate from Recents

Care coordination for others: Families. Team or multi-location ops: Businesses.

Getting started

Agents

Calls

Voice Desk

Scheduler

Inbox

Spending

Admin

Use Cases

Operating map

Surfaces

Rollout sequence

​Operating map

​Surfaces

​Rollout sequence

Operating map

Surfaces

Rollout sequence