Personal Agents

How it works

How an AI assistant works, in plain pictures.

No tech talk. Eight short steps. Press play, or tap through at your own pace.

How an AI assistant works on your own computer A picture of you, your computer with the assistant, its notebook and its tools inside, the AI model it thinks with, and your accounts. Eight steps light up in turn. Your computer ON A Your assistant Its notebook Its tools You Claude the thinking Your accounts Email Calendar Your apps Phone Web Desk On a schedule Any new quotes? who you are your prices where we left off encrypted Read your email? Yes No DRAFT You: Send 2 quotes need you Click to see them

Step 1 of 8

You ask, in plain words.

Type it the way you would ask a person. No special words needed.

The eight steps, in words
  1. You ask, in plain words. Type it the way you would ask a person. No special words needed.
  2. It reads its notebook first. Your assistant keeps a notebook: plain files in a folder on your computer. Who you are, how you like things, your prices and your rules, and where you left off. It reads them before it answers, so you never start over.
  3. It thinks. Your words, and what it read for this task, travel over a locked (encrypted) connection to Claude, an AI made by a company called Anthropic. That is where the thinking happens. The answer comes back in seconds.
  4. It uses tools, with your permission. It can open files, search, and work in the accounts you connect, like your email and calendar. The first time it needs something new, it asks, and you say yes or no. It never sees your passwords.
  5. It drafts. You send. Every message to a customer is a draft that waits for you. You read it, change what you like, and press Send. Your assistant cannot send anything on its own.
  6. It writes it down, so it remembers. When you say “wrap up,” it saves where you left off in its notebook. That notebook is its whole memory, and it lives on your computer. Tomorrow it picks up right where you stopped.
  7. One assistant: your desk, the web, your phone. Your phone and the web are windows into the one assistant on your computer. So that computer has to be on and awake.
  8. It comes to you. Now and then a small pop-up, bottom right, offers one idea or reminds you of something due. Click it and your assistant opens with the question already asked.

In your business

What that means for your quotes.

It only knows what you tell it

Your services, your price guide and your own past replies go into its notebook. That is where its prices and its wording come from, not from guesses.

It can be wrong, so you approve

AI makes mistakes. That is why every reply is a draft that waits for you. You read it, change what you like, and send it yourself.

It stays yours

The notebook is a folder of plain files on your own computer. Your email and your accounts stay yours. We never hold your passwords.

How you get it

Five steps. About an hour of your time, from home.

  1. Buy online

    $200, one time, at checkout. No monthly fee to us.

  2. Fill in one form

    Your services, your price guide, and 5 to 10 replies you've sent before, with customer names taken out.

  3. We build and check it

    We build your assistant for your trade and test it against sample quote requests before we send it to you, usually within one business day of your form.

  4. Paste one message

    You paste one message into Claude, the AI app your assistant runs in. It walks you through setup one step at a time. About an hour, from home.

  5. Approve your first draft

    It writes a test draft to you first. After that, every new quote request gets a draft. You edit, approve and send.

See what you get and what it costs

Every customer hears back the same day. You stay in charge.

$200, one time. No monthly fee to us. Refund promise in writing.

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