
“Prepare my day every morning: appointments, last night’s calls, open enquiries.”
Weekdays at 07:00
A Co-Worker has a face, a job and fixed hours. They work in the background while you sell and advise – and ask you before anything goes out.
Examples. What a Co-Worker can read and write depends on your connections (e-mail, calendar, DMS).

You say the job in one sentence. The Co-Worker turns it into routines – daily, on weekdays, weekly or once.
Every Co-Worker has fixed hours. What they get done is in their channel in LISA Chat – and they only ping you when they need you.
MiaDay prep
FelixRouting enquiries
JonasCar is ready
RenateCirculars
Mia · 07:00 · Day prep31 appointments today, 4 calls from last night
Mia · Day prep31 appointments today, 4 calls from last night
Renate · Circulars2 new – one concerns the workshop
Felix · Routing enquiries6 enquiries to sales and service
Felix · Routing enquiries3 enquiries forwarded
Jonas · Car is ready4 customers: car ready – waiting for approval
Felix · Routing enquiries5 enquiries forwarded
Mia · End of dayTomorrow: 28 appointments, 2 courtesy cars still openAnything that sends or changes something comes to you for approval – to your phone if you like. Reject it and say briefly why, and it becomes a rule. It applies from now on.
Rules & instructionsWhat Jonas always sticks to.
Co-Workers can do everything LISA can do in the chat – e-mails, calendar, DMS reports, web search, documents. They only ever write to customers, they never call.
Mia · Day prep“Prepare my day every morning: appointments, last night’s calls, open enquiries.” Weekdays at 07:00A workflow is a fixed process you build step by step. A Co-Worker gets the task in one sentence – plans their own routines, reports to you in their channel and learns from your feedback.
No. Anything that changes or sends something comes to you as an approval. Only when you explicitly “always allow” a kind of action – after a security notice – do they handle it themselves.
When you reject an approval with a short reason, correct them or give feedback, it becomes a rule under “Rules & instructions”. It applies from then on.
Up to three per person, each with up to twelve routines.
Co-Workers are in beta and are unlocked per organisation. Ask us about it in the demo.
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