Welcome to AssistantAI — Setup Your Assistant

About you.

Tell us about yourself and your practice.

Full Name

Business Name

Email (primary)

Phone

Your Profession / Industry

How many people are on your team?

Your email.

We need to connect to your email to set up your assistant.

Email Provider

Email address to connect

Any other email addresses to monitor? (optional)

🔒 Your data is secure. We use OAuth authentication — we never see or store your password. Your emails are processed by Anthropic's Claude AI, which does not use your data for training. You can revoke access anytime.

What should your assistant handle?

Select everything you want automated. We'll configure each one.

Email Triage & Sorting

Automatically categorize and prioritize your inbox

Draft Replies in Your Voice

AI writes responses that sound like you

Calendar Management

Schedule meetings, avoid conflicts, send reminders

Automatic Follow-Ups

Never let a lead or client go cold

Client Communication Management

Handle routine client questions and updates

Lead Tracking & CRM Updates

Log interactions and update your CRM automatically

Document Management

Track contracts, forms, and deadlines

Your voice.

Help us match how you communicate so your assistant sounds like you.

How would you describe your communication style?

Paste a sample email you've written (helps us match your voice)

Your preferred greeting

Your email sign-off

Anything the assistant should NEVER do?

Any special instructions?

Review & submit.

Everything look right? We'll start configuring your assistant immediately.

What happens next: Our team reviews your setup in the next few hours. We'll configure your AI assistant, test it, and reach out when it's ready to go live. Most setups are complete within 24 hours.

🎉

You're in!

Here's what happens next:

1

Cal reviews your setupWithin 2 hours

2

Your Gmail connectsWithin 24 hours — we'll send a secure authorization link

3

First AI drafts appear in your portalWithin 48 hours

4

You're fully liveWithin 72 hours — running on autopilot

Your portal

portal.assistantai247.com

Direct line

(308) 249-6894 — Cal Bosard

Questions? Reply to your welcome email or use the chat on our site.

Let's set up your assistant.

You're in!