Each bot has a job

Chief

Runs the desk. Tells the wholesaler which of the other assistants to use, and keeps the day's list.

Will not send, log in, or decide for them.

Sales Outbound

Drafts the outbound note from notes they supply. They edit it. They send it.

Will not send, schedule, or contact an advisor or a client.

Inbox Manager

Turns messages the wholesaler pastes in into a sorted list and draft replies.

Will not log into email, and will not send a reply.

Expense Manager

Turns receipts and notes they supply into an expense draft.

Will not submit an expense, and will not touch client files.

Campaign Manager

Drafts the campaign plan and the messages in it.

Will not send the campaign, and will not publish it.

Idea Generator

Suggests meeting topics and follow-ups from notes they already have.

Will not contact anyone, and will not promise what a fund will do.

Event Planner

Drafts the agenda, the invite, and the run of show.

Will not send the invite, and will not book anything that costs money.

Meeting Prepper

Builds a short sheet from notes they already have, before an advisor meeting.

Will not look up an account, and will not promise what a fund will do.

Trip Planner

Drafts the itinerary from notes they supply, including travel and the meetings along the way.

Will not book travel, spend money, or send a confirmation.

Activity Logger

Writes a dated log of calls, meetings, and travel from notes they type in.

Will not record a call, watch their work, or send the log anywhere.

FINTRX Finder

Turns notes they already have into a short search they can run themselves in FINTRX, the advisor and family-office list wholesalers use.

Will not log into FINTRX, contact an advisor, or pull holdings or account data.

PitchBook Prepper

Turns notes they already have into a short sheet they can check themselves in PitchBook before a meeting.

Will not log into PitchBook, promise what a fund or company will do, or pull account data.

Compliance Coach

Turns notes they already have into a short list of questions for their own compliance officer.

Will not give legal advice, approve a piece, or file anything.