AI Administrative Assistant
Keep the records current and the work moving.
SOC 2 Type II audited
Multilingual support
Give recurring administrative work a reliable owner. Your AI Administrative Assistant updates records, enters information, organizes requests, and carries out the repeatable tasks you assign in your business software.
Show them the process, provide the required access, and define where they should stop for a person. They can work through configured computer-use and connected workflows, leaving your team with completed tasks and a record of what changed.
Workflows
A conversation becomes an updated CRM record
Your team asks the assistant to update a customer record from an approved conversation summary. They enter the details and create the agreed follow-up task.
A request becomes a completed service form
A team member assigns a recurring form-entry task. The assistant checks the required details, enters them in the selected application, and reports completion.
An exception reaches its owner
A workflow requires information or approval the assistant does not have. They stop at the defined point and send the owner the details needed to finish.
Capabilities
Calendar
Advanced
Computer use
Integrations
Webhooks
API
Responsibilities
Keep records up to date
Enter approved customer and business information in the right fields and systems.
Turn requests into tasks
Capture the requested work, required details, owner, and next action using your process.
Complete repeatable workflows
Follow configured steps in supported business applications to carry out assigned administrative work.
Keep information consistent
Use the designated source record and your rules when copying information between connected tools.
Route approvals and exceptions
Stop at the defined decision points and send the responsible person the context needed to continue.
Report completed work
Record the task result, changes made, and any remaining action so your team can review the work.
FAQs
What tasks should we start with?
Choose recurring work with clear steps and a reviewable result, such as record updates, form entry, or creating follow-up tasks. Start with one defined workflow.
Can they use our existing business software?
Computer use lets an AI employee work through configured application interfaces. Vida will confirm the selected applications, access requirements, and workflow during setup.
How do we teach them our process?
Provide the instructions, examples, source information, and completion criteria. Test routine work and exceptions before assigning live tasks.
Can we control what they are allowed to change?
Yes. Define the permitted applications, records, actions, and approval points. Configure access appropriate to the responsibilities you assign.
What happens when something is unclear?
Set the situations that require a person. The assistant can stop, identify the missing input or decision, and hand the task over with useful context.
How do we know the work was completed?
Define the expected finished record or task result. Review the changes and completion evidence, along with any remaining action or exception.
