Moneli Assistant
Set up for you

Nothing here is self-service.

We build the phone assistant, load it with what you tell us, and stay on the line while you try it. We also build the chat assistant's private machine for your business. You keep your number the whole way through.

From first conversation to two assistants

  1. You ask, and a person reads it

    The form on this site writes down that you asked and emails us. It does not create an account, provision a machine or charge anything.

  2. A twenty-minute conversation

    We talk about the calls you miss, the questions you answer, and the work that follows a call: documents, invoices, receipts, reminders or follow-up. You can ask anything, including what will not be a fit.

  3. We build the shared foundation

    We set up your account and write in your hours, services and policies. That is the information both assistants use. It is our work, not a wizard you fill in.

  4. You ring the phone assistant yourself

    We give you a test number. Call it, ask the awkward questions your callers ask, and tell us what it got wrong while we can fix the wording with you.

  5. You forward your line when ready

    Forward your existing number all the time, after hours only, or only when nobody picks up. Your number does not change, and you can undo it from your phone provider.

  6. We build the chat assistant's private machine

    The assistant your team chats with runs on a machine for your business alone, not a partition of a shared one. We tell you when it is ready rather than showing you an empty page and calling it self-service.

  7. Your team starts with real work

    Make a finished document, read a receipt into the books, set a reminder or work from an existing file. If you want email or another connected service, you choose and connect it in Settings.

What you will need from your side

Somebody who knows the answers

Half an hour with whoever actually knows the hours, policies, regular questions and the work you would like the team assistant to take on.

Access to your phone settings

Whoever can set up call forwarding on your line — usually your phone provider's app or portal. We tell you exactly what to type.

Your own optional connections

To send email, you connect a mailbox you control. To use a calendar or repository, you choose that connection too. The assistant can always return a finished file to download without either.

The chat assistant, honestly

A real private machine

Its documents, books and working memory live on infrastructure built for your business alone. That isolation is why chat setup is a piece of work we do, and a real cost we carry.

Review the finished work

It can prepare files and organize records, but important figures, wording and filing decisions still need a person to review them. It helps keep the work moving; it does not remove your judgment.

Start with a call

Twenty minutes, no obligation, and you will know whether the phone, the chat assistant or both are worth your time. We reply within one working day.

Or email info@moneliautomation.com.