AI Secretary Add-OnLive

Your AI Chief of Staff. Available 24/7.

You're on the job, not at a desk. Your AI Secretary answers your calls, captures what each caller needs, and delivers a daily briefing on what actually matters — so you can focus on the work that pays.

Add-on to any Done For You Hub plan. From $39/month.

You're missing more than you realize

Calls come in while you're on a roof, under a sink, or driving between jobs. Every one that goes to voicemail is a lead that might call the next business on the list, and every promise made on the phone is one more thing to remember.

Everything a great secretary would do

Without the salary, benefits, or sick days. Your AI Secretary works around the clock so nothing slips through.

AI Answers Every Call

A professional AI voice answers your business line 24/7. Takes a message, captures the caller's name and reason, flags urgency, and logs everything — so you never hear "I called three times and no one answered" again.

Daily Briefing. What You'd Miss.

Every morning at 5 AM, your AI Chief of Staff delivers a briefing synthesized from your calls, texts, and contacts. Not a log of everything — a short summary of what needs your attention today and why.

Going Quiet Detection

Your AI tracks how recently you've heard from each person who calls your Secretary line. Relationships cooling down get flagged before they go cold — so you stay top of mind with the clients and contacts who matter most.

SMS from Anyone You Approve

Add your family, key clients, and important contacts to your approved list. Text messages from approved numbers are captured and surfaced in your briefing — so nothing important gets buried.

Action Items, Automatically Extracted

From every call, your AI extracts specific action items — "call back Thursday", "send revised quote", "follow up on permit". No more trying to remember what you committed to.

Your morning briefing. Every morning at 5 AM.

Not a log of everything. A short synthesis of what you'd miss — across your calls, texts, and contacts — distilled by your AI Chief of Staff into exactly what needs your attention today.

Today's plan

Up to three things to focus on today, drawn from your calls and commitments

Commitments from calls

Things agreed on the phone that need follow-through

Overdue items

Commitments that are past their due date

Waiting on others

People you've been waiting on for more than three days

Quiet contacts

Contacts you haven't heard from in 14–28 days

Stale projects

Topics with no activity in 21+ days

Emailed to you every morning. Both plans also get a Monday weekly briefing.

Pro & Executive feature

A professional AI voice that answers every call

Your AI Secretary picks up every call with a professional greeting, asks for the caller's name and reason, captures their message, and flags urgency — then logs it automatically to your briefing and action items.

  • Professional greeting with your business name
  • Captures caller name, company, and reason
  • Detects spam and sales calls — skips the noise
  • Flags urgent calls immediately
  • Full transcript in your dashboard
  • Goes quiet? Flags in your briefing

INCOMING CALL — 2:34 PM

Mike Thompson

Thompson Roofing Supply

“Calling about the estimate we requested last week — wondering if you can get us in before the storm.”

Time-sensitiveCallback requested

ACTION ITEM EXTRACTED

Call Mike Thompson back before Thursday re: storm estimate — urgent

All of this while you were on the job site.

Add AI Secretary to any plan

AI Secretary is an add-on that works with any Done For You Hub subscription. Less than one missed call's worth of revenue per month.

Most Popular

Pro

A dedicated AI phone line and daily briefings

$39/mo add-on
  • Dedicated AI phone number
  • AI voice answers every call
  • Call transcript + analysis
  • Action items from every call
  • Daily morning briefing at the time you choose
  • Weekly briefings (Mondays)
  • Going Quiet contact tracking
  • 25 approved SMS contacts
Get Started

Executive

Everything in Pro, plus call recordings

$79/mo add-on
  • Everything in Pro
  • Call recording + storage
  • Unlimited approved contacts
Get Started

Requires an active Done For You Hub subscription. Cancel anytime.

Frequently asked questions

What happens when my AI Secretary receives a call?

Your AI Secretary answers using a professional greeting customized to your business name, handles the call (booking requests, service inquiries, pricing questions, appointment confirmations), and sends you a summary with the caller's name, number, and what they needed. If it's urgent, you get an immediate notification. Call transcripts are available in your dashboard.

Does AI Secretary work with my existing phone number?

AI Secretary provisions a dedicated phone number that routes through your AI. You can forward calls from your existing number to this line, or use it as a dedicated after-hours line. It works alongside your existing setup — you don't need to change your main business number.

What does the daily briefing include?

Your morning briefing pulls together your calls, the commitments made on them, and anything overdue into a short summary. It highlights what needs your attention today and flags any contacts going quiet (haven't heard from in a while). It's emailed to you every morning at the time you choose (5 AM Eastern unless you change it).

Is there a free trial?

No — plans are billed monthly from the day you subscribe. There's no long-term contract, so you can cancel anytime from your billing settings.

Last updated: October 2026

Ready in minutes

Stop missing the calls that matter

Get a dedicated phone number and your AI Secretary is live. Set it up once and it handles the rest — forever.

Add AI Secretary — from $39/mo

Requires a Done For You Hub account. Cancel anytime.