Assistant · 7:00 AM
Prepared sample briefing: one inspection reply needs review, one supplier invoice has suggested coding, and two customer balances need attention. Open the linked proposals below to inspect their evidence.
Company assistants and reviewed proposals
Zepfolio ZepBot
Ask about the work. Review the evidence. Approve the next step. Keep assistance close to the records without handing over the decisions.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at ZepBot.
Sample Company
ZepBot workspace
ZepBotAssistants
Office assistant · Work lane · Sample Service Co. · Prepared fictional responses, not live AI
Prepared proposals
Reply draft · Sample Service Co. · Desk · Ticket 2048
Bill proposal · Sample Service Co. · Mail · Alpine Supply invoice AS-882
Review task · Sample Projects Co. · Accounting · Aged receivables
For owners, office managers and bookkeepers preparing next steps from connected records.
- 01Choose the company and assistant
- 02Inspect evidence and proposals
- 03Approve deliberately
The work, from start to finish
Assistants with company context
Use work and personal lanes and company context. Available tools and records remain restricted by access.
Evidence before action
Inspect linked conversations, visits and accounting records behind prepared proposals.
Reviewed next steps
Review reply and bookkeeping proposals. A suggestion is not a payment or send; authorized approval uses the relevant module workflow.
Prebuilt and custom workflows
Enable prepared checks or write custom review instructions and schedules. Reviews produce findings, not autonomous write permissions.
Company playbooks
Provide private instructions and reference documents and control which assistants use them.
Reminders and follow-through
Keep sorted mail, reminders and administrative to-dos near their company review context.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Zepfolio Marketing
Customer audiences, campaigns and follow-up
Zepfolio Portfolio
Cross-company cash, ownership and standing
Zepfolio Reviews
Customer reviews and service follow-ups
Zepfolio Chat
Company messaging and job conversations
Zepfolio Social
Company social campaigns and publishing
Zepfolio Expenses
Field receipts and employee expenses
Zepfolio People
Employee records, scheduling and payroll preparation
Zepfolio CRM
Customer relationships and sales pipelines
Zepfolio Time
Construction time tracking
Zepfolio Accounting
Contractor accounting
Zepfolio Projects
Construction project management
Zepfolio Dispatch
Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Is the sample using live AI?
No. Responses are clearly prepared fictional examples. Questions do not call AI or inspect company records.
Will approval send mail or transfer money?
Not in the sample. Approval only changes local status. Real actions require permissions and module approval workflows.
Can we create custom workflows?
Yes. Custom instructions and schedules sit alongside prebuilt checks. The sample supports fictional workflow creation and review.
Can an assistant see every company?
No. Company membership, module access and record permissions constrain evidence and actions.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial