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What your AI assistant does, how to use it, and where the limits are.
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EmailWhat gets flagged — and what gets left alone
What it is
While watching, your assistant judges each new email against your own world — your contacts, your calendar, your standing rules — and flags the ones that need your eye. Flags appear under the "Inbox" tab on the Email page — the AI-filtered inbox, and each one also puts a matching to-do on the desk's Tasks list. Urgent ones wear an "URGENT" tag. What gets flagged: - Mail written by a real person — a request, an introduction, news. The posture is generous: when in doubt, you see it. - Replies to mail you or your assistant sent — even when the answer arrives as a brand-new thread. - Anything your standing rules ask for. A rule naming a sender's address or their mail domain gets that sender a look even when Gmail files them under Promotions or Updates. What's left alone: - Machine mail — receipts, notifications, newsletters — unless it carries a real consequence for you. - Gmail's Spam and Trash: never read. - Gmail's Promotions, Social, Forums, and Updates tabs from senders you don't know. Your saved contacts and rule-named senders still get through. - Senders you've ignored: never read at all. - A stranger shouting "URGENT" earns nothing by itself — urgency is judged against your world, not obeyed.
Limits
- One flag per email thread. A new message on a thread you already handled flags again.
EmailCan my assistant have its own email address?
What it is
Yes. Your assistant can have a mailbox of her own — like a real assistant's — connected beside your Gmail. When someone emails her address and it needs an answer, she writes a reply herself. It waits under Drafts on the Email page, you get a phone notification, and you approve, edit, or discard it with a click. You're CC'd on what she sends.
How to do it
1. Create the address with your email provider (a Gmail or Google Workspace account for her). 2. In the left-side menu open your desk, then Desk Settings → AI Assistant → Email. Under "Mailboxes," connect it in the row named after your assistant. 3. Her inbox is watched from then on. Her replies appear under Drafts, marked with her name. 4. Paste her sign-off in the "signature" box on the same tab. 5. In chat or on a call, a new email you ask for goes from her mailbox by default, in her name, with you CC'd. Say "as me" for your own Gmail instead. A reply goes from the mailbox the email is in. By voice she reads it back and sends on your yes; in chat you click Send.
Limits
- Every email she writes needs your explicit okay — a click on Send, or your spoken yes after she reads it back. - One mailbox per assistant. - Deskcovered doesn't create the address yet — you make it with your email provider and connect it here.
EmailAsk about your email on a call
What it is
On a call with your assistant, your connected Gmail is in its reach: what needs your eye, an email by person or topic, and what a message says.
How to do it
1. Call your assistant and ask what needs your eye. It names the emails the watcher brought to you, the urgent ones first — the same list as the Inbox tab on the Email page. 2. Ask what came in lately, or for an email from a person or about a topic, and it searches your Gmail. 3. Ask what an email says or what the sender wants, and it gives you the gist and the asks in its own words. Ask to hear it read and it gives you the sender's exact words.
Limits
- Only the person who connected the mailbox can ask about it by phone. - It never reads an email address or a web link aloud; those are on your screen. - Replying by phone: say what to tell the sender and your assistant drafts it, reads it back whole, and asks "Okay to send?" — see "Send an email by voice". - If inbox watching is off, nothing has been sorted for you; a search by person or topic still works.
EmailConnect your Gmail
What it is
Each desk can connect one Gmail account. Once connected, your assistant can search it, read messages for you, prepare drafts, and watch the inbox.
How to do it
1. In the left-side menu, under "My Desk", click "Email". 2. If nothing is connected, the page says "No mailbox connected". Click "Connect Email". (The same button lives under Desk Settings → "AI Assistant" → "Email", under "Mailboxes".) 3. Google asks you to allow access. During beta, Google shows a "Google hasn't verified this app" screen — that's expected. Click "Advanced", then "Go to deskcovered.com (unsafe)", then allow the permissions. 4. You land back on the Email page with a "Gmail connected" note. If the connection drops later, the address shows "needs reconnecting" beside a "Reconnect Email" button — on the Email page and in the Email settings tab. Watching pauses until you reconnect.
By voice or chat
Nothing — connecting is your own click through Google.
Limits
- Only Gmail connects today. - One mailbox per desk. - The mailbox belongs to the person who connected it; teammates cannot search or read it.
EmailDisconnect your Gmail
What it is
Disconnecting removes Deskcovered's access to the mailbox.
How to do it
1. Open Desk Settings (the gear on the AI Assistant card) → "AI Assistant" → "Email". 2. Beside the connected address, click "Disconnect". What happens: access is revoked with Google and the saved access keys are deleted. Watching stops with it. You can also cut access from the other side, in your Google Account's security settings (myaccount.google.com/permissions). To pause only the watching and keep the connection, use the "Inbox watching" switch instead.
By voice or chat
Nothing — disconnecting is a click.
Limits
- Only the person who connected the mailbox, or an organization owner, can disconnect it. - A record that the address was connected (the address and its status) is kept for the security books, as the Privacy Policy describes.
EmailEmail reply signature
What it is
Your saved sign-off — it rides under every reply written from your desk, exactly as you paste it.
How to do it
1. On the Email page, click "Reply" on an email — your signature already sits at the bottom of the box, so you see the email exactly as it will send. Type above it. 2. To change it, click "Edit your signature" (or "Add your signature") right under the reply box. Desk Settings slides over; paste your sign-off, click "Save", and you're back at the reply with the new signature in place. 3. It also lives under Desk Settings → "AI Assistant" → "Email" → "Reply signature". Leave the box empty for none. "Polish" never adds its own closing on top — your signature carries the sign-off, so "Best," appears once.
Limits
- Only the person who connected the mailbox can set it. - Plain text only.
EmailHave your assistant search, read, draft, and send email
What it is
In chat, or by text, your assistant can search the connected Gmail, read a message and relay what it says, and prepare drafts — replies or fresh emails — into your own Gmail Drafts. The draft is shown to you whole; nothing sends until you say so.
How to do it
1. Ask — "find the email from the landlord", "what did she ask for?", "draft a reply saying Tuesday works." 2. The draft appears whole, then "Okay to send this to Dana?" Answer in your own words: a yes sends it; what to change rewrites it and shows it again; a no keeps it in Drafts. Ask who it goes to, or to see it again, and she answers. 3. In the app the draft is also a review card with "Send" and "Discard", and waits under "Drafts" on the Email page. 4. A held draft comes back up when you ask — "send the one to Dana after all."
Limits
- A reply goes from the mailbox the email is in. A new email goes from your assistant's own mailbox when one is connected, in her name with you CC'd; say "as me" for your own Gmail. - Sending is your explicit okay: your word in chat or by text after the draft is shown whole, a click on Send, or your spoken yes on a call. - Only the mailbox's connector can use these, and only their okay sends.
EmailSee and handle a flagged email
What it is
Flagged mail lands under the Email page's "Inbox" tab; Gmail keeps everything else. Unread is bold, read goes quiet; a lightning bolt before a name means urgent. The left-side menu's "Email" item counts unread. The assistant's own mailbox shares this Inbox; the "ALL MAIL" dropdown filters it.
How to do it
1. In the left-side menu, under "My Desk", click "Email", then "Inbox". 2. Click a row — opening it marks it read. A drawer shows a "Summary" and the message. A row's "⋮" marks read/unread or mutes the sender. When an email states a meeting, a "Suggested event" line sits under the Summary — "Add" puts it on the calendar, "Ignore" dismisses it (none for an event already there). Nothing lands without that click. 3. The drawer's bottom buttons: - "Reply": jot what to say and click "Polish", or type it yourself. "Send" sends; "Save draft" keeps it under Drafts. - "Reply all": shows only when others are on the email; it goes to everyone listed, you left out. - "Forward": type the address and a note — the original rides below, with its To and Cc. - "Ignore": clears and mutes this sender. Undo under Desk Settings → "Email" → "Ignored senders". A reply sent from Gmail marks the row read within 15 minutes.
By voice or chat
By phone, ask what needs your eye; she lists these, urgent first.
Limits
- Teammates see the rows; only the mailbox's connector opens the body.
EmailSend an email by voice
What it is
On a call, your assistant drafts a reply, or a new email to someone in your contacts, and sends it on your spoken okay after she reads it back whole.
How to do it
1. Say what to tell the sender — "reply to Dana that Tuesday at ten works." 2. She reads it back whole, names the signature, and asks "Okay to send this to Dana?" 3. Yes sends it. Say what to change and she rewrites it and reads it back. Ask who it goes to, or to hear it again; she answers. Anything else holds it in Drafts. 4. A waiting draft works the same way. 5. For a new email, name a person in your contacts — "email Dana that the slides are ready." The address comes from their card; two with one name, she asks. 6. Whose mailbox: a new email goes from your assistant's own mailbox when one is connected, in her name, you CC'd; say "as me" for your Gmail. A reply goes from the mailbox the email is in.
Limits
- Only the mailbox's connector approves by voice. - A send is a yes to a draft read back on this call. - No address by ear; no card means a typing job. - "Reply all" answers everyone on it. - Your yes is recorded: who, which call, when. - In chat or by text it works the same: the draft is shown whole; your typed yes sends it.
EmailSend email as your work address
What it is
Every email written from your desk can go out from the address people know — for example your company address — while your Gmail stays the one connected mailbox. The desk learns the addresses your Gmail account is set up to send as straight from your Gmail settings; nothing to type, and nothing has to be sent first.
How to do it
1. When you reply on the Email page, a "From" choice appears above the message whenever your account has more than one address. Pick one, like in Gmail. 2. To set the default for everything your assistant writes — by voice, in chat, or on the page — open your desk, then Desk Settings → AI Assistant → Email, and pick under "Send as." Save. 3. Missing an address? Add it in Gmail (Settings → Accounts → Send mail as) and verify it, then click Refresh on that card.
Limits
- Only verified addresses from your Gmail Send mail as list are offered; a pending one waits until Gmail verifies it. - Your assistant's own mailbox always sends as itself. - Reply all never sends to you at any of your addresses. - A second full mailbox is a later feature.
EmailTeach your assistant standing mail rules
What it is
Standing rules are your own words about what matters in your inbox — "Any email from a casting director should alert me." Your assistant reads them when judging every new email, and your rule outranks its defaults.
How to do it
Three ways into the same rule book: 1. In Desk Settings (the gear on the AI Assistant card) → "AI Assistant" → "Email", under "Standing rules": type the rule in "Add a rule…" and press "Save". The pencil edits a rule in place; the trash can deletes it. (The "Rules" button at the top of the Email page jumps here.) 2. In chat: tell your assistant the rule — "emails from casting directors are urgent." 3. By phone: say the same thing on a call with your assistant. However it arrives, the rule lands in the settings list, where you can edit or remove it. Rules apply to mail that arrives from then on. A rule that names a sender's address or mail domain does extra work: that sender's mail always gets a look, even when Gmail tabs it under Promotions or Updates.
By voice or chat
Both — a lasting instruction about kinds of email becomes a rule; a one-time ask or a question does not.
Limits
- Up to 25 rules, 200 characters each. - Only the person who connected the mailbox can add or change its rules — by any road.
EmailTurn inbox watching on or off
What it is
With watching on, your assistant checks the connected inbox for new mail about every 15 minutes and flags what needs your attention. Flags land on the desk's Email page and its task list.
How to do it
1. Open Desk Settings (the gear on the AI Assistant card) → "AI Assistant" → "Email". 2. Under "Inbox watching", click the switch. The line reads "Your assistant is watching this inbox" when it's on. 3. Click the switch again to stop. The checking stops. Watching starts from the moment you turn it on — older mail is never read, so switching it on over a full inbox is safe. On the Email page, the "Fetch" button at the top runs one check right now; the background check still runs every 15 minutes.
By voice or chat
Nothing — the switch is only yours to click. (What COUNTS as important can be taught by voice or chat — see standing mail rules.)
Limits
- Only the person who connected the mailbox can turn watching on or off. Everyone else sees the honest status. - If the Gmail connection needs a reconnect, watching pauses until it's reconnected.
EmailWrite a new email from the Email page
What it is
A fresh email, started on the Email page — on the desktop or in the app — and sent from your own Gmail. No thread needed, and no call to your assistant first.
How to do it
1. Open Email in the left-side menu, then click "New Email" at the top right (on the phone the button reads "New"). 2. In To, type a name from your contacts and pick it, or type an address. Each person becomes a chip; click its X to remove it. Cc and Bcc sit as links at the end of the To line. If your Gmail has more than one From address, pick it above the To line. Then a subject and your message. 3. Or jot what you want in the box and click "Polish": your assistant shapes it into the email, subject included. Change anything. 4. Click Send. Or click Save Draft to send it later from the Drafts tab.
Limits
- Only the person who connected the mailbox can write from it. - Your saved signature is added for you. - A saved new draft opens from the Drafts tab ready to edit: change anything, then Save or Send. No trip to Gmail. - Nothing sends until you click Send.
EmailWhat your assistant never does with your mail
What it is
The lines the email features never cross, whatever you ask of them.
Limits
- It never sends mail on its own. Every send is your explicit okay on a specific message — your word in chat or by text after it shows you the draft whole, a click on Send, or your spoken yes on a call after it reads the draft back word for word. No automatic replies. - It never drafts unasked. Drafts exist only when you ask for one — in chat, or with "Reply" on a flag. - It never reads Gmail's Spam or Trash. - It never reads your backlog. Watching starts at the moment you turn it on. - It doesn't call or text you about mail. Flags appear on the Email page and the Tasks list. - It doesn't keep your mail. Each flag keeps only its short summary, the sender, and the subject — never the body. The full text shows from Gmail when you open it. - An email can't talk its way up. A sender's words are reported material; "URGENT" from a stranger earns nothing. - Teammates can't read the mailbox. Searching, reading, drafting, and sending work only for the person who connected it — on the screens, in chat, and on a call. - By phone it reads only what you ask about, in summary; exact words only on request. It never reads an address or a link aloud. - Only Gmail connects today.
EmailNot yetDoes it work with Outlook or other email accounts?
What it is
Gmail only today. A desk can connect one Gmail inbox. Other email providers do not connect.
Limits
- No Outlook, Microsoft 365, Yahoo, or other providers today.
CallsHow does a caller get put through to me?
What it is
When a caller has said who they are and what it's about, your assistant places them on hold and calls you privately on the number saved under "Put calls through to" in Desk Settings (The Desk tab). Until that number is set, the assistant answers the line but can't put anyone through. On that private call, the assistant says who's holding and what it's about, then asks. Say yes in any words and you're connected; the caller hears your saved "Connecting" line. One shortcut: callers marked "Always put through" on their contact card, calling from a saved number, ring you directly with no screening. Flip that switch by voice or chat — "if Danny ever calls, send him straight through" — and say the word to turn it back off. After you're connected, the assistant can stay on quietly to take notes and write a short summary onto the line — only when the desk's "Call recording" switch is on and the caller said yes when asked. Otherwise it drops off. Either way, you can call it in by name mid-call.
Limits
- The assistant only announces the person the call is really for — a secretary who placed the call is not named in the announcement. - It never connects on a doubtful answer; when in doubt it takes word. - If that number forwards calls back to the desk, direct rings to it stop — install the app instead; Desk Settings shows a note.
CallsHow does my desk know it's me calling?
What it is
Call your desk's own number from the phone saved under "Put calls through to" in Desk Settings, and your assistant knows it's you. No screening, no intake — it greets you by name ("Hey [name] — what's up?", varied each call) and works as your own assistant: your day, your tasks, your calendar, your calls. You can write your own greeting for these calls: the "When [rep] calls in" card under Desk Settings › AI Assistant › Calls. You can also reach the same conversation without a phone — the "Speak" button at the top right of your assistant's card, on your desk's Overview.
Limits
- Recognition rides your caller ID. Calling from a different phone, or with caller ID withheld, you're treated as a regular caller. - Chitchat is welcome and files nothing — only real instructions land on the desk.
CallsWhat does my assistant say when it calls someone?
What it is
Calling out, your assistant announces itself with your saved "Opening a call" line (default: "Hi, I have [rep name] with [company name] for [contact name].") and then behaves like a person on a desk. It volunteers only who's calling. The reason comes out only if the other side asks what it's about — one short line. If no reason was put on the line, it never invents one: it says plainly that you didn't say what it's about, and that you'll have it when you talk. Your callback number is answer-only: it is given when someone asks for it, never pushed. If the person the call is for confirms it's them and now is a good time, the assistant puts you through. Anything you don't want said stays unsaid — it never guesses at dates, deal terms, or personal details; it says the office will follow up. It handles phone menus by pressing keys, waits quietly through screening recordings, and always ends with a real goodbye.
Limits
- It transfers only on a clear yes after its own announcement — never on a hello alone. - It never repeats a caller's words verbatim and never reads a message like a memo.
CallsWhat does the Recording setting control?
What it is
Two different things, two rules. Conversations your assistant itself handles — answering, screening, taking word, your own calls to it — are recorded and transcribed as part of how the service works: that's how it listens, takes messages, and writes them down. There is no off switch for that; it is the product. The "Call recording" switch in Desk Settings (The Desk tab) governs the part where you and the caller talk directly, after your assistant connects you — both the sound recording and the written transcript of that part. When the switch is ON, your assistant asks the caller before staying on — something like "mind if I stay on the line and record notes?". If the caller agrees, it stays on quietly, records, transcribes, and writes a short summary onto the line. If they decline or don't clearly agree, it drops off and that part is neither recorded nor transcribed — the call still connects either way. A caller's answer can be remembered on their contact card for next time. When the switch is OFF, callers aren't asked and nothing from that part is recorded or transcribed.
Limits
- Recordings and transcripts live on the line's drawer in the phone sheet. - You are responsible for using call recording lawfully in your area. - A direct call ("Call direct") has no assistant on it — nothing is recorded or transcribed, and nobody is asked.
CallsWhat does the spam mark mean?
What it is
When your assistant thinks a call was spam, it marks the line — a hunch, nothing more. The mark is display only: the line keeps its place, its word, and its history, and nothing is blocked or deleted automatically. Open the line's drawer and you'll see the banner: "[Assistant] thinks this call is spam." Press "Not spam" and the mark comes off — the line stays put. On the sheet, a flagged row's actions menu offers "Block" and "Delete" instead of "Edit", so your answer is one click away. The desk never acts on its own hunch. Blocking is always your call.
Limits
- Spam is a flag, never an automatic block. - Clearing the mark changes nothing else about the line.
CallsWhat happens on voicemail — and does the desk redial?
What it is
When an outgoing call reaches voicemail, your assistant says your saved "Voicemail" line once at the tone, then hangs up. One message per call — never a second pass, and no goodbye to a tape. If a person answers and says when to try back ("out till Thursday", "call back in ten"), the assistant takes that down once as a note. The line shows "Call back" with the window on the phone sheet. The desk holds no timer and makes no promises about when it will dial — it never redials on its own. You place the next try yourself: the line's "Call" button, or tell your assistant. A call that rang out with nothing to show wears "No word" on the sheet.
Limits
- No automatic redialing, ever. - The assistant never asks for a try-back time it was already given.
CallsWhat happens when I can't take a call?
What it is
If you say no on the private call — or don't answer — the caller isn't stranded. You can give your assistant an answer for the caller ("tell them I'll call back in thirty"). It goes back to the caller and passes that along in its own words, then takes anything the caller offers back — a time, a number. If you just say "take a message," the assistant returns to the caller, says your saved line for it (default: "[rep first name] isn't free right now. Can I take a message?"), and takes word like a person: their name if it doesn't already have it, the best number read back as spoken digits, a short line on what it's about, and when's good to try them back. The assistant can see the caller's own number and reads it back to confirm when they say "this number." It closes with "I'll get this right to [your name]" — and the whole exchange lands on the phone sheet.
Limits
- The assistant does not hold your calendar on these calls — asked when you're free, it says so plainly and offers to have you reach the caller instead.
CallsWhat happens when someone calls my desk?
What it is
Your assistant answers every call on your desk's number. It greets the caller with your saved "Answering" line (the default is "[company name], [rep name]'s office. This is [assistant name]."), then handles the call like a person at a desk. Before anything else, it asks the caller three things, one at a time: who's calling, their company or office, and what the call is regarding. A saved contact is never re-asked what's already on file. If the caller skips a question, that counts as an answer. Once it has those, it says a warm thanks and tries to reach you privately. The caller hears "Let me see if [your name]'s free — one moment." and is placed on hold. Every call lands on the phone sheet as a line, with the caller's name, company, number, and what it was about. Recorded greetings, robocalls, and phone menus get hung up on without a word. A human selling something gets one line — "Not interested, thanks." — and the call ends.
Limits
- The assistant does not debate with telemarketers or talk to machines. - If it can't reach you, the caller can leave word instead (see "When you can't take a call").
CallsCan I change or complete things by voice?
What it is
Anything already on the desk can change by voice, on all three surfaces. Calendar: move an event's day or time, rename it, change its category, add a detail, change how often it repeats, cancel it. A move keeps the event's length unless you say otherwise. Tasks: rename, add to the note, change the due time, business or personal, the number, mark urgent — or take the urgent off. Say it's done to close it; "put that back on" reopens a finished thing. Phone-sheet lines: change who it's with, the company, the number, what it's about, a talking point, urgency — and "I spoke to them" takes the name off the sheet. Details added to a note or the talking points are added beside what's written, never in its place. Cancelling is the one change the assistant confirms first: "Cancel the dentist on Thursday — you sure?" — nothing comes off the calendar until you say yes.
Limits
- If the assistant can't tell which item you mean, it asks — it never guesses. - Recovering a cancelled event isn't a voice command; ask the Deskcovered team if something's lost.
CallsCan I file tasks and calendar items by voice?
What it is
On your own line, hand your assistant work in plain speech and it lands on the desk. A thing to remember or do becomes a task: "remind me to send the contract" is your own to-do. "Add them to my phone sheet" hands the call itself to the desk — it lands as a line to dial, with the number and the reason when you gave them. A time on a day becomes a calendar item: "lunch with Alex Thursday at noon." The assistant lets you finish the whole thought — added details in the next breath fold into the same item, never a duplicate. Repeats work too: "the first of every month," "every Tuesday." The only question that ever holds up a filing is a calendar item with no time at all — an entry has to sit somewhere, so it asks which day and hour. Everything else (category, end time, urgency, what it's about) files right away and folds in when you mention it. Questions, comments, and small talk file nothing — only an actual instruction becomes a task.
Limits
- The assistant confirms only what actually landed — it never claims a detail you didn't give.
CallsCan my desk deliver a message for me?
What it is
Tell your assistant "call Mark's office and let him know I'm running late" and the desk runs the delivery itself. The words you want said ride with the assignment; the desk dials, and your assistant says the message to whoever it reaches — in its own words, carrying your meaning, never a read-out quote. The message leads the call. If the person then asks for you, that's a yes — the assistant puts them through to you. If nobody named can take it, the message can land with whoever answered, and voicemail carries it too: the filled voicemail line includes the message. A landed message finishes the errand. The line on the phone sheet turns "Delivered" in green — a person took it, voicemail carried it, or you gave the answer live and it was passed along. Before wrapping a delivery a person took, the assistant offers once whether they'd like your number to reach back.
Limits
- If you hand over a message-run with no words to say, the assistant asks "What should I tell them?" — a delivery needs a message. - No delivery receipt means the line stays open; the desk does not redial on its own.
CallsHow do I call my assistant into a live call?
What it is
On a call your desk connected — you and another person, either direction — say your assistant's name out loud and it joins the line. The wake phrase, said at the start of a sentence: "Hey [assistant's first name], you there?" ("okay" works in place of "hey"; "can you hear me", "you with me", and "are you on" work in place of "you there"). A pause after the name is fine. Mentioning the name mid-sentence never wakes it. You can set your own words instead: the "Wake-on-call phrase" field in Desk Settings › AI Assistant › Calls. Your saved phrase itself is then the summons. Leave it blank to keep the default. The assistant answers "Yes — I'm here." — your next sentence is the instruction. It can file tasks and calendar items, change things already filed (a rename, a moved time, done, urgent), and put a note on the card of the person you're talking with. It confirms from what actually landed. Say that's all — or just pick your conversation back up — and it says "I'll leave you to it." and drops off.
Limits
- It speaks only when you address it, one short sentence at a time. - Cancelling something is not done from inside the call — that stays yours to do from the desk. - Notes go only on the card of the person on this call.
CallsWhat can I ask my assistant about my day and my history?
What it is
On your own line — phone or the app's "Speak" button — your assistant holds your day: the next two weeks of the calendar, the open tasks, the open phone-sheet lines. Ask the broad question ("anything important?", "what's due today?") and it names the one or two things that matter most — anything due today, anything urgent — plus a count of the rest, and offers to walk through them. It won't bury the answer under the whole list. Anything the day doesn't hold, the desk's full history does: a person's back-and-forth, an older or future day, a finished thing, how a past call went. Ask and the assistant pulls it up — old and finished lines, done tasks, past calendar days, contacts. Ask how a conversation went and it tells the story in its own words, from what was actually said. When a lookup comes back empty, it says the desk has nothing matching — plainly, never a guess.
Limits
- What it knows mid-call is as things stood when the call began; asked about something that may have just moved, it says so. - It speaks only what the desk actually holds — never an invented detail.
CallsCan I call my assistant from the app?
What it is
Your assistant's card in the app carries a "Speak" button — a voice call through your browser, same conversation as phoning your own desk.
How to do it
1. Press "Speak" at the top right of your assistant's card (on your desk's Overview). 2. Allow the microphone if your browser asks. 3. Talk. The button turns red and shows the running clock. 4. Press the red button to hang up. The call keeps running while you move around the app — open the calendar, the sheet, contacts; nothing drops. Reloading the page ends the call (the browser gives up the microphone).
Limits
- One call at a time; starting a call against a different desk hangs up the first. - If the browser blocks the microphone, the call can't open — allow it and press "Speak" again.
CallsHow do I block a caller?
What it is
Blocking makes the desk stop answering a number entirely — no ring, no assistant, nothing — and hides its lines from the sheet. Nothing is deleted.
How to do it
1. On the phone sheet ("Phone Sheet" in the left-side menu), click the line to open its drawer. 2. Press "Block This Number" at the bottom. 3. Confirm with "Block Number". To unblock: 1. Open Desk Settings (the gear on the AI Assistant card) › "The Desk" and find the "Blocked numbers" card. 2. Each entry shows when it was blocked and whether it has rung since. 3. Press "Unblock" — the number rings the desk again and its lines come right back where they were.
Limits
- Blocking hides; it never deletes. History survives and returns whole on unblock.
CallsHow do I call someone without my AI assistant?
What it is
You calling, through the desk. It connects in your browser, or rings the Deskcovered app on your phone, or your cell — then dials the person. Your AI assistant stays off the line: no introduction, no notes, no recording, no transcript.
How to do it
1. On a phone-sheet line, press the phone button, then "Call direct". The drawer's "Call" button opens the same choice. On the phone, slide the line left and tap "Direct". 2. From a computer, the call connects in your browser — allow the microphone when asked, and keep the tab open; closing it ends the call. If the browser can't take the call, your phone rings instead. On the phone, the app rings. You hear "Direct call to [name] — connecting", then the person's phone rings. 3. The person sees your verified caller ID if you set one, or the desk's number.
Limits
- Counts at a quarter: four direct minutes count as one minute of hours. Usage shows both numbers. - Out of hours, nothing dials, direct calls included. Add hours first. - Nothing is recorded, and nobody is asked. - A blocked number can't be called direct. - A cell that forwards to the desk can't take a direct call: use the web or the app. - One live call per line, and one direct call at a time in the browser; starting one while you're speaking with your assistant isn't possible — hang up first.
CallsHow do I change what my assistant says on calls?
What it is
The lines your assistant opens with are yours to write. Each is a card in Desk Settings, shown the way it would be spoken.
How to do it
1. Open Desk Settings (the gear at the top right of the AI Assistant card) and pick the "AI Assistant" tab, then the "Calls" sub-tab. 2. Under "Calls in", edit any of: "Answering", "When [rep] can't take it", "Placing on hold", "Connecting", "When [rep] calls in". 3. Under "Calls out", edit any of: "Opening a call", "When the recipient answers directly", "Leaving word", "Voicemail". 4. Press "Hear it" on a card to hear the line in your assistant's voice. 5. Save.
By voice or chat
Nothing here — these lines are edited on screen.
Limits
- Clearing a line brings back its standard wording; a line is never blank. - The rest of the conversation is the assistant speaking naturally — only these opening and closing lines are fixed wordings.
CallsHow do I have my desk place a call for me?
What it is
Your desk dials out for you — ordered by voice, in the chat, by text from your cell, from the phone sheet, or from a contact.
How to do it
1. By voice (call your desk or press "Speak" on the assistant's card), in the chat, or in a text from your cell: "get Mark on the phone." 2. Said "now"? The desk dials right away. Add words to pass along ("call Mark and tell him the read-through moved") and the desk says them on the call. 3. Didn't say when? It asks: now, or just on the sheet. 4. From the phone sheet: press the phone button at the front of any line, then "Call with [assistant name]" — or "Call direct" to leave your AI assistant out of it. 5. From Contacts: open a contact, press "Call [first name]" — the person lands on the sheet and the desk dials.
By voice, chat, or text
The same. Someone not on the sheet is put on it and dialed in one breath. When the call ends, the outcome comes back where you asked — the chat, or a text to your cell. It looks the number up in your contacts, or asks you.
Limits
- One line per instruction — no bulk "call everyone." - No promise the person picks up; the outcome shows on the sheet. - Not on the sheet and not in contacts: it needs a number from you first.
CallsWhat number shows when my desk calls out?
What it is
By standard, outgoing calls show the desk's own phone number. You can make them show a line of yours instead — an office line or your cell — once you prove it's yours.
How to do it
1. Open Desk Settings (the gear on the AI Assistant card) › "The Desk" and find "Caller ID on calls out". 2. Enter the number and press "Verify". 3. That line rings. Answer it yourself and enter the code shown on screen. 4. Press "I entered the code". A green "Verified" chip appears when it takes. Once verified, the desk's outgoing calls display that number. A direct call (chosen with "Call direct" — your own phone rings first, then it connects you) also shows the verified number to the other side — it looks like you calling. Desk setup offers this same step ("Set the desk's caller ID"). Skipping it there is fine — you can verify any time from settings.
Limits
- Answer the verification call yourself: a line that already forwards to your assistant gets answered by the assistant, not you. Verify first, forward after. - Until a number is verified, calls show the desk's own line.
Phone SheetWhat do the status words on the sheet mean?
What it is
Each line wears one word — whose move is next, and what happened last. - "To call" — a call you owe; the desk's dial pile. - "Called in" — a first-timer called and wasn't put through. Their call is waiting for your eye. - "Left word" — your assistant left word with their office. Their move. - "Will return" — they promised to call back. Their move. - "Returned" — they called back after your outreach. - "Call back" — an instruction to us: try them again (often with a window, like "after three"). Your move; the desk won't redial on its own. - "Spoke" — you talked, with your AI assistant's help or on a "Call direct" call. Done, in green. - "Delivered" — the message you sent was delivered: a person took it or voicemail carried it. Done, in green. - "No word" — the call happened but nothing was left and nobody was reached. - "No answer" — it rang out. - "Failed" — the call couldn't be placed. - While a call runs: "Incoming call", "Dialing", "Direct call", "On call", "Ringing rep", "Asking rep", "Back with caller", "Taking word", "Put through", "Transferring". "Taking word" while live means your assistant is writing down the caller's message — the finished row then reads "Left word".
Limits
- "Spam Likely" is a mark on a line, never a status.
Phone SheetWhat does urgent do on the sheet?
What it is
Urgent is a flag with teeth. An urgent line wears the bolt, and it jumps the dial queue — when the desk rolls its calls, urgent lines dial ahead of the unranked pile. Set it when adding or editing a line (the "Urgent" toggle), or by voice on your own line ("make that urgent" — and "take the urgent off" lowers it). Flipping urgency on a task tied to a line moves the call too. Click the bolt on any row to flip it ("[Name] marked urgent." / "Urgent cleared on [name]."). Marking a queued line urgent also moves it to the top of the dial pile. The urgent chip above the list shows only urgent lines within whatever tab you're on.
Limits
- Urgent changes order and visibility; it doesn't dial anything by itself.
Phone SheetWhat is the phone sheet?
What it is
The phone sheet is the desk's list of calls — every call in, every call out, every call still owed. It lives full-page under "Phone Sheet" in the left-side menu, and as a box on your desk's Overview. One line per person per conversation; a new call with the same person lands on their existing line, not a new row. A line holds the person's name and company, their number, the reason, a status word, an arrow for which way the last call went, a bolt for urgent, and a person glyph for personal. Each line's phone button offers "Call with [assistant]" or "Call direct". Live calls show what's happening ("Incoming call…", "Dialing…", "Ringing [you]", "Taking word"). Five tabs slice the list, each with its count: "All", "To call" (calls owed — the pile the desk dials), "Called in" (first-timers who called and weren't put through), "Left word" (your word is at their office, or they promised to call back — their move), and "Spoke" (done — you talked). Chips narrow further: urgent only, personal only, or one direction. The search field ("Search") finds a name, number, or reason. Lines sit in filing order; only an incoming call moves a line to the top — your own actions leave lines where they are, and an incoming ring lands at the very top.
Limits
- Tabs count exactly what each word says — a burned dial with nothing to show sits under "All" wearing "No word".
Phone SheetHow do I add a call to the sheet by hand?
What it is
A strip for logging lines yourself — built for stacking a morning's worth without a window in the way.
How to do it
1. Open the phone sheet ("Phone Sheet" in the left-side menu) and press "＋ Add Call" at the top right. The strip opens under the head. 2. Fill "Name" (typing suggests your saved contacts — picking one fills the number and company), "Company", and "Number (required)". 3. Fill "RE: what the call is about". 4. Pick the call's state: "To call", "Left word", or "Spoke". 5. Toggle "Personal" or "Urgent" if they apply. 6. Press "＋ Add". The line lands; the strip stays open, cleared for the next one — call state and business/personal stick, urgent resets. 7. Press "Done" when finished.
Limits
- A number is required — no number, no line. - Hand-added lines count as the desk's own call work; incoming calls log themselves.
Phone SheetHow do I edit a line on the sheet?
What it is
Everything on a line can change — by hand or by voice.
How to do it
1. On the phone sheet ("Phone Sheet" in the left-side menu), open the line's actions menu (the vertical dots at the row's right). 2. Choose "Edit". The line's details fill the strip at the top. 3. Change the name, company, number, "RE:", state, "Personal", or "Urgent". 4. Press "Save" (or "Cancel"). The status word is also a dropdown right on the row — flip a line to "To call", "Called in", "Left word", "No word", or "Spoke" without opening anything. Live states, "Failed", and the callback words are the desk's own to write, not yours.
By voice or chat
On your own line, tell your assistant: a new name, company, number, what it's about, a talking point, urgency — or "I spoke to them," which takes the name off the sheet.
Limits
- Live rows can't be edited while the call runs. - On a spam-flagged row the menu offers "Block" and "Delete" instead of "Edit".
Phone SheetHow do I make the desk work through my call list?
What it is
"Roll Calls" sets your assistant dialing the "To call" pile, one line after another, top to bottom.
How to do it
1. On the phone sheet ("Phone Sheet" in the left-side menu), open the "To call" tab. Drag lines by the grip to set the order — "Order saved — the roll calls top to bottom." 2. Press "Roll Calls" at the top of the sheet (the button shows how many lines are queued). 3. A 3-second count starts — "Stop — dialing in 3" — press it to cancel; nothing dials until the count runs out. 4. While rolling, the button reads "■ Stop Rolling". Press it to stop. To dial just one line, press the "Call" button at the front of its row. Out of hours, dials wait for hours. In hours you can skip the assistant with "Call direct": your own phone rings first (the app, or your cell), then we dial the contact — "Calling [name] direct — your phone rings first."
Limits
- The roll needs the "Put calls through to" number set — without it the desk can't roll the sheet. - The roll skips nothing into repeats: a line that burned isn't auto-redialed. - Hidden (blocked or removed) lines don't roll.
Phone SheetWhat's inside a line's drawer?
What it is
Every line opens into a drawer holding the whole story with that person.
How to do it
1. On the phone sheet ("Phone Sheet" in the left-side menu), click a line's name area. 2. Read "Where things stand" — the rolled-up story so far, and the next move (a "Call back" window shows here). 3. Below it: the assistant's talking points, then "Call history" — every call as a card, with what happened, the word sent, audio under "Listen", and the transcript. 4. "Other activity" collects records that couldn't be matched to a specific call. 5. "Calendar" at the bottom lists events made from this line — a meeting the assistant booked on a call with this person shows here with its day and time; past ones dim. 6. If the caller isn't saved yet, "Save as New Contact" and "Add this number to a contact you already have" sit at the top. 7. The bar at the bottom: the green "Call" button has the assistant dial this person and connect you; "Block Number" (left side) stops the desk answering this number — the line and its history stay. Callback promises on the line file themselves as tasks on the desk's Tasks panel — checking one off there records it here as history.
Limits
- History is never wiped; the drawer shows everything the desk kept. - Audio appears only where a recording exists for that portion of the call.
TasksWhose task is it — mine or my assistant's?
What it is
Every task is for you or for your assistant. Yours are to-dos you check off. Your assistant's task is always a phone call it will place — it lives on the phone sheet, and the task shows that call's real status. You can flip a task both ways in the edit panel, under "Who's it for": 1. Handing yours over ("For me" → your assistant): the panel asks who to call, the number, and what it's about. Your old task title becomes what the call is regarding. The call lands on your assistant's sheet. 2. Taking one back ("For [assistant]" → "For me"): the call comes off your assistant's sheet and the task becomes a plain to-do — but only while your assistant hasn't started that call. A call already live, or already finished, stays put.
By voice or chat
"Remind me to call Danny" is your own to-do, even though it's a call. "Add Danny to my phone sheet" or "have the desk call Danny" hands the call to your assistant.
Limits
- Your assistant's tasks are calls only. Asked to take on an email or text errand as its own task, it says plainly that it works the phones.
TasksAsk your assistant what's open
What it is
Your assistant answers questions about your tasks, calendar, and phone sheet — it doesn't just take orders.
By voice or chat
- "What's due today?" / "Anything important?" — it names the one or two that matter most (due today, urgent) and gives the rest as a count, with an offer to walk through them. It won't read a long list at you. - On a call, it starts with where things stood when the call began, and counts in anything you've filed during the call itself. - Older or finished things are still in reach: "what happened with the Sony call last week?", "what's on my calendar next month?", "do I know anyone at UTA?" — it pulls from the desk's full history: old and finished phone-sheet lines, done tasks, past calendar days, contacts. - Asked how a past conversation went, it tells you the story of that call in its own words. - If the desk has nothing matching, it says so plainly — never a guess.
Limits
- Asking is not filing. A question saves nothing.
TasksChange tasks by voice or chat
What it is
Anything the task screens can change, your assistant can change on your word — by voice on a call, or typed in Chat.
By voice or chat
- Rename it: "call that one 'Sign the Netflix contract'". - Add a detail: "note on that — gate code 4411". Notes are added on top of what's written; nothing already there is ever wiped. - Move the due time: "make it due Friday morning", or "take the due date off". - Flip business/personal, its type, its number, or urgent. - "That's done" checks it off. "I already talked to him" clears that person off the phone sheet. "Put that back on" reopens a finished task. - Calls on the sheet change the same way: who it's with, their company, the number, what it's about, a talking point (also added, never wiped), urgent. Your assistant works from your open list, confirms only what actually saved, and asks which one you mean when it can't tell — it never guesses.
Limits
- If nothing actually needed changing, nothing is rewritten — the item already stood as asked.
TasksGive work to your assistant by voice
What it is
On a call with your assistant — or in Chat on the desk — you file work by just saying it. No forms.
By voice or chat
- "Remind me to…" files your own to-do. Add "by tomorrow at 3" and the due time rides along. Say it's personal or urgent and that's kept too. - "Put Danny on my phone sheet" / "have the desk call Danny" files a call for your assistant. It finds the number in your contacts; if nothing matches, it asks you for the number or the spelling. - "Call Danny now" / "get Danny on the phone" makes the desk dial right away. - "Call Mark's office and let him know I'm running late" — your assistant places the call and delivers your message in its own words. A voicemail counts as delivered; the task shows "Delivered" when the message lands. - For a call with no now-or-later, your assistant asks: on the phone now, or leave it on the sheet for later? If you keep adding details in the next breath ("…oh, and it's about the school"), they fold onto the same task — no duplicates. Questions ("what's due today?") are answered, never filed.
Limits
- Your assistant never invents a phone number. No number on file means it asks you.
TasksWhat does marking a task urgent do?
What it is
Urgent is the lightning-bolt flag on a task. It moves work to the front.
How to do it
1. On the Tasks page ("Tasks" in the left-side menu), click the bolt icon on a task's row to flip urgent on or off. You can also toggle "Urgent" inside the edit panel. On your own tasks, urgent floats the task to the top of the list. On a task your assistant is handling, urgent also carries through to that call on the phone sheet — so the call itself moves up your assistant's calling order. The bolt's own tip says it: it "jumps [your assistant's] dial queue".
By voice or chat
Say "make that urgent" or "take the urgent off" and your assistant flips the same flag — including the carry-through to its call.
Limits
- Urgent orders work; it does not set a due time. Use "Due" for a clock deadline.
TasksAsk your assistant to remind you
What it is
A reminder is a task with a time you want to be told. At that minute your assistant speaks first: a text to your cell when texting is on for the desk, otherwise a push and a line in the chat thread. The time is yours — ask for 6 AM and it comes at 6 AM.
How to do it
1. In chat or by text: "remind me at three to call Dana", "ping me in two hours about the slides". The task lands on the Tasks list with its reminder time shown. 2. On the Tasks list, open a task and set the "Reminder" field beside "Due". Clear it to cancel. 3. To move one, say so — "make that reminder four instead" — or change the field.
Limits
- A reminder is not a call. Your assistant tells you; it dials nobody. - A task marked done before its time is not spoken. - Each reminder fires once. For one that repeats, set a routine. - By text it counts as assistant time, the same as a chat reply.
TasksHow do I add a task?
What it is
You add tasks from the Tasks page. A task is either your own to-do, or a call you hand to your assistant.
How to do it
1. On the Tasks page ("Tasks" in the left-side menu), click "＋ Add Task" at the top right. 2. Under "Who's it for", pick "For me" or "For [your assistant's name]". 3. For me: type "What needs doing". You can also set "Due" (optional), a "Type" (To-do, Call, Email, Text), and a "Number" (optional — for a call to someone outside your contacts). 4. For your assistant: fill "Who to call", a "Number" (or leave it blank — your assistant looks it up), and "Regarding" (what the call's about). 5. Click "Personal" or "Urgent" if either applies. 6. Click "Save". A task for your assistant becomes a call on its phone sheet. The task then tracks that call on its own — you don't check it off.
By voice or chat
Say it on a call, or type it in Chat: "Remind me to sign the contract" makes your own to-do. "Put Danny on my phone sheet" gives your assistant the call. See "Give work to your assistant by voice".
Limits
- There is no note box in this form. Details you speak or type to your assistant land on the task's note.
TasksHow do I edit or delete a task?
What it is
You check tasks off on the row, and change their details in a side panel.
How to do it
1. On the Tasks page ("Tasks" in the left-side menu): to finish one of your own tasks, click the big circle on its row. Click it again to reopen it. 2. To change details, click the task row. The "Edit Task" panel opens. 3. Change the title, "Due", "Type", or "Number", and toggle "Personal" or "Urgent". 4. Click "Save". 5. To delete one of your own tasks, click "Delete" at the bottom of that panel, then confirm with "Delete Task". This can't be undone.
By voice or chat
Your assistant can rename a task, add a detail, change its due time, flip urgent, mark it done, or put it back on the list. See "Change tasks by voice or chat".
Limits
- Your assistant's call tasks have no checkbox and no Delete button — they finish on their own when the call resolves, and the call itself is handled on the phone sheet. - On your assistant's tasks, a changed number carries through to the call it will dial. Business/personal for those lives on the phone sheet line.
TasksRoutines: what your assistant does for you on a schedule
What it is
A routine is anything your assistant does for you at a time, once or on a rhythm, in your own words. "Every weekday at 7, text me my day and any urgent mail." At that minute she reads the desk — phone sheet, tasks, calendar, notes, waiting email — and sends you what you asked. You say where to reach you: by text, in the app, or a phone call — she rings the app on your phone, or your cell, says the report, and you can ask about it. Otherwise she asks.
How to do it
1. Say it in chat, by text, or on a call with her. Or press New Routine on the Routines page. 2. The Routines page, under Calendar, lists each one with its rhythm and next run. Pause, resume, or remove one there. 3. To change one, say so — "make that 8 instead", "cancel the Friday one" — or tap its row. Rhythms: once, daily, every weekday, weekly, monthly, yearly. Not hourly.
Limits
- A one-time reminder to do something is a task reminder. Anything that repeats is a routine. - It knows only what the desk holds. Up to twenty active routines per desk. - A phone call needs your number on the desk. If your voicemail answers, she leaves the report there. - Each run counts as assistant time; a call, as a call with her. If you don't pick up, the report waits in the chat.
TasksWhere do I see my tasks?
What it is
The Tasks page lists everything on your desk's task sheet — your own to-dos and the calls your assistant is handling.
How to do it
1. In the left-side menu, under "My Desk", click "Tasks". 2. Pick a tab: "Open", "Done", or "All". Each shows its count. The page remembers your last pick. 3. To search, type in the "Search" box at the top. It matches a task's title, note, or number. 4. To see one kind only, click "Types" on the right and pick "To-do", "Call", "Email", or "Text". 5. Click any task row to open it for editing. Each row shows the task title, a small icon for its type, a person icon (purple means personal), the urgent bolt, who it's for (You, or your assistant's name), and its due time. Urgent tasks float to the top. Your assistant's call tasks show a live status word from the phone sheet (for example "on the sheet") instead of a checkbox.
Limits
- The small Tasks panel on the desk Overview has no search box — search lives on the Tasks page only.
CalendarChange or cancel events by voice or chat
What it is
Anything about an event can change on your word: its day or time, its name, its category, its note, how often it repeats, all-day or not.
By voice or chat
- "Move lunch to Thursday at 1" — a move keeps the event's length unless you give a new end. - "Call it 'Dinner with Alex at the Grill'" renames it. Details of the plan — who, where — go in the title, the part you see without clicking; extras like a confirmation number ride the note. - "Make it repeat weekly", "make it all-day", "put it under Work" — same breath, any mix. - Cancelling is the one change your assistant confirms first: it names what's coming off ("Cancel the dentist on Thursday — you sure?") and acts only on your yes. Your assistant won't quietly move something into the past — a time more than a day back gets a question instead. On screen, you can edit any event freely.
Limits
- In Chat, events are removed on the Calendar page only — the typed assistant changes events but never deletes them, and says so. - A Google Calendar event changes by voice or chat like any other; Google has it within seconds. Its repeat rule, a private one, and a meeting you're a guest on change only in Google. - Mid-call (your assistant summoned into a live call), it can change events, never take them off.
CalendarA heads-up before each meeting
What it is
Ten minutes before anything timed on your calendar, your assistant gives you a heads-up: the event, its time, and the note on it. A text to your cell when texting is on for the desk, otherwise a push and a line in the chat. All-day events get none.
How to do it
1. Put the event on your calendar with a time — in chat, on a call, or on the Calendar page. 2. Nothing else. The heads-up comes on its own.
Limits
- The ten minutes is fixed for now. - A private Google event shows as Busy and gets no heads-up. - By text it counts as assistant time, the same as a chat reply.
CalendarConnect your Google Calendar
What it is
A desk's calendar can connect to your Google Calendar. Events the desk makes go onto your main Google calendar. Events from the Google calendars you pick show on the desk, so your AI assistant knows your whole day.
How to do it
1. On the Calendar page, click "Settings" (the gear beside "New Event"), then "Connect Google Calendar". 2. Google asks you to allow access (during beta, click "Advanced", then "Go to deskcovered.com (unsafe)"). 3. You land back on the Calendar page. Your Google events show within a minute. 4. Under Desk Settings → "AI Assistant" → "Calendar", tick the calendars you want on this desk. Your main calendar is always on. Don't see one? Click "Sync now". Google events wear a small Google Calendar mark. It is two-way: change or delete one here and Google has it within seconds; change it in Google and it shows here within 15 minutes. Four things stay in Google: a series' repeat rule, private events (shown only as "Busy"), meetings you're a guest on, and Google-managed events like birthdays.
Limits
- Google only. 30 days back to a year ahead. - A calendar you can only view in Google (Holidays, or one shared with you as view-only) is read-only here too. - Connected before calendar picking existed? Only your main calendar shows until you click "Reconnect to choose calendars". - Disconnecting removes the Google events here; the desk's own stay on Google.
CalendarEvent categories
What it is
Your desk keeps its own event categories — a label and a color each, your vocabulary, not a built-in list.
How to do it
1. In the event panel (open an event on the Calendar page), under "Type", click a category chip to set it, or "None" for no category. 2. To make one, click "＋ New Type", name it (the box suggests "e.g. Audition, Site visit, Callback"), pick a color, and click "Add Type". 3. "Save" the event. Deleting a category never deletes its events — they just go back to the neutral look.
By voice or chat
Name a category you already have and your assistant sets it: "make that a Personal one", "file it under Auditions", or "make those all Personal" for several at once. It matches your desk's own labels only. A word that isn't one of your categories doesn't become one — the event files without a category, and changing to an unknown one gets a plain refusal (there's no such category on this desk). New categories are made only on the screen, on purpose — so a misheard word can never become a permanent label.
Limits
- Your assistant never creates, renames, or deletes a category — the screen keeps those.
CalendarMake an event on screen
What it is
New events are made in a side panel with a title, a time, and optional extras.
How to do it
1. On the Calendar page ("Calendar" in the left-side menu), click "＋ New Event" at the top right — or click an empty time slot. 2. Type a "Title". 3. Pick a "Type" if you want a category and color (optional). 4. For a timed event, set "Starts", and "Ends" if you know it (optional). 5. For a date-only item, check "All day". Set its "Date", and "Through" for the last day if it spans several. The "Through" day is included. 6. Pick "Repeats" if it recurs (see "Repeating events"). 7. Add a "Note" (optional): "Anything worth remembering about it". 8. Click "Save". An event always needs a real start — "Save" stays off until it has one, and an end has to come after the start.
By voice or chat
"Put lunch with Sam on Thursday at noon on my calendar" files the same way. If you give no time at all, your assistant asks which day and hour — that's the only question it holds a filing for.
Limits
- A title is required. An event can't be saved without one. - An event from your Google Calendar can be edited here; changes reach Google within seconds. Its repeat rule, and meetings you're a guest on, change only in Google.
CalendarRepeating events
What it is
An event can repeat. The choices match what you'd expect from a calendar app, including two different monthly shapes.
How to do it
1. In the event panel (open an event on the Calendar page), open the "Repeats" dropdown. With a date picked, the choices read off your date — for example: "Does not repeat", "Daily", "Weekly on Monday", "Monthly on the second Monday", "Monthly on day 1", "Annually on August 10", "Every weekday (Monday to Friday)". 2. Pick one and "Save". The two monthlies: "Monthly on the second Monday" keeps the weekday slot (second Monday of each month). "Monthly on day 1" keeps the day number (the 1st of each month, whatever weekday). A month without that day is skipped — day 31 shows only in 31-day months. To stop a series, open the event and set "Repeats" back to "Does not repeat". Opening any occurrence edits the whole series.
By voice or chat
"Lunch with Sam the first of every month at noon" files it repeating monthly on the 1st — and your assistant reads it back that way ("repeats monthly on the 1st"). "Every Tuesday", "every weekday", "yearly" all work. "Stop that repeating" turns it off.
Limits
- No custom repeat rules (like "every third day") — the list above is the whole set.
CalendarThe Calendar page
What it is
The Calendar page shows your desk's events in three views, and every change saves as you make it. Events from the Google calendars you picked show here too.
How to do it
1. In the left-side menu, under "My Desk", click "Calendar". 2. Pick a view: "Today", "Week", or "Month". The page remembers your last pick. 3. Use the arrows to step back and forward. The "Today" button jumps back to now. 4. Click an empty slot to start a new event at that time, or click "＋ New Event" at the top right. 5. Click any event to open and edit it. 6. Drag an event to move it (15-minute steps). Drag its bottom edge to change how long it runs. In Month view, drag an event to another day — it keeps its time of day. To remove an event: open it, click "Delete", then confirm with "Delete Event". The confirmation says it plainly: it comes off the desk's calendar for everyone, and it can't be undone. The desk Overview shows a small upcoming list; the full views live on the Calendar page. The screen updates live — a change made by voice shows up moments after your assistant confirms it.
Limits
- One occurrence of a repeating event can't be dragged on its own — opening it edits the whole series. - Google events open and change here like any other; changes reach Google within seconds. A private one shows only as "Busy".
CalendarWhat timezone does my calendar use?
What it is
Every desk currently keeps one clock: Pacific Time. Times you type on screen, and times you speak to your assistant ("tomorrow at 9"), are read on that clock, and events show on it — the same everywhere, so the screen and your assistant never disagree about when a thing is.
Limits
- There is no timezone setting today. All desks run on Pacific Time. - If you work in another timezone, enter times as Pacific.
ContactsA contact's own page
What it is
Opening a contact ("View full contact →", or tapping a row on a narrow screen) shows the person's header — name, company, role, and how they got into your contacts — with two buttons: "☎ Get [first name]" and "Edit Contact". Below the header, the page currently says "Coming soon." "☎ Get [first name]" opens a small "Roll a Call" box: pick which desk places the call (when there's more than one), pick which of their numbers, add a "Regarding" line ("optional — feeds the AI assistant's answers"), and go — the person lands on the phone sheet, the call starts, and you land on the desk's live page. "Edit Contact" opens the same edit panel as the Contacts page.
Limits
- The rest of the page (history, details in place) shows only "Coming soon." today.
ContactsYour contacts stay yours
What it is
Deskcovered reads the contacts you give it and keeps them inside your organization. Contacts never cross from one organization into another — every read and every change is fenced to your own office. There are two shelves, and you pick at import (or by the "Organization" / "Personal" tabs): - Your contacts: only you see them. They follow you if you ever leave, and your assistant recognizes them on the desks where you hold the seat. A "yours" tag marks them. - The office's contacts: everyone in the office sees and uses them. Your assistant recognizes callers from the contacts its desk can rightly see — the office's list, plus the personal lists of the people seated at that desk. How it names a match never says which shelf a person came from.
Limits
- Personal contacts don't ride the desk's shared Chat thread — chat works the office's list, and says so if asked. - Nothing writes back to your phone's address book or your Google Contacts. Import is one-way, into Deskcovered.
ContactsContacts by voice or chat
What it is
Your assistant knows the people in your contacts and keeps the list on your word.
By voice or chat
- Close spellings still land on the right card; when it isn't sure, it asks instead of guessing. - "Save Danny Chen to my contacts — his cell is 310-555-0142" files the card. "Save that caller" saves someone from the phone sheet, copying that call's own number — never a number from memory. - "Note on Danny: prefers mornings" adds to his card, dated, beside what's written — nothing is wiped. Company, role, and renames work the same way; a rename keeps the call history. - Adding a new number just lands. Replacing one already on the card gets a question first — it changes only on your yes. - "If Danny ever calls, send him straight through" flips the card's "Always put through" switch. From then on, when Danny calls from a number saved on his card, the call rings you directly. Say the word to turn it back off. - It saves someone only when you ask — never on its own. In Chat, it works the office's shared contacts and lists people without their phone digits — numbers stay on the Contacts page, off the shared thread.
Limits
- Removing a number, deleting a card, or merging cards happens on the screens only — your assistant says so plainly if asked. - Email addresses on cards are typed on screen, not spoken.
ContactsAdd or edit a contact
What it is
A contact card holds a person whole: name, company, role, a contact type, tags, any number of phone numbers (labeled office, cell, assistant, other), emails (work, personal, other), their assistants (name and email), and notes.
How to do it
1. On the Contacts page ("Contacts" in the left-side menu), click "＋ Add Contact" at the top right. 2. Fill "Name" (required). Add "Company", "Contact type", "Role", and "Tags" (comma separated) as you like. 3. Under "Numbers", pick a label and type the number. "+ Add number" adds more. Emails and assistants work the same way. 4. Write "Notes" if you have them. 5. Click "Save". To edit, click the pencil on a contact's row — same panel, plus "Delete…" at the bottom. Deleting asks you to confirm ("Delete Contact"): the person comes out of contacts and the phone sheet type-ahead; past calls are not affected; it can't be undone. The card also carries two checkboxes. "Always put through" is real routing: when that person calls from a number saved on their card, the call rings you directly — no screening, no assistant in the middle. If you don't pick up, your assistant answers and takes word. Telling the desk you're unavailable wins over the flag. "VIP contact" adds a star in contact views.
Limits
- A contact needs a name — nothing else is required.
ContactsDisconnect Google Contacts
What it is
Disconnecting stops future imports from your Google Contacts. The contacts you already imported stay — to remove them, undo that import.
How to do it
1. On the Contacts page, click "⇪ Import" at the top right. 2. On the Google card, beside "Connected as" your address, click "Disconnect". What happens: the saved access keys are deleted. If this was the only Google connection on that account, access is revoked with Google too; otherwise you can cut it from the other side, in your Google Account's security settings (myaccount.google.com/permissions).
By voice or chat
Nothing — disconnecting is a click.
Limits
- Only you can disconnect your own Google connection. - A record that the account was connected (the address and its status) is kept for the security books, as the Privacy Policy describes.
ContactsImport your contacts
What it is
You can bring your whole address book in at once — a contacts file from your phone, a spreadsheet, or your Google Contacts.
How to do it
1. On the Contacts page ("Contacts" in the left-side menu), click "⇪ Import" at the top right. 2. Drop your file on "Drop your contacts file here", or click to choose. iPhone tip on the screen: "Contacts → select all → share as a .vcf file." For a spreadsheet, click "Import a spreadsheet (CSV)" and match its columns to fields (Name is required). 3. Or click "Connect Google". Google asks you to allow read-only access, then the same "Where should they live?" step appears with the count from your account. Later the Google card offers "Import from Google". 4. Pick where they live: "Your contacts" (only you see them; they follow you if you ever leave) or "The office's contacts" (everyone in the office sees and uses them). One choice wears a "Recommended" chip. 5. Click "Import N contacts". Big lists are fine — the import shows its progress, then links past calls to the new cards. Possible duplicates show in a review step. The whole import can be undone in one act; contacts added by hand are untouched.
Limits
- It reads .vcf (vCard) and .csv files. Other files get a plain "can't read this" message. - Google Contacts import is read-only and one-way: it never changes or deletes anything in Google, and importing again only adds.
ContactsThe contact preview card and its Call button
What it is
Clicking a contact's row opens a small preview card: who they are, their tags, and their notes.
How to do it
1. On the Contacts page ("Contacts" in the left-side menu), click a contact's row. 2. Click "Call [first name]". That puts the person on the phone sheet, starts the call right away, and takes you to the desk's live page to watch it. 3. If more than one desk could place the call, the button first asks which desk. 4. "View full contact →" opens the person's own page. If the person lands on the sheet but the call can't start, the screen says so honestly — they stay on the sheet, ready to dial.
Limits
- The Call button shows only when there's a desk that can place calls, and the contact has a number.
ContactsThe Contacts page
What it is
The Contacts page holds the people your desk knows — the office's shared list and your own.
How to do it
1. In the left-side menu, under "My Desk", click "Contacts". 2. Type in the "Search" box at the top — it finds people by name, company, email, or number (tags and other names match too). 3. Switch whose list you see with the "All" / "Organization" / "Personal" tabs. 4. Narrow by kind with the "Types" menu: Talent agents, Managers, Casting, Publicists, Personal, Other. 5. Click a column header ("Contact", "Company") to sort. 6. Click a row to open and edit the contact in the side drawer. 7. Tick the checkboxes to select several, then click the "⋮" button by the search box: "Export" (downloads a spreadsheet file) or "Delete…" (asks you to confirm). On a phone, the select-all checkbox sits beside the search bar. The list stays quick with thousands of people — it keeps loading as you scroll.
Limits
- "Delete…" can't be undone. Past calls keep their names.
Your DeskWhat is a desk?
What it is
A desk is one person's working setup, with an AI assistant already in it. The desk has its own phone number, its own phone sheet (the running list of calls and messages), tasks, calendar, and hours. People are seated at desks; being seated is what puts the desk's phone sheet in front of you.
Limits
- Not everyone needs a desk — an admin can run the organization without one. - A desk outlives whoever sat at it: remove the person and the desk stays open for whoever takes over.
Your DeskWhat is an organization?
What it is
An organization is a workspace you own or belong to. It holds desks, staff, the office's shared contacts, and billing. Its name is what your AI assistants say out loud when a caller asks who's calling. You can belong to several — join someone else's by invitation and run your own at the same time. Each keeps its own desks, contacts, and billing, entirely separate. Your personal contacts follow you into all of them. Switch between them with the card at the top of the left-side menu.
Your DeskBetaIs there a mobile app?
What it is
Yes — there is an iPhone app, in beta testing through Apple's TestFlight. Beta testers get an invite link by email from the Deskcovered team: open the link on your iPhone, install Apple's free TestFlight app if it asks, then install Deskcovered from inside TestFlight. Sign in with your same account. Once you've opened the app and signed in, calls your assistant puts through to you can ring the app directly — you see who's calling and what it's about right on the ring screen, even when your phone is locked. Everything else in the product works inside the app too. Those calls show in your iPhone's own Phone app under Recents — tap one there and the app opens straight to that call's line on the phone sheet. Tapping a notification banner lands the same way: on the very call, email, or draft it announced. The number on the app's icon is how many notices you haven't looked at.
Limits
- iPhone only — no Android app today. - The app installs through a TestFlight invite link, not an App Store search. - No app? The website also works in a phone's browser, and your assistant can always call your regular number.
Your DeskBetaPhone notifications from your assistant
What it is
With the iPhone app installed, your AI assistant taps you on the shoulder when something needs you: a caller called, called back, or left word; a caller said it's urgent; a message you sent it out to deliver landed; an email worth your attention arrived; or a connected mailbox lost access and needs a reconnect. Tapping a banner lands on the thing it announced — the caller's line, the flagged email, or the waiting draft. The red badge on the app's icon counts what you haven't looked at. Opening Notifications clears it, and so does opening the thing a notice points at — the line, the email, the draft.
How to do it
1. Install the iPhone app (see "Is there a mobile app?") and allow notifications when it asks. 2. To choose which banners you get: in the left-side menu, click "My Profile" at the bottom, then use the switches on the "Notifications" card. The top switch turns them all off at once. 3. To see every notice in one list, click Notifications in the left-side menu. On your phone, tap the bell at the top. New notices show in bold; "Mark All as Read" clears them all.
Limits
- iPhone app only for now — the website sends no banners, but its Notifications page shows the same notices. - Choices follow YOUR account — each person picks their own. - Quiet hours come from your iPhone's Focus settings, not a second set here.
Your DeskClose a desk
What it is
Closing a desk removes it for good: the assistant, its phone number wiring, and the desk's private contacts.
How to do it
1. Open the desk's settings (the gear on its card). 2. On "The Desk" tab, scroll to the "Danger zone". 3. Read what closing does: it fires the assistant and deletes its phone number wiring, unseats whoever sits there (nobody loses their login or their place in the organization), deletes contacts kept private to this desk, and leaves call history and the office's contacts in place. 4. Type the desk's name to confirm. 5. Click "Close This Desk".
Limits
- This can't be undone. - A desk abandoned mid-setup can also be discarded from inside setup: "Leave setup" → "Discard This Desk", again with the name typed to confirm. Discarding gives back its phone number.
Your DeskCreate an organization
What it is
An organization is your workspace: it holds your desks, staff, shared contacts, and billing. Your first one is created right after sign-up; more can be created any time.
How to do it
First sign-in (no organization yet): 1. The screen says "Let's get your office set up." Click "Start". 2. "What's your organization called?" — your AI assistant answers the phone with these exact words, so use the name a caller should hear. Click "Continue". 3. You go straight into building your first desk. Another organization later: 1. Open the switcher card at the top of the left-side menu. 2. Click "+ Create organization". 3. In the "New organization." window, the "Create one" tab asks for "Organization name". Click "Create". 4. The same window's "Join one" tab takes an invite code instead — see "Accept an invitation".
Limits
- Each organization keeps its own desks, contacts, and billing, fully separate. Your personal contacts follow you into all of them.
Your DeskDelete an organization
What it is
Deleting an organization removes its desks, its AI assistants and their phone numbers, every phone sheet and call recording, and the office's contacts. Your own personal contacts stay with you.
How to do it
1. In the left-side menu, under "Organization", click "Settings" — the page is titled "Organization.". 2. Scroll to the "Danger zone". 3. Click "Delete this organization". 4. Type the organization's name to confirm. 5. Click "Delete Forever".
Limits
- Only owners can delete an organization. - This cannot be undone. - You can't delete your only organization — you'd have nowhere to sign in to. Create or join another first.
Your DeskEdit a desk later (Desk settings)
What it is
Every desk has a settings drawer. Two gears open it, both with the tooltip "Desk settings": on the desk's card on the Desks page, and at the top right of the AI Assistant card on the desk's Overview. On a phone, tapping the desk's card on the Desks page opens the same drawer.
How to do it
1. Click the gear. 2. Pick a tab. There are three: "The Desk", "AI Assistant", and "Usage". 3. "The Desk" holds: "Announced on calls as" (with who's seated beneath it), "Numbers" (desk phone number, "Put calls through to", caller ID), "Call recording", blocked numbers, and the "Danger zone". The company your assistant names on calls is your organization's name — change it on the Settings page, and every desk follows. 4. "AI Assistant" has four sub-tabs: "Identity" (name, look, voice), "Calls" (the lines the assistant says), "Email", and "Memory". 5. "Usage" shows this desk's hours and where they went. 6. Click Save when a tab shows unsaved changes.
Limits
- The recording toggle is per desk, and it is the product's only recording control. The note under it reminds you: California is an all-party-consent state — ask before recording.
Your DeskFinish setup and turn the desk on
What it is
After the phone steps, setup shows what your assistant says, puts hours on the desk, and ends at a review screen where you turn the desk on.
How to do it
1. "Teach [name] who you know." — import your contacts, or click "Skip for now". You can import any time from the Contacts page. 2. "Here's what [name] says." — every moment on a call has its line. Tap "Hear it" to listen, "Change" to type your own words, then "Save". Click "Continue". 3. "Put [name] on the clock." — during the beta you'll see "You're a beta tester — it's free until we officially launch." and hours are covered. Click "Continue". 4. "The review." shows every answer with a "Change" button on each — it's already saved. 5. Click "LET'S DO THIS!". 6. The celebration screen shows your assistant's number and a "Chat with [name]" button for your first live talk. Then the desk's page opens with a short tour that points out each part.
Limits
- If something required is missing, the desk says "This desk can't go live yet." and lists "Fix it →" links to the exact step. - Contacts and caller ID never block going live — they're optional.
Your DeskHow do I see the tour again?
What it is
Each page shows a short tour the first time you open it — a spotlight on one part at a time with a sentence or two. Skip ends it; Next walks it. It shows once per person per page.
How to do it
1. Open the page you want the tour for — the Phone Sheet, Email, Calendar, Tasks, Contacts, Staff, Billing, or the organization settings. 2. In the left-side menu, press "Show Me Around" under Help. The tour for that page plays again.
Limits
- Pages with no tour show the row grayed out. - A tour never appears when you arrive from a link or a notification — it waits for your next plain visit.
Your DeskSet up a new desk — the walkthrough
What it is
A desk is one person's setup: their own AI assistant, phone number, phone sheet, tasks, and calendar. A guided walkthrough called "Desk Onboarding" builds it.
How to do it
1. On the Desks page ("Desks" in the left-side menu, under "Organization"), click "＋ New Desk" at the top right. 2. On the welcome screen, click "Start". 3. Answer "Who is this desk for?" — pick a staff member, or type an email to invite someone. (If you work alone, it says "Let's introduce you." with your name filled in.) Click "Continue". 4. "Give your AI assistant a name." Type a name and click "Continue". 5. "Time to meet [name]." Pick "Her" or "Him". 6. Under "Give [name] a face.", type what the portrait should get right (a face, or any art style), or click "Randomize". Click "Generate" (about 15 seconds), then "Continue". 7. "Pick [name]'s voice." Pick "Enthusiastic" or "Relaxed", tap "Interview Voice" for a live two-minute talk, pick a voice, and click "Continue". 8. "How should [name] refer to you?" Pick "he / him", "she / her", or "they / them". Below it, an optional personality (Dry, Sunny, and more), each with an "Interview" button. Click "Continue". Phone setup comes next — see "The desk's own phone number".
Limits
- Every answer saves as you go. You can leave with "Leave setup" and pick up later from the desk's card ("Finish Setup →"). - Every voice speaks American English today.
Your DeskSwitch between organizations and desks
What it is
The card at the top of the left-side menu names the organization you're working in and the desk you're on. It's also the switcher.
How to do it
1. Click the card at the top of the left-side menu. 2. The menu says "Organizations — Choose where you're working." Each organization lists its desks under it. 3. Click an organization to switch to it, or click a desk to land right on that desk. 4. An organization with no desks shows "No desk" and — for owners and admins — a "＋ New Desk" button.
Limits
- Switching organizations takes a moment — the page reloads into the new one.
Your DeskThe desk's own phone number
What it is
Each desk gets its own real phone number. Your assistant answers every call to that number, live. You can forward your current office line to it so your assistant handles all your incoming calls.
How to do it
1. In setup, the step "Give [name] her own line" asks for a country ("United States" or "Canada") and an area code. 2. Click "Show Me Numbers" and pick a number from the list. 3. The screen shows the wiring happen: "Reserving your number…", "Wiring it to the desk…", "Building the brains — answering and calling out…", "Confirming the wiring…". 4. Click "Download vCard" to save the number to your own phone, so its calls always ring through. Where to see the number later: - The desk's card on the Desks page shows it under the assistant's name. - Desk settings (the gear on the desk's card) → "The Desk" tab → "Numbers" → "Desk phone number". - The setup celebration screen shows it as "[name]'s number — call any time".
Limits
- Numbers are US and Canada today. - A desk without its own line shows a platform number on calls out.
Your DeskThe number that reaches you (transfers)
What it is
Your transfer number is the cell or direct line your assistant rings when it puts a live caller through to you. In setup it's the step "What's the best number to reach you?".
How to do it
1. Open the desk's settings (the gear on the desk's card). 2. Stay on "The Desk" tab and find the "Numbers" section. 3. Change the number in "Put calls through to". 4. Click Save.
Limits
- Until this number is set, your assistant can answer the line but can't put anyone through.
Your TeamStaff desks and who pays for their hours
What it is
When a staff member is invited to set up their own desk, the organization covers the desk's hours. Their setup walkthrough skips the hours step entirely — if they jump to it, the screen says "Hours are covered. Your organization covers this desk's hours — nothing for you to set up here." The new desk starts with hours drawn from the organization's balance.
Limits
- An invited member can build one desk — their own. Once they're seated at it, the invitation's desk permission is spent. - If the organization has no balance to draw from, the desk still works; the owner adds hours from Billing.
Your TeamAccept an invitation
What it is
An invitation is a link sent to your email. Opening it joins you to the organization — and creates your account if you don't have one.
How to do it
1. Open the link from the email. 2. No account yet: enter "Your name", "Choose a password" (at least 8 characters), and click "Create Account & Join". 3. Already have an account: sign in and click "Join [organization]". 4. You land where the invitation points: your own desk setup if you were invited to build one, the organization's Desks page if you're an owner or admin, or your desk if one was reserved for you. You can also join by code: the switcher card at the top of the left-side menu → "+ Create organization" → "Join one" tab → paste the invite code.
Limits
- The invitation is tied to the email it was sent to. Signed in with a different address? Ask the sender to reissue it. - A link is single-use and expires. An expired one shows "Expired" on the sender's Staff page; they can resend a fresh one.
Your TeamInvite staff to your organization
What it is
The Staff page adds people to your organization by email. The invitation is also their sign-up — you never need to know whether they already have a Deskcovered account.
How to do it
1. Open the Staff page ("Staff" in the left-side menu, under "Organization") and click "＋ Add Staff" at the top right. 2. "Who sets up their desk?" — pick "They set it up" (they build their own desk right after they accept) or "I'll set it up →" (opens desk setup for you, which sends the invitation with the desk). Click "Continue". 3. "Who's joining [your organization]?" — type their email. Click "Continue". 4. "What's their role?" — pick one: - Member: "Works the desks they're seated at, and nothing else." - Admin: "Runs the organization — desks, staff, settings. Deliberately cannot read anyone's calls." - Owner: "Everything, including billing." (Only owners can offer this.) 5. Click "Send Invitation". The email goes out and the person shows on the Staff page as "Invited". Where they land when they accept: a member invited to set up their own desk walks straight into building it; an invited owner or admin lands on the organization's Desks page.
Limits
- If the email can't be sent, the invitation still works — the screen shows the link with a "Copy Link" button so you can send it yourself.
Your TeamMy Profile — your own account
What it is
Your own account page. It shows the email you're signed in with, your name, the organizations you belong to with your role in each, the desks you sit at, and the "Notifications" card where you pick which phone banners your AI assistant sends you.
How to do it
1. At the bottom of the left-side menu, click "My Profile" (your name down there opens it too). 2. Edit your name and click "Save" to change it. 3. To change your password, click "Email me a reset link" — a reset link goes to your signed-in email, and you set the new password from that link.
Limits
- Your sign-in email can't be changed from this page. - Roles are set by an organization's owner or admin on the team pages, not here.
Your TeamRemove someone or change their role
What it is
The Staff page lists everyone — "Accepted" members and "Invited" people — with their role, desk, and status. It's also where roles change and people are removed.
How to do it
Change a role: 1. On the Staff page ("Staff" in the left-side menu, under "Organization"), find their row. 2. Use the role dropdown in the "Role" column (Member, Admin, Owner) and pick the new role. It saves right away ("Role updated."). Remove someone: 1. Open the row's ⋮ menu and click "Remove" (on the phone, slide the row left and tap Remove). 2. The confirmation explains: they lose access to your organization and any desk they sit at here; their login, their own contacts, and desks at other organizations are untouched. 3. If they run a desk, you can tick "Also close [desk]" to close it in the same step — the modal shows exactly what that fires and deletes. 4. Click "Remove" (or "Remove & close 1 desk").
Limits
- Only people who govern the organization see these controls, and you can't change or remove yourself here. - Removing someone doesn't close their desk unless you tick it — the desk stays open with nobody at it.
Your TeamResend or withdraw an invitation
What it is
Invitations that haven't been accepted show on the Staff page with an "Invited" badge (or "Expired" once the link dies). On a computer, each row's ⋮ menu carries the two verbs; on the phone, slide the row left.
How to do it
1. On the Staff page ("Staff" in the left-side menu, under "Organization"), open the ⋮ menu on the invited person's row (on the phone, slide the row left). 2. "Resend invite" — confirms first: "A fresh link goes to [email] and the old one stops working right away. Same role, same desk — nothing else changes." 3. "Withdraw" — confirms first: "The link we emailed [email] stops working immediately. You can invite them again any time."
Limits
- Withdrawing an invitation that carried a desk leaves that desk open with nobody linked to it.
Hours & BillingWhat "hours" are
What it is
Hours are the time your assistant spent working — calls, chats, and email alike. On a call with your assistant, the call's minutes are the charge — nothing it does for you on the line is billed twice. Reading calls, drafting notes, taking word, reading and sorting your email, and drafting replies are all included. Email is counted the way a human assistant's time would be: about a minute to read and sort an email, about three minutes to draft a reply. Each desk keeps its own hours. Where to see them: - The desk's card on the Desks page: "[n] hours remaining". - Desk settings (the gear on the desk's card) → "Usage": the desk's hours, "Where the hours went" by category and by month, and a by-day chart. - The Billing page ("Billing & Usage" in the left-side menu): every desk in one table — "This Month", "Hours Left", "Status".
Limits
- When a desk runs out of hours it stops: callers hear the line can't take calls right now, dials and direct calls wait, and chat and email wait. Adding hours in Desk Settings → Usage starts everything back up right away. - Minutes with no assistant on the line (a direct call, or two people talking after your assistant connected them) count at a quarter. Usage shows both numbers. - During the beta these read "Unlimited", and a beta desk never pauses — see "What Deskcovered costs".
Hours & BillingBetaWhat Deskcovered costs
What it is
As of August 28, 2026: Deskcovered is in beta, and the beta is free. The Billing page ("Billing & Usage" in the left-side menu) says it plainly: "You're a beta tester — it's free until we officially launch." and "No card needed during the beta." During the beta: - Desk cards show "Unlimited hours remaining" with a "🎉 Beta" badge. - The Billing page's desks table shows the plan as "Beta" and hours left as "Unlimited". - No card is on file and nothing is charged.
Limits
- Usage is still counted — the Usage tab shows "Used [n] h this period" — but it costs you nothing.
Hours & BillingBetaAdding hours during the beta
What it is
As of August 28, 2026: during the beta there is nothing to add and nothing to buy. Where a paying desk would show an "Add Hours" button, a beta desk shows the "🎉 Beta" badge instead, and the Usage tab reads "Unlimited".
Limits
- Beta desks never see a paywall, a card form, or an hours purchase. - Desk setup's hours step shows the beta box ("You're a beta tester — it's free until we officially launch.") and moves on.
Your AI AssistantAsk about past calls and older days
What it is
Your assistant is not limited to today. Ask about a person's history, an older or future day, a finished task, or how a past conversation went, and it pulls the answer from the desk's own records — old phone-sheet lines, done tasks, past calendar days, contacts — and answers from what it finds. Asked how a conversation went, it tells that call's story in its own words. When there's nothing on record, it says so plainly — it never fills the gap with a guess. Things people ask: - "How did the Harbor Films call go?" - "What did we have going with Dana in June?" - "Did I ever finish that insurance thing?" - "What's on my calendar the week of the fifteenth?"
By voice, chat, or text
The same. On a call, in the chat, or in a text from your own cell, ask the same question and your assistant reads the same records and answers the same way.
Limits
- Answers come only from what the desk has on record.
Your AI AssistantWhat your assistant can do
What it is
Your assistant runs the desk: - Answers the desk's line and screens callers. - Takes messages like a person and keeps the phone sheet. - Puts callers through to you. - Places outgoing calls and leaves word for you. - Keeps the desk's tasks, calendar, and contacts. - Watches your email when you connect Gmail — brings you what needs you, and drafts replies that you send. With a mailbox of her own connected, she also answers mail sent to her address; every reply still waits for your click. - Runs the whole desk by voice when you call in — and can be called into your own live call by name. Ask for something it can't do yet and it says so plainly, and passes your ask along to the Deskcovered team.
By voice or chat
Both. Calling in works the desk by voice; the "Chat" button (top right of the AI Assistant card) works it in writing.
Limits
- Email never sends without your explicit okay — a click on Send, or your spoken yes on a call after the draft is read back to you. - Removing calendar events and deleting or merging contacts stay clicks on their own screens.
Your AI AssistantYour assistant remembers your preferences
What it is
Tell your assistant a standing preference — "never say where I am", "always ask what the call is about" — and it writes the preference down and applies it on future calls. This works on your own calls to the desk and in typed chat. You can say "remember this" outright, but you don't have to: when you state a preference plainly, a good assistant notes it on its own.
How to do it
- By voice: say it on a call with your assistant. When a note is saved during a call, a small "Memory updated" note pops at the top of the screen if you have the desk open. - By chat: type it in the assistant's chat. Every saved note is shown in the thread, so you always see what was kept. To change or clear one, tell the assistant in chat to forget or replace that note.
Limits
- These are standing instructions for how the assistant works — not tasks or calendar items (those have their own lists).
Your AI AssistantChat with your assistant by text
What it is
Every assistant has a typed chat. Click the "Chat" button at the top right of the AI Assistant card on your desk's Overview, and a drawer slides open. The thread is shared across the desk, and each message shows who wrote it. What you can do there: - Tasks: add, change, mark done — or hand your assistant a call to make. - Calendar: add and change events, including repeating ones. - Contacts: look up, save, and update people in the office's shared contacts. Phone digits are never quoted into the thread. - Phone sheet: read it and correct lines. - Email: search, read, and draft — when the desk's Gmail is connected and you are the one who connected it. - Memory: give standing instructions to keep ("never confirm where I am") — they land in the assistant's Memory notes. - Feedback: ask it to pass a note to the Deskcovered team. It answers questions from the desk's real lists, never from thin air.
By voice or chat
Most of this also works by voice on a call — including standing Memory notes, which save from your calls too. One difference: email searching and drafting are typed chat and screens only.
Limits
- Chat never sends email — drafts wait for your okay: a click on Send, or your spoken yes on a call after it's read back. - Chat doesn't delete calendar events or contacts, and doesn't merge contact cards — the screens keep those.
Your AI AssistantGive your assistant a personality
What it is
An optional flavor for how your assistant talks with you — and only with you. Callers never hear it, and it never changes how the work gets done. The options: "Straightforward" (the default — no angle), "Dry" (underplays everything), "Sarcastic" (quick, a little needling, fond about it), "Pompous" (treats a lunch reservation as a Matter of State), "Sunny" (genuinely glad to hear from you), "Unflappable" (nothing rattles them), "Conspiratorial" (like the two of you are in on something), and "Begrudging" (does it all — and you'll hear about it).
How to do it
1. During setup, the personality grid sits on the "How should … refer to you?" step. Click one — each has its own "Interview" button, a live call to hear it before you keep it. 2. Any time later: Desk Settings (the gear on the AI Assistant card) → "AI Assistant" → "Identity", the "Personality — with … only" dropdown. Pick and save.
By voice or chat
Nothing — the pick is a screen choice.
Limits
- It colors how your assistant speaks with you on your own calls and chats — callers, and the job itself, are untouched.
Your AI AssistantName your assistant and pick its look, voice, and energy
What it is
Desk setup walks you through naming your assistant, giving it a face, and choosing its voice. All of it can change later in Desk Settings.
How to do it
1. On the setup step "Give your AI assistant a name.", type the name. 2. On "Time to meet …": pick "Her" or "Him" (this leans the voice list), then under "Give … a face." describe anything the portrait should get right — a face, or any art style (3D animation, pixel art, papercraft) — and click "Generate", or "Randomize". 3. On "Pick …'s voice.": choose the energy — "Enthusiastic" (bright and upbeat on every call) or "Relaxed" (level and unhurried) — then a voice. Tap "Interview Voice" for a real two-minute call in that voice: ask anything, or take the quick tour. Later, in Desk Settings (the gear at the top right of the AI Assistant card): - Name and portrait: "AI Assistant" → "Identity", under "Name". - Voice: the same tab — "Interview" any voice before keeping it. Voice changes apply to the next call. - Energy: picked during setup only — the screens have no control to change it afterward today.
By voice or chat
Nothing — these are screen choices.
Your AI AssistantBetaTell the Deskcovered team something (feedback)
What it is
Feedback goes straight to the team building Deskcovered — from the app, or through your own assistant.
How to do it
From the app: 1. Click the "🎉 Beta Tester — Provide feedback" badge near the top of the left-side menu. 2. In "How's it going?", pick what "This is about" ("Something broke", "Something's frustrating", "Something sounds weird", "Something's great") and "Where" it happened. 3. Write it under "Tell us" and click "Send Feedback".
By voice or chat
Tell your assistant to pass something to the Deskcovered team — "leave a note for the Deskcovered team: …" — and it files the note in your words and confirms it passed it along. This works on your assistant's line and in chat. Also automatic: when you ask your assistant for something it can't do yet, it says so plainly and flags your request to the team in the same breath — you don't have to do anything.
Limits
- Your assistant won't promise when — or whether — something will be built. It doesn't know. - Notes for people you know, or for your own list, are your own tasks and contacts — not team notes.
Your AI AssistantText your AI assistant
What it is
Yes. Text your desk's own phone number from the cell you set as your transfer number, and your AI assistant texts you back from that same desk number. It is the same shared chat thread you see in the app, so both sides always agree. Texting turns on for a desk once the carrier review clears; the desk's settings show whether it is on.
How to do it
1. Open Desk Settings, The Desk tab, Numbers. The "Texting" row shows the number to text and whether texting is on. 2. Text that number from your transfer number. Anything you can do in chat works by text: tasks, calendar, contacts, the sheet, standing instructions. 3. Script changes become cards that wait in the app for your okay; the text tells you so. An email draft is texted to you whole, and your reply sends it, changes it, or holds it.
Limits
- Only texts from your own transfer number are answered. Anyone else's text is not answered, and you get a notification that it arrived. - Your assistant cannot text other people yet. A message for someone can still go by a phone call. - Texting is billed as assistant time, the same as chat.
Your AI AssistantThe greeting when you call in
What it is
When you call your own desk, your assistant recognizes you and greets you. Save your own words and they are spoken exactly as written, every call. Leave the line blank and your assistant greets you naturally in its own words — a little different each time, on purpose.
How to do it
1. Open Desk Settings (the gear on the AI Assistant card) → "AI Assistant" → "Calls". 2. Find the line "When … calls in" (during setup, the same line appears on the "Here's what … says." step as "When you call in"). 3. Type your greeting and save.
By voice or chat
Nothing — the greeting is typed on the screen.
Limits
- Callers never hear this line. It is only for your own call-ins.
Your AI AssistantThe wake-on-call phrase
What it is
The saved words that bring your assistant onto a call you're already on. Say them at the start of a sentence mid-call and your assistant joins the line.
How to do it
1. Open Desk Settings (the gear on the AI Assistant card) → "AI Assistant" → "Calls". 2. Find "Wake-on-call phrase". 3. Type the exact words you want to say. Leave it blank to keep the default: "Hey [your assistant's first name], you there?"
By voice or chat
The phrase itself is the voice feature — saying it summons your assistant. Changing the phrase is a screen edit.
Limits
- Up to 40 characters. - The words count at the start of a sentence; a passing mention mid-sentence doesn't wake anyone.
Your AI AssistantWhere do I see everything Deskcovered can do?
What it is
The "Knowledge Base" page lists everything Deskcovered does today, in its own words — the same words your AI assistant reads when you ask it a question. It lives under Help in the left-side menu.
How to do it
1. Open the menu and press "Knowledge Base" under Help. 2. Pick an area at the top — Calls, Email, Calendar, Contacts, Your Team, and the rest — or search. 3. Press a card to read the whole entry: what it is, how to do it, and its limits. The button at the bottom opens the page it's about.
Limits
- Entries marked "Beta" are live during the beta; "Not yet" entries say plainly what isn't built. - One card per entry — the list is the product's own record, nothing more.
Your AI AssistantNot yetCan it look things up on the web or do research for me?
What it is
No. Your assistant works from your desk's own records — the phone sheet, tasks, calendar, contacts, connected email, and this help file. It does not browse the web.
Limits
- No web search or website reading. It CAN place a phone call to a business and ask a question for you.
Your AI AssistantNot yetCan it order things or book appointments online?
What it is
Not on websites. Your assistant does not use the web. It can place a PHONE call for you — call a restaurant, an office, a shop — and handle the ask by voice, then put the outcome on your sheet.
Limits
- No website orders, forms, or online bookings.
Your AI AssistantNot yetDoes it connect to other tools (Zapier, Slack, my CRM)?
What it is
No. Deskcovered does not connect to outside tools or services today. Contacts can be brought in from a contacts file or your Google Contacts, one Gmail inbox can be connected, and a desk's calendar can connect to your Google Calendar — those are the only doors in.
Limits
- No Slack, Zapier, CRM, or other connections today.
Your AI AssistantNot yetWill it call or text me when something urgent comes in?
What it is
Today, urgent things show inside Deskcovered: urgent rows stand out on the phone sheet and tasks, and flagged mail waits under "Needs your eye" on the Email page. The desk does not place alert calls or send texts to you.
Limits
- No alert calls or text alerts. Check the app, or call your desk and ask what needs you.