Trusted representative

On your behalf

A sealed desk that can draft, schedule, and hand off agent-to-agent — outbound still waits for you unless you authorize a narrow window.

Authority settings →

Default authority

Draft & prepare · never send without Approve. Call windows only when you schedule them. Agent-to-agent is allowed inside the building.

Product choice open: keep draft-only forever, or allow short “handle this for me” windows with undo.

Activity

  • EmailDrafted reply to Sarah — waiting in Approve sendSable12m agoWaiting on you
  • CallCan take Michael’s reschedule if he calls before 1:30SamAuthorized todayAuthorized
  • TaskFiled insurance comparison to This weekDevonOvernightHandled
  • EmailAgent-to-agent: Mei asked Sable to hold Hartley sendMei → Sable2h agoHandled

Agent ↔ agent

Mei can ask Sable to hold a send. Meter can brief Sam before a call. You see the handoff — you don’t have to broker it.

Review waiting sends