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5 Steps to Integrating an AI Personal Assistant Into Your Business

By May 25, 2017 No Comments

AI Personal Assistant

It’s a time-consuming task to try and plan a meeting. The emailing back and forth, the coordination of schedules… and tons of wasted time.

An average of 4.1 hours a day, or 20.5 hours a week, is spent checking work emails. Valuable time wasted on correspondence that could often be done by an assistant.

Enter AI personal assistant technology, like Sally.

AI, or artificial intelligence, is the wave of the future. In fact, by 2020 it is projected that 85% of client interactions will be managed without human interaction. For your company, this means saving resources and time — but the implementation has to be done properly.

In this article, let’s discuss five helpful steps that will smoothly integrate a virtual personal assistant into your business. This technology will take the hassle out of setting up meetings, and simply send the invite to your calendar after handling all the admin for you.

5 Steps for Integrating AI Personal Assistant Technology

There are some practical steps you can take to optimize your AI programming. Make the most out of your virtual assistant by following these steps.

1. Take the time to learn how to set up your AI

AI will save you time and resources in the long run. Initially, however, you will need to make a time investment to learn the software.

Learn the process for the initial setup and how you can change settings in the future. This will simplify things later.

Improve the AI’s efficiency by learning how it works and how to set it up. Once you’re familiar with the software, you can move on to the next step.

2. Teach the assistant your preferences

The AI personal assistant will be most effective if it knows what you want. Input information such as:

  • Availability times
  • Your work calendar
  • Priority clients

Provide this content so the assistant can set up meetings you won’t have to reschedule.

3. Think about meeting locations

The virtual assistant can set up meetings in preferred locations. Take the time to consider multiple convenient locations for you, including both casual and formal settings.

Make sure it knows the best coffee shops in your area, your office location, and a vicinity you are willing to travel to meet a client.

4. Understand when you will need to step in

While virtual assistance can save your time and business, it is still a machine. Avoid issues by understanding the software’s capabilities and when it will require human interaction.

Know what it can’t do, like schedule a meeting for more than a certain number of people, so you can help with proficiency.

5. Get your team on board

Consider making an AI personal assistant standard office software. The more your team understands artificial intelligence, the more prepared they’ll be for the future.

Ultimately, getting the entire company on board with AI will save money, preserve resources, and make your business a leading industry authority.

Let’s Sum it Up

Artificial intelligence software is a great way to save time, remove pesky admin, and prepare for the future. You can get ahead of the curve by following these simple steps to integrate this powerful technology into your business. Get started with an AI personal assistant today!


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