goalRun the day: calls, jobs, scheduling, and AR
Connects phone activity, Microsoft 365-style inbox/calendar, NetSuite-like customer records, dispatch constraints, and AR follow-ups.
DemoIsseks operations agent
medium
needs review
Customer workspace
Isseks Operations
Ask Oscar
Coordinate calls, jobs, scheduling, records, and follow-ups
Summarize today across calls, service jobs, scheduling conflicts, and AR follow-ups.
Expected output
Daily operating brief with queue priorities, source gaps, and customer-safe draft actions.
Production path
47%NetSuite, Microsoft 365, SharePoint, telephony, scheduling, and AR graduate one connector at a time.
7 launch blockers5 drafts waiting
Today
Operating queue
WorkEvidenceRiskNext action
taskService dispatch note
Site history, access notes, crew timing, service window, and customer callback context.
DemoDispatch agent
low
ready
gapAR follow-up for aging account
Statement history, promise-to-pay notes, NetSuite-like invoice context, and email draft assembled.
DemoAR analyst
medium
partial
riskDuplicate contact cleanup
Compares NetSuite-like records, email signatures, and call notes.
DemoRecord steward
high
blocked
Systems
Connections Oscar needs for production
NetSuiteDiscovery
Read customers · Read jobs · Read invoices
NetSuite sandbox role and read-only credentials pendingMicrosoft 365 + SharePointAuth needed
Read shared inbox · Read calendar · Read SharePoint documents
Tenant admin consent pendingTelephonyDiscovery
Call log read · Voicemail transcription
Phone provider discovery requiredGoogle DriveNot started
Read documents
No current blockerFile Upload + Data AnalysisReady
CSV/Excel upload · Chart generation · PDF read
No current blockerEnablement
What Isseks still needs to provide
Confirm Isseks naming and external URLIsseks decision owner
Confirm whether the production surface should say Isseks, Izzix, Zix, or another legal/brand name.
NetSuite read-only connectionIsseks NetSuite admin
Provide sandbox/account details, read-only role, auth method, and sample records for parity testing.
Phone system provider and call-log accessIsseks phone system owner
Identify the provider and share API/webhook documentation or admin access path.
Scheduling source of truthIsseks operations
Confirm whether scheduling lives in NetSuite, Microsoft 365, another tool, or a manual process.
Microsoft 365 and SharePoint consentIsseks Microsoft 365 admin
Name the tenant admin and confirm shared mailboxes, calendars, and SharePoint sites in scope.
Initial users and access rolesIsseks decision owner
Provide names, emails, roles, and whether SSO is required for launch.
Approval rules for customer-impacting actionsIsseks owner + Helix implementation
Define approvers, evidence requirements, and which actions remain read-only.
Runbooks
Scenario studio
Run the Day
Coordinate calls, service jobs, scheduling exceptions, AR follow-ups, and customer reminders.
10 minDemo
Output
Runs and artifacts
Scheduler agent · reminder workflowDrafted 3 reminders, linked 5 records, found 1 conflict.
Data analyst · AR aging CSVGenerated chart, customer grouping, and follow-up queue.
Image generation · customer notice headerCreated branded non-production notice graphic.
AR analyst · statement follow-upStalled: latest invoice source not mapped yet.