Secretary
The Secretary screens calls and manages executive schedules so leadership stays focused on what matters. Its goal is to protect and organize executive time, filtering every inbound call by priority and intent before it ever reaches the decision-maker.
At a Glance
| Functions | 35 built-in capabilities |
| Direction | Both (inbound and outbound) |
| Team | Executives, office of the CEO |
What It Does
- Screens inbound calls for priority and relevance
- Collects briefing context before escalation
- Handles outbound coordination on behalf of leadership
- Routes non-urgent calls to the appropriate department
- Manages scheduling and calendar conflicts automatically
Before & After
| Without AI | With Hanc.AI |
|---|---|
| Executive interrupted by every call | Calls filtered by priority and intent |
| Manual calendar management | Automated scheduling with conflict detection |
Key Benefits
Executive Focus Protected
Every call is screened and prioritized before it reaches leadership, so executives spend time on decisions rather than gatekeeping.
Consistent Briefing Context
The agent collects all relevant context before escalation, so the executive walks into every conversation prepared.
Seamless Outbound Coordination
Follow-ups and scheduling happen on behalf of leadership without manual effort, keeping operations moving.
How to Get Started
- Go to Templates and select Secretary
- Click Deploy Agent for instant setup, or Guided Setup to customize
- Fill in your executive team details and call-routing preferences
- Test your agent with a phone call or the web demo
tip
Use Deploy Agent to get started in seconds. You can fill in your executive details later using the Setup Wizard.
Related Templates
- Coordinator — aligns schedules and coordinates participants across teams
- Dispatcher — assigns tasks and confirms team readiness
- Internal Helpdesk — answers internal questions with approved procedures