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Welcome to OfficeAssistant AI

Let's get you to your first win

12 steps. 30 minutes. Full platform running by end of day.

Setup progress0/12 done

⚡ Skip the setup — load demo data

6 realistic contacts, deals, invoices, and a sequence pre-loaded. Explore everything instantly.

Your setup checklist

Add your first contacts

2 min

Import your list or add manually. AI scores every lead instantly.

Build your first email sequence

5 min

Set up automated follow-ups that run while you sleep. AI writes the emails.

Create a deal in your pipeline

2 min

Track opportunities. When you close one, an invoice auto-generates.

Run your first Buyer Silence scan

1 min

Find deals where buyers have gone quiet. Intervene before it's too late.

Build your Rep Fingerprint

1 min

See exactly how you win — your deal size sweet spot, best buyer persona, win strategy.

Send your first invoice

2 min

Close a deal — get paid. The pipeline → billing automation is already running.

Run the Tombstone Test

1 min

AI finds zombie deals draining your time. Kill them or go all-in with a Hail Mary.

Write a Deal Obituary

2 min

Every lost deal becomes a lesson that warns you on future similar deals.

Check your Time Debt

1 min

See the dollar cost of every hour your team spends on low-probability deals.

Send your first email campaign

3 min

Blast a targeted campaign to segments of your contact list in one click.

Set up an automation workflow

5 min

Trigger actions automatically — follow-ups, alerts, invoice creation — hands-free.

Start your Intervention Streak

1 min

Take one deal action daily. Build the habit that top reps share — tracked automatically.

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Skip all 6 steps with Voice Onboarding

Talk for 30 seconds. The AI configures your Rep Fingerprint, industry, deal size, and buyer persona automatically.