Executive Concierge · In active build
Multi-billion North American GC
Customer Story
From admin overhead
on senior calendars,
to a trusted concierge.
How a senior leadership team is gaining an AI concierge that books and rebooks travel, coordinates calendars across time zones, and screens incoming calls, with a configurable, professional voice persona that's natural enough to trust with a live transfer.
The Challenge
What the existing process looked like.
Senior leaders running portfolios at a multi-billion GC spend hours every week on travel logistics, calendar Tetris, and call triage. Microsoft 365 holds the calendar. NAVAN holds the travel system. Teams holds the phone. Nothing holds the executive's intent, that lives in an EA's head, scattered across Slack DMs and forwarded emails.
When a flight gets delayed and a hotel needs holding, when a three-way meeting needs threading across Denver, Toronto, and Singapore, when an unknown number rings during a deep-work block, the friction lives in those gaps. Each gap is small. The aggregate is hours per week, per leader.
The goal isn't a chatbot. It's a concierge, natural, proactive, reliable, with a distinct voice persona, that handles the work an executive assistant does, except always-on and always-context-aware.
Executive Concierge · In active build
Doc: AI Virtual Assistant Project Syllabus
The Build
Voice and text. Travel, calendar, and live call triage.
The Executive AI Assistant is built across three integrations the senior staff already live in, NAVAN, Microsoft 365, and MS Teams, with context retention and preference learning across every conversation.
01 · Travel Management
Books and manages air, train, hotel, and rental car via NAVAN. Interprets high-level travel intent ("I need to be in Calgary Tuesday before noon"). Optimizes for loyalty programs and personal preferences. Handles changes, cancellations, delays, and re-bookings end-to-end. Provides concise summaries and confirmations.
02 · Calendar & Meeting Management
Schedules, reschedules, and cancels meetings on Microsoft 365. Coordinates availability across time zones. Proposes optimal meeting times and locations. Sends invites and confirmations. Understands meeting priority and context, knows what's interruptible and what isn't.
03 · Call Screening & Voice Interaction
Answers and screens incoming Microsoft Teams calls with a distinct, configurable voice persona, professional, calm, confident. Identifies callers, purpose, and urgency. Routes, takes messages, or declines calls appropriately. Escalates urgent calls in real time. Always natural, never scripted.
04 · Intelligence & Autonomy
Context retention across every conversation. Proactive recommendations and suggestions. Preference learning over time. Graceful handling of ambiguity, escalates to the right person with the right context, never guesses silently.
Bring your version of this story.
Same Human Emulator architecture, scoped to your workflow.
Field Note
Conversational. Context-aware. Trustworthy enough to let through the call you actually need to take.
Engagement scope · AI Virtual Assistant
The Stack
Fits the tools the team already trusts.
Runs inside the customer's tenant. Token pass-through to the customer's model provider. No data leaves their environment.
Travel
NAVAN · loyalty + preferences
Calendar & Email
Microsoft 365 · Outlook
Telephony
MS Teams · voice persona
Directory & Identity
SharePoint · Active Directory
Guardrails
Where we explicitly keep humans in the loop.
Enterprise-grade security
PII and voice-recording handling. Role-based access control. PCL retention compliance.
Human-in-loop on commitment
Autonomous financial decisions without approval are explicitly out of scope.
No custom hardware
Built on the existing M365 / Teams / NAVAN footprint. No new infrastructure.
End of case study
Run the same play at your firm.
Same Human Emulator architecture. Runs in your tenant. On your AI license. Against the tools your team already trusts.