Susie
Answers routine enquiries, collects information, books approved next steps, updates customers and keeps the admin queue moving.
- Enquiry & inbox handling
- Customer updates
- Booking & reminders
- CRM administration
Meet the digital staff White Direction can build and manage around your business. Choose the repetitive job you want off your desk first.
Meet the team ↓They are AI staff, not human employees. The faces give each managed role a consistent identity; the actual work is performed through White Direction's automation systems with written permissions, monitoring and human escalation.
Answers routine enquiries, collects information, books approved next steps, updates customers and keeps the admin queue moving.
Handles repetitive finance administration around invoices, receipts, payment reminders, records and management summaries — without making accounting or tax judgements.
Organises intake, document status, reminders and approved compliance workflows. Legal advice and regulated judgement remain with qualified people.
Coordinates approved content, campaign administration, follow-up and performance reporting. Spend and major claims stay behind human approval.
Need a different role? White Direction can build specialist digital roles around the exact repetitive work in your business.
Design a custom role →Every managed AI role begins with a Business Systems Review. Workload, integrations, permissions, monitoring and risk boundaries differ, so the service and price are scoped around the real workflow.
Map one repetitive workflow and the outcome it needs.
Configure the managed role around approved tasks.
Monitor the role, exceptions and performance after launch.
Scoped after a free 15-minute review. There is no fixed deposit or automatic checkout. AI finance/legal roles perform administrative workflows only and do not replace regulated professional judgement.