Secretary Agent

Documentation Overview

This documentation covers every section of the Secretary Agent app. Use the sidebar to navigate directly to any topic, or browse the sections below.

Call Forwarding

Set up call forwarding to route incoming calls to your Secretary Agent. This guide walks you through the setup process, carrier-specific instructions, and verifying successful configuration.

• • Begin Setup Process
• • Pick Your Carrier
• • Successful Setup

Inbox

Your main dashboard for viewing call summaries and managing communications. Learn about page functionalities, header buttons, querying, and how to read summary cards and full summary details.

• • Page Functionalities (Header Buttons, Querying)
• • Summary (Summary Card, Full Summary Details)

Calls

Manage your call history, make outgoing calls, and control your contacts. Includes filtering and searching calls, viewing caller details, using the dial pad, and whitelisting or blocking numbers.

• • History (Caller Details, Filter, Search)
• • Dial
• • Contacts (Whitelisting Contacts, Block / Whitelist by Number)

Dojo

Train and customize your Secretary Agent. Configure the voice, set personality traits and nickname, add custom instructions, manage integrations, and upload documents for context.

• • Secretary Voice
• • Instruct (Traits, Nickname, Custom Instructions)
• • Integrations (Essentials, Future Integrations)
• • Uploads (Storage Gauge, Documents)

Settings

Configure your app preferences, manage your subscription, control permissions and notifications, and handle privacy and security settings.

• • Language & Theme
• • Personal
• • Phone (Phone Number, Call Forwarding, Contacts, Calls)
• • Subscription (Subscription Tiers, Changing Subscription)
• • Permissions
• • Notifications (Summary Notifications)
• • Privacy & Security (Privacy, Security, Danger)
• • Feedback & Support