Business Assistant

Getting the Most Out of DoubleDesk

Every business owner deserves a smart, calm assistant in the room with them. DoubleDesk gives you D2 your business assistant to help you set up DoubleDesk, build complex processes by conversation, and answer your questions about how your business is performing.

Making DoubleDesk Yours

User Onboarding

DoubleDesk comes with a built-in setup assistant so you don't have to worry about setting up your team every time. Step by step training that is easy to follow and understand.

Knowledge Base

The power of DoubleDesk is its ability to access a range of knowledge materials that it uses to respond, action, and manage tasks automatically. This ensures accuracy every time.

Managing Processes

Set up any process by talking to D2. Describe the scenario, the goal, the steps. D2 builds the Playbook and DoubleDesk runs it. Update it any time, the same way.

Building a Playbook

Building a Playbook is a matter of mapping out what you want DoubleDesk to do, in plain language. D2 walks you through it. For example, every Monday morning DoubleDesk could post a new social media topic based on your target audience. Before it gets posted you can review it, or let it run automatically.

This is done using the DoubleDesk playbook, where you map out the process, which channels you want to post to, how often, and the tone of voice.

Your personal business assistant, D2, walks you through a series of questions to make sure everything is set up right. You even get to test it at the end. Once you are happy, save it and it never forgets. Easy.

Your Knowledge Base

What if your receptionist could look up pricing, check a product manual, or pull details from your website, all while the caller is still on the line? DoubleDesk has a range of knowledge sources you can add to keep your workforce up to date. These include:

  1. Quick Facts — used for instant responses to callers, such as hours of operation
  2. FAQs — frequently asked questions that need more detail, such as "is your motel pet friendly?"
  3. Web Links — access business information and value propositions
  4. Documents — these can range from compliance procedures to updated price lists

By accessing this information, your workforce will respond accurately and always have the latest information relevant to your business.

Getting Started with DoubleDesk

From the moment you sign up, your always-on personal business assistant, D2, walks you through everything via a warm, conversational interview. No forms, no manuals, no configuration screens. D2 simply asks about your business and you answer naturally, in your own words.

D2 covers everything DoubleDesk needs to run your front desk from day one: your business details, directory information, call rules, escalation preferences, and the voice and personality your receptionist will use with every customer.

Once you are done, your dedicated DoubleDesk number arrives and you are open for business.

Need to update something later? Every detail lives in your settings, ready to edit whenever your business changes.

Mastering DoubleDesk

Need help setting up a feature or building a new process? Talk to D2 - type it or say it out loud, whatever feels natural.

For common workflows, D2 delivers a ready-made Blueprint: a step-by-step process you can follow straight away, built around how your business already works. Or if you have something specific in mind, just describe what you need. D2 will work out which systems it needs to connect, so the experience is seamless for your customers and your team. Blueprint examples:

  • Setting up lead qualification
  • Chasing outstanding debtors over 30 days
  • Scheduling a weekly social media post
  • Producing a daily job report

These are just a handful of the ways D2 can take the daily grind off your desk and put it exactly where it belongs.

Key Features of Your Business Assistant

Onboarding

A guided step by step process that gets you up and running in minutes. Unlimited users with full control via your Admin account. Users can be set up to only see their own calls and workers.

Knowledge Base

A built-in knowledge base customized to your business and procedures, ranging from quick facts and FAQs to web links and documentation such as price lists, all kept in a secure environment.

Set Up Your Workforce

Create an unlimited number of workers to help with day to day tasks. D2 walks you through everything needed to ensure your workforce is accurate, reliable, and secure. Your 24/7 workforce, created in minutes.

Social Media

Keeps your business visible and active online without you spending a single hour staring at your phone trying to think of something to post. It drafts content, schedules posts, responds to comments, and makes sure your business looks alive.

Real Results, Real Businesses

It’s reassuring to know DoubleDesk is there to look after calls while I am busy, handling each enquiry in a way that reflects me and my salon, even when I’m unable to get to the phone.

Linda S
Ambers Beauty Studio

DoubleDesk lets motels answer and manage calls 24/7; the result is higher occupancy and greater returns.

James M
Owner, Norbit Software

Thank you DoubleDesk for helping during the Valentine’s Day rush by taking calls. Our business grew 20% on previous years'.

Trish T.
Anytime Flowers

FAQs

DoubleDesk is a 24/7 AI-powered business assistant that answers calls, responds to customer inquiries, manages bookings, captures leads, and runs automated tasks for your business. Think of it as a reliable team member who never sleeps, always shows up, and gets real work done on every interaction.

DoubleDesk covers three areas of your business:

  • Workforce automates your recurring and quick-start tasks through specialized digital workers you train once and use forever.
  • The Virtual Receptionist handles your inbound calls and does real work on the phone, including bookings, payments, lead qualification, CRM updates, and more.
  • D2, your personal business assistant, answers any question about your operations in plain language and helps you get the most out of the platform.

Together, you can scale your business without adding headcount.

You can train an unlimited number of specialized digital workers to handle the tasks that consume your time. Workers run in three modes:

  • Self-Running workers handle recurring tasks automatically. For example, pulling a list of clients who haven't visited in 90 days every Sunday night, ready for follow-up Monday morning.
  • Quick Start workers deliver instant results at the click of a button, such as a list of your top spending clients from the last six months.
  • Collaborative workers work alongside your team in real time, guiding a staff member through capturing a group booking inquiry or drafting a social media post on the spot.

Train your digital worker once, and everyone on your team can use it, with as many running at the same time as the work demands.

D2 is your personal business assistant, included with every DoubleDesk account.

Whether you prefer to speak to D2 or type your question, it understands plain language and gets straight to the point. D2 has visibility across your DoubleDesk environment and the business tools you’ve connected, so it can answer real operational questions on the spot.

Ask how many calls came in today, which staff member has the highest rebooking rate this quarter, whether a client invoice has been paid, or how the weekend compared to the one before and get a straight answer. 

D2 also runs Mastering DoubleDesk, an interactive training experience that teaches you the platform using your own business as the example. A day spa owner learns through their treatments and clients. A hotel manager learns through front desk and housekeeping workflows. It turns the learning curve into a personal conversation about your business.

Yes. Unlike a human receptionist, DoubleDesk manages multiple calls simultaneously. Ten simultaneous calls means ten virtual receptionists, each one running your full process, doing the full depth of work. Whether you receive two calls or twenty, every customer gets immediate attention with no missed opportunities.

Security and data privacy are built into the platform. DoubleDesk runs on Microsoft Azure with regional data hosting available to meet residency requirements. Hard guardrails block destructive actions at the architecture level, regardless of what a Worker tries to do. The platform is monitored for anomalies in real time. You’re always in control. Watch live calls, step in any time, take over a call mid-conversation. DoubleDesk works for you, not the other way around. 

Ready to Work Smarter with DoubleDesk?

Join the business community using DoubleDesk to save time, simplify admin, and deliver better service every day.

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