AI reception and intake

How to Use Maya

Use Maya for front-desk intake, clean summaries, and safe follow-up drafts.

Current status: managed setup until approved. CoreStaff is preparing launch surfaces; some flows remain preview or human-reviewed until approved.

Turning incoming questions into structured intake notes and next-step drafts.

Who should use it

Teams that need a front-desk style intake assistant without live send or connector claims.

What this is for

Turning incoming questions into structured intake notes and next-step drafts.

What to prepare

  • A safe greeting and intake script.
  • A list of categories Maya should route or summarize.
  • A human escalation contact.

Approval boundary

  • Drafts must be reviewed before any customer-impacting action.
  • Owner approval is required before any future live action or tool expansion.

Step-by-step

How to use the guide

Step-by-step usage guidance

  1. Describe the intake workflow and the type of questions Maya should triage.
  2. Provide a safe greeting style and the information that is okay to collect.
  3. Define the escalation path for anything sensitive or uncertain.
  4. Review draft notes before any customer-facing action is considered.

What the AI employee can do

  • Draft intake summaries.
  • Turn scattered messages into clean prep notes.
  • Prepare follow-up reminders or scheduling prep.

What it cannot do yet

  • It cannot send live messages.
  • It cannot claim live billing, connector access, or public-agent activation.

Privacy and security notes

  • Collect only the minimum safe intake details.
  • Do not include passwords, payment data, or private records.

Support path

  • Setup/help: hello@corestaffai.com
  • Customer support: support@corestaffai.com

Current status

Managed setup comes first while customer access is opened in stages.

This guide never claims live signup, live billing, live connectors, live OAuth, live email, or public-agent activation. It is a customer-facing explanation of the current managed setup posture and the human-review boundary.

Honest boundary

Customers should use hello@corestaffai.com for setup, custom, or general questions and support@corestaffai.com for support. If something is outside this guide's scope, route it to a human reviewer first.