# My Assistant AI — Master Product Prompt
## 1. Product Overview
**Product Name:** My Assistant
**Tagline:** Your AI Employees. One Intelligent Platform.
My Assistant is an AI-powered platform designed to help individuals, professionals, startups, SMBs, and digital marketing agencies automate repetitive tasks and manage their work through specialized AI agents.
The long-term vision is to build a Human Activity Operating System (HumanOS) that understands user goals, coordinates AI employees, connects applications, and helps users complete real-world tasks from one unified workspace.
My Assistant should not just answer questions. It should research, plan, organize, automate workflows, use authorized tools, and deliver verifiable results with appropriate user approval.
## 2. Target Customers
Initial focus:
- Digital marketing and SEO agencies.
- Startups and small and medium-sized businesses.
- Sales and service-based businesses.
- Healthcare and dental clinics.
- Real estate businesses.
Future audience:
- Professionals, freelancers, students, entrepreneurs, and individuals.
## 3. AI Employees
Build a modular platform with specialized AI agents.
### A. Lead Generation and Sales Agent
- Research potential customers using authorized sources.
- Collect and organize publicly available business information.
- Qualify leads using user-defined criteria.
- Detect duplicate records.
- Draft personalized outreach emails and messages.
- Save leads to a database, spreadsheet, or connected CRM.
- Track follow-ups and report results.
- Request approval before sending external communications.
### B. Customer Support Agent
- Answer common questions using approved business knowledge.
- Categorize and prioritize enquiries.
- Draft responses and create support records.
- Escalate complex issues to a human.
### C. Content and SEO Agent
- Conduct keyword and search-intent research.
- Analyze competitors and content gaps.
- Generate SEO content briefs and outlines.
- Assist with on-page and technical SEO audits.
- Prepare content calendars and SEO reports.
- Recommend improvements based on available data.
### D. Research Agent
- Research companies, markets, competitors, and products.
- Compare options and summarize findings.
- Provide source references for important claims.
- Create structured research reports.
### E. Personal Assistant
- Organize tasks, goals, schedules, and reminders.
- Summarize documents and conversations.
- Prepare plans and prioritize activities.
### F. Business Operations Agent
- Assist with spreadsheets, reports, documents, and records.
- Automate repetitive administrative workflows.
- Monitor tasks and report errors.
Treat these as product capabilities to implement progressively, not features that are automatically available from day one.
## 4. Core Features
Build toward one unified SaaS workspace containing:
1. AI chat interface for assigning tasks.
2. AI Employees dashboard.
3. Task and workflow management.
4. Workflow automation and scheduling.
5. Integrations with supported email, spreadsheet, calendar, CRM, and automation tools.
6. Business knowledge base and document uploads.
7. Task history, execution logs, and error reports.
8. Approval center for actions requiring authorization.
9. Notifications and progress tracking.
10. User settings, access permissions, and integration management.
Every workflow should display its status accurately: Pending, In Progress, Awaiting Approval, Completed, or Failed.
## 5. Example Workflow
A digital marketing agency owner requests:
"Find 20 potential dental clinic clients in Chennai."
My Assistant should:
1. Understand the task and identify the required criteria.
2. Research authorized sources.
3. Collect available business information.
4. Remove duplicate records and organize the leads.
5. Qualify prospects against the specified criteria.
6. Save the results to a spreadsheet or database.
7. Draft personalized outreach messages.
8. Ask the user to approve outreach.
9. Execute approved actions through authorized integrations.
10. Record outcomes and show a summary dashboard.
Never claim that a lead was verified, a message was sent, or a task was completed unless the system confirms it.
## 6. User Interface
Create a modern, clean, professional SaaS interface suitable for business users.
Suggested navigation:
- Dashboard
- AI Employees
- Tasks and Workflows
- Chat
- Leads
- Knowledge Base
- Integrations
- Activity History
- Approvals
- Settings
The dashboard should show active agents, ongoing tasks, completed workflows, pending approvals, recent activity, and integration health.
Use readable typography, responsive layouts, consistent components, intuitive navigation, clear status indicators, and helpful empty and error states.
Avoid unnecessary complexity. The product should feel like one coordinated AI workforce rather than multiple disconnected chatbots.
## 7. Technical Requirements
**IMPORTANT: Inspect the existing project before changing any code.**
First:
- Identify the existing framework, programming languages, dependencies, database, authentication, API routes, and integrations.
- Understand the existing architecture and working features.
- Identify incomplete functionality and technical risks.
- Present a concise implementation plan.
Do not rebuild the project from scratch, delete working features, or replace the existing technology stack without a clear reason.
Preserve the existing code structure wherever practical. Make incremental, testable changes.
Use modular architecture, secure API handling, authentication, input validation, reliable error handling, and maintainable code.
Protect API keys and credentials. Use authorized integrations and appropriate access controls. Design for multiple users and agents without overengineering the initial MVP.
## 8. Safety and Reliability
- Respect user permissions and application access controls.
- Obtain approval before consequential external actions when required.
- Never expose passwords, API keys, or private customer information.
- Keep logs of important agent actions.
- Handle failed integrations and incomplete tasks gracefully.
- Escalate uncertain or sensitive cases appropriately.
- Clearly distinguish implemented features from planned features.
- Never fabricate research results or claim unperformed actions succeeded.
## 9. First MVP: One Complete AI Employee
Do not build every agent simultaneously.
Start with the **Lead Generation AI Employee for digital marketing agencies**.
Implement this complete workflow:
1. User enters a task in natural language.
2. AI interprets the request.
3. The application gathers information from an authorized source or user-provided dataset.
4. Results are validated, deduplicated, and structured.
5. Results are stored in a database or connected spreadsheet.
6. The interface displays progress and final results.
7. The user reviews and approves external outreach.
8. Approved actions execute through an authorized integration.
9. The system records results, errors, and completion status.
Test the entire workflow with realistic examples. Do not treat a static mockup or simulated action as a working integration.
## 10. Development Roadmap
Phase 1: Inspect the existing project and build one complete AI Employee workflow.
Phase 2: Add reliable integrations, persistent storage, execution logs, and approvals.
Phase 3: Improve lead management, reporting, reusable workflows, and agency features.
Phase 4: Add Customer Support, Research, Content and SEO, and Personal Assistant agents.
Phase 5: Expand into a scalable SaaS platform with organization accounts
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Workflow progress,final results,and accurate status.
Every workflow on this page displays exactly one status, derived from confirmed system events — never from an assumption. That includes the nine-step MVP lead-generation workflow, whose progress, per-step detail and final results are read here.
Pending
In Progress
Awaiting Approval
Completed
Failed
A Failed state renders red-grey and does not animate: the run stops where it stopped, with its error report kept rather than dressed up as progress.
What the ledger records
01WorkflowOne natural-language request tracked from creation to a confirmed completion state.
02Workflow stepA single stage inside the nine-step MVP lead-generation workflow.
03TaskThe interpreted instruction an agent executes, drawn from the workflow request.
04StatusExactly one of Pending, In Progress, Awaiting Approval, Completed or Failed.
05ResultThe recorded summary a workflow produced, held against its own step list.
06Error reportThe recorded reason a step could not complete, kept rather than retried silently.
Workflow status ledger
Tasks and Workflows
The status ledger
Workflows on record 4Open threads 2 — Pending, In Progress, Awaiting ApprovalFailed 1 — non-animating red-grey state
Filter by status
Arc
Workflow
Step
Status
Timestamp
Open
Find 20 potential dental clinic clients in ChennaiAwaiting Approvalwf-1042 — Lead Generation Sales — Draft personalized outreach
9 / 9steps confirmed
Awaiting Approval
2026-02-11 09:14
Find 40 real estate agencies in PuneIn Progresswf-1039 — Lead Generation Sales — Validate, deduplicate, and structure
4 / 9steps confirmed
In Progress
2026-02-11 08:02
Find 25 SEO agencies in BengaluruCompletedwf-1031 — Lead Generation Sales — Record results and completion status
9 / 9steps confirmed
Completed
2026-02-10 15:41
Find 15 dental clinics in HyderabadFailedwf-1027 — Lead Generation Sales — Gather from authorized source
My Assistant is an AI-employee SaaS workspace. Specialized agents research, plan, organize and automate the work behind your business, use authorized tools, and deliver verifiable results with your approval before anything leaves the platform.
One coordinated workforce, not six disconnected chatbots.
My Assistant researches, plans, organizes, automates workflows, uses authorized tools and delivers verifiable results with your approval. Each step below is a capability the platform is built around — and each one reports its true state.
01Research
Research from authorized sources only.
Agents work from sources you authorize. For the Lead Generation employee that means gathering publicly available business information about prospective customers and organising it into usable records — not inventing names, numbers or contact details to fill a list.
What is collected is reported as collected. Anything the source did not provide is shown as missing rather than guessed at.
02Plan
Plan the work before any of it runs.
A request in plain language becomes a defined task: the criteria to qualify against, the fields to collect, and the order the steps run in. Specialized employees — Customer Support, Content and SEO, Research, Personal Assistant and Business Operations — are described here as capabilities, not as switched-on features.
The platform's modular employees are being implemented progressively. Until an employee is built, it is labelled as planned rather than presented as available.
03Organize
Organize into one coordinated workspace.
Results arrive validated, deduplicated and structured. Leads, tasks, briefs and research findings are saved into a database or a connected spreadsheet in your workspace, so the work stays in one place instead of living in an assistant's reply.
Lead counts, totals and timestamps are shown as they actually stand in your records — never inflated to look more productive than the system is.
04Automate
Automate the repetitive work flows.
Repetitive steps run as workflows: research, collection, qualification, deduplication, drafting, follow-up tracking and outcome reporting. Each workflow carries one honest status at all times — Pending, In Progress, Awaiting Approval, Completed or Failed.
Failed work is reported as failed. Nothing is quietly retried behind a green label, and no step is described as done until the system confirms it.
05Authorized tools
Use authorized tools through connected applications.
Agents act through the email, spreadsheet, calendar, CRM and automation tools you connect, using the permissions you grant. Connected access is managed alongside user access, permissions and integration health.
The Lead Generation employee is the first complete workflow, built end to end so the whole loop is testable rather than mocked.
06Verifiable results
Deliver results with your approval.
Consequential external actions wait for you. Outreach sitting in the approval center is shown as an artifact you can read, with a single approval action and an alternative to hold, before anything leaves the workspace.
Once approved, execution and its outcome are recorded — and the platform only reports what the system actually confirms.
The flow line continues into the AI Employee catalogue
The AI employee catalogue
One workforce, listed honestly
Six specialised AI employees, built progressively. Lead Generation and Sales is the working employee today; the rest are labelled Planned until their workflow is implemented. Capabilities below are drawn from the accepted employee records.
4/4
Lead Generation and Sales
CurrentAdded 1 Jan 2026
Accepted capabilities
Research potential customers using authorized sources
collect and organize publicly available business information
qualify leads using user-defined criteria
detect duplicate records
draft personalized outreach emails and messages
save leads to a database, spreadsheet, or connected CRM
track follow-ups and report results
request approval before sending external communications.
4/4
Customer Support
PlannedAdded 1 Jan 2026
Accepted capabilities
Answer common questions using approved business knowledge
categorize and prioritize enquiries
draft responses and create support records
escalate complex issues to a human.
4/4
Content and SEO
PlannedAdded 1 Jan 2026
Accepted capabilities
Conduct keyword and search-intent research
analyze competitors and content gaps
generate SEO content briefs and outlines
assist with on-page and technical SEO audits
prepare content calendars and SEO reports
recommend improvements based on available data.
4/4
Research
PlannedAdded 1 Jan 2026
Accepted capabilities
Research companies, markets, competitors, and products
compare options and summarize findings
provide source references for important claims
create structured research reports.
4/4
Personal Assistant
PlannedAdded 1 Jan 2026
Accepted capabilities
Organize tasks, goals, schedules, and reminders
summarize documents and conversations
prepare plans and prioritize activities.
4/4
Business Operations
PlannedAdded 1 Jan 2026
Accepted capabilities
Assist with spreadsheets, reports, documents, and records
automate repetitive administrative workflows
monitor tasks and report errors.
Who it serves — and how it reports
Built for the teams already running on outreach.
My Assistant is aimed first at digital marketing and SEO agencies, then at the businesses that live on follow-ups, bookings and records. Each segment is listed in the order the platform takes them on.
01Digital marketing and SEO agenciesFirst MVP focus
02Startups and small to medium-sized businessesInitial focus
03Sales and service-based businessesInitial focus
04Healthcare and dental clinicsInitial focus
05Real estate businessesInitial focus
06Professionals, freelancers, students and individualsFuture audience
Reporting is the rule, not a setting.
Every workflow carries exactly one status, drawn from the same five names. Nothing sits in between and nothing is implied.
Pendingqueued
In Progressrunning
Awaiting Approvalhuman review
Completedconfirmed
Failedreported as-is
A status only moves once the system confirms the event behind it, so what you read on the ledger is what actually happened.
The platform never claims a lead was verified, a message was sent, or a task was completed unless the system confirms it. Failed runs are reported as failed — the status never softens.
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