A WhatsApp number
The owner, family, partners and store managers simply message her. No app to install, nothing new to learn.
Margot is a private AI assistant for a business owner who runs several companies, a home and a busy diary from their phone. She works inside WhatsApp, runs on the owner's own hardware, and keeps every person she deals with in their own lane.
Four things that make Margot different from a chatbot bolted onto a cloud.
The owner, family, partners and store managers simply message her. No app to install, nothing new to learn.
She runs on a Raspberry Pi 5 at the owner's home, inside Home Assistant, not on a shared cloud service.
Powered by Anthropic's Claude through the owner's own API key. Routine work like reports and reminders uses fixed rules with exact arithmetic and no AI, so it costs nothing to run.
Running across a vehicle rent-to-own business, four retail stores, a household and a new partnership venture.
Grouped by who she helps. Tags show status, and only the items marked Live are available today.
Keeps the group honest without ever joining the conversation.
Reads the team's WhatsApp group without ever posting in it. Logs every task, question, payment and approval with who asked, when, and a short quote of the source message, then closes each item when it's done.
Every weekday morning the owner gets what's open, what's overdue and who it's waiting on. A partner gets a read-only copy and can ask "what's waiting on me?"
Invoices, proofs of payment and screenshots are read on the Pi, and voice notes are transcribed on the Pi too. Long account and ID numbers are hidden before anything is stored.
The owner can say "from now on, the driver handles collections" and she remembers it and applies it.
Every store reports to its own owner. Nobody gets copied in by default.
Yesterday's sales against last week and last month, the cash-up, the stock take, deliveries and the top seller. Below that she flags only issues that need action. It goes to the owner and to that store's manager.
Staff log "R5 000 ready" on the store dashboard. The collector gets a WhatsApp with a one-tap "I have it" link, and the record closes itself. She sends reminders until the pickup is collected and raises a flag if the counted amount differs.
Every Monday, up to three ideas per store: restock the items that earn most before they run out, small price rises on busy low-margin lines, a value on stock that hasn't sold in 30 days, and missing cost prices to fill in. Every rand figure is calculated, never guessed.
A week before each South African public holiday, each store owner gets a reminder to plan a special. Long weekends like Easter come as one message.
Stores are kept separate. Each owner hears about their own shops, store managers see only their store, and nobody gets copied in by default.
The diary, the inbox and the people, handled from one chat.
"Send the store manager the proof of payment and the invoice" and it's sent, signed as the owner's assistant. Replies come back to the owner as one-line relays with the time they were asked.
Adds events to the owner's calendar. A partner can ask "is he free Friday night?" and gets free or busy, never the details.
She can answer questions from a digest of the owner's inbox. She can't send, delete or change anything.
Finds the restaurant and sends a one-tap booking link, then adds the booking to the calendar once it's made.
A business partner gets their own lane for a shared project. She keeps decisions, ideas and next steps in a dated log.
The house listens to the same chat.
"Something for dinner, volume 40" picks a matching playlist on the speakers. Lights and air conditioning work the same way.
When everyone leaves, every light and AC switches off straight away, and she keeps checking while the house is empty.
The bedroom cools for sleep and warms gently before waking. Each night is tuned from Apple Watch sleep data.
Real format. The store, name and figures are made up.
She is useful because she is careful. These rules are not settings, they are how she is built.
She talks to approved numbers and nobody else, and she never posts in team groups.
Family, partners and store managers each get their own scope. Nothing crosses from one person's chat to another's.
ID, bank account and card numbers are never written down.
Only the owner can give instructions. Text in a group, a PDF or a website can't redirect her.
Logins and keys sit with small helper programs that do one job each.
Every piece is custom-written and reviewed before it goes live.
Anything that commits money or a booking needs a "yes" first. Anything uncertain is logged as unsure, not guessed.
Not available yet. Listed so you know where she's going.
"Book a table for two on Friday at 7." She checks availability, offers the open times, books on "yes", and adds it to the calendar. Works for the owner and their partner.
A restaurant or travel confirmation arriving by email goes into the calendar automatically, and everyone involved gets a note.
A Monday profit idea or holiday nudge comes with a ready-made bundle, so you can put it on the online store with one reply.
Store managers can ask "how are we doing today?" or "how many of X do we have?" and get answers for their store only.
A gentle reminder to the person on shift when a shift closes without a cash-up.
Once a supplier is paid, the proof of payment goes to the right person automatically.
Reminders before payday weekends, Black Friday and other big trading days.
Onboard a new store in minutes. Its owner gets their own morning notes, pickups and profit ideas.
Tell us what you run and who she'd need to talk to. We'll show you what she'd handle first, and what she'd never touch.