Client CRM for assistants
A clean workspace for each client with contacts, preferences, notes, and priorities.
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AI Operating System for Executive Assistants
Your assistant
workspace, all in one place.
Experista helps assistants manage calendars, tasks, travel, inboxes, and client details without jumping between tools.
6
AI Agents
1
Unified Hub
24/7
Operational Support
Today
Client Agenda
8:30 AM
Board prep with Mason
11:15 AM
Draft travel options for London
AI suggestion ready
AI Suggestion
Move investor call to Thu 9:15 AM
Product Pillars
Unified operations hub
Your calendar, tasks, messages, docs, and notes together in one daily workspace.
Workflow automation
Turn repeat tasks into simple workflows and let agents help you run them.
Multi-client orchestration
Manage multiple clients without losing context.
Move between clients quickly, keep key details visible, and always know what needs attention next.
Portfolio
Client HQ
Client
Avery Quinn - Travel in progress
Client
Mason Cole - Board prep pending
Agent-driven operations
Use AI support where assistants need it most.
Set up scheduling, inbox, travel, and research support for each client while keeping your style and standards.
Draft Center
Inbox Agent
Thread 1
9 replies prepared for review
Thread 2
3 VIP threads flagged
Automation layer
Make repeat work easier to run every week.
Turn SOPs into repeatable flows so reminders, updates, and follow-ups happen on time.
Sequence
Workflow Builder
1
Quarterly board prep template
2
Launch checklist: 18 automated steps
Scheduler Agent
Helps you find meeting times, move calls, and avoid calendar conflicts.
Travel Agent
Builds flight and hotel options and turns them into clear itineraries.
Research Agent
Pulls quick background info and creates short meeting briefs.
Inbox Agent
Drafts replies, highlights urgent threads, and keeps inboxes organized.
Task Agent
Tracks follow-ups, reminders, and recurring tasks across clients.
Operations Agent
Keeps your SOPs, checklists, and processes in one place.
Assistant-first by design
You stay in control.
AI helps with the busy work.
Built for assistants handling multiple clients.