Family Butler
A household chief of staff that lives in the family inbox and answers the phone - no app to install. Forward any family admin email and it turns school notices, appointments, bills, and contractor threads into reminders and follow-ups. Text it a quick command and it handles the chase. It keeps a household memory of who's who, tracks every errand as a task, asks for approval before it spends money or messages anyone, and sends the family a briefing every Sunday evening.
Families already have too many apps. They do not need another family dashboard to log into, learn, and maintain. What they need is someone to hand the admin to. This blueprint builds that someone - a family butler that lives in the two places every family already has: their shared inbox and their phone. The magic phrase is "just forward it to the butler", and the follow-up is "text the butler."
The design rests on two surfaces, each with a clear job.
Email is the system of record. A native email integration gives the family an address they can forward to or cc. Email already carries the messy context - the school trip form, the insurance renewal, the plumber thread - and it is asynchronous, searchable, and works with every school, council, and contractor. The butler reads the thread, extracts the dates, forms, payments, and follow-ups, and confirms them before it commits anything. Longer replies, summaries, and the weekly briefing go out over email too.
The phone is the command, reminder, and approval channel. A Twilio integration gives the family one number to text. Family members send quick instructions ("book Leo's dentist next week after school") and the butler sends quick reminders and approval requests back. Approvals are app-less by design: "I found a slot on Tuesday at 11:30. Reply YES to book, or tell me another time." Both surfaces reach out through start-conversation abilities, so the butler can open a new email thread or a new text on its own initiative.
Underneath the surfaces sit two things that make this more than a set of automations. The first is a household memory in a persistent Space, reached through the CBK space ability pack: a family profile (children, schools, activities, allergies, who approves what, quiet hours), a trusted-vendor list, and the operating manual. It is seeded on import and editable by message - "remember Thursdays are bad for swimming" updates it. The second is a task ledger, the butler's source of truth: every errand becomes a task with an owner, context, status, next action, deadline, and approval flag, so it can chase, remind, and recover from interruptions instead of forgetting. Scheduled tasks fire the follow-ups at the right time.
Approval gates run through the whole thing. Reminders, summaries, draft replies, and shopping lists happen on the butler's own initiative. Spending money, booking, messaging a school or doctor, or sharing private information always waits for a yes. And because a real family butler cannot be pure AI on day one, it is honest about its limits: for an errand that needs a phone call or a messy web form, it does the part it can - finds the options, drafts the message, prepares the details - and hands the rest back rather than pretending it is done.
It is proactive. A Sunday-evening trigger sends the week-ahead family briefing, and a daily sweep chases overdue tasks and fires the reminders that are due. Web search and page fetch let it research vendors and read the pages behind a link, and a clock keeps its reminders anchored to real dates.
Extend it by adding a shared calendar for scheduling, an outbound voice call for premium errand execution over the same Twilio number, or by splitting the proactive work into time-partitioned agents that hand off through the same Space.
Backstory
Common information about the bot's experience, skills and personality. For more information, see the Backstory documentation.
Skillset
This example uses a dedicated Skillset. Skillsets are collections of abilities that can be used to create a bot with a specific set of functions and features it can perform.
Start Phone Conversation
Start a new text (SMS) conversation with a family member over the phone line. Use for quick reminders, approval requests, and nudges.Start Email Conversation
Start a new email thread with the family. Use for briefings, summaries, reminders, and follow-ups.Search Web
Search the web for specific keywords - to find vendors, compare options, and pull in context.Fetch Web Page
Fetch the content of a web page using a URL and convert it to text - to read the page behind a link.Get Current Date And Time
Get the current date and time in one requested format, with optional timezone override.Install Household Memory Storage
Installs storage tools for the Household Memory space. Lets the butler read and write the family profile, vendors, and task ledger.Install Household Memory Skills
Installs space skills tools for the Household Memory space. Lets the butler list available skills and read the family-ops operating manual.Install Task Management Tools
Installs all task management tools scoped to the connected bot. You can list, create, fetch, update, delete, and run tasks.
Terraform Code
This blueprint can be deployed using Terraform, enabling infrastructure-as-code management of your ChatBotKit resources. Use the code below to recreate this example in your own environment.
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