Written for a person talking to Claude, ChatGPT, or another connected client. The assistant interprets. Heldrey validates and executes.
Before you connect
Without your account, an assistant can still find out whether Heldrey can automate a wish, what the plans are, and how referrals work. Useful phrasing: “Can Heldrey …?”
That public path does not change your calendar. If the assistant only lists those discovery answers, it has not connected yet — connect and allow.
After you connect
- Set up a rule
- Invite Hold, Travel Time, and Calendar Sync
- Explain what happened
- Undo
- Your account and plan
What an assistant never does is the boundary around all of this.