Client question answers
Client questions get an answer drafted from your own approved material, and anything unsure goes to your team.
What changes
Today
Client questions come in all day and pull staff off client work, even when the answer is already written down somewhere.
With the agent
The agent finds the answer in your approved material and drafts a reply. Anything it isn't sure about is handed to a team member with the context.
How it works
- A client question comes in.
- The agent looks for the answer in your approved material only.
- It drafts a reply, or hands the question to the team if it isn't sure.
- A team member reviews any uncertain answer before it goes out.
Keep looking
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Client onboarding and kickoff deck
Mark a deal as won and get the onboarding checklist and a kickoff deck drafted from the proposal.
- HubSpot
- Google Slides
- Google Drive
- +1
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Weekly client update
Every Friday, a plain-English update for each client is waiting in your drafts, built from the week's work.
- Gmail
- Google Calendar
- ClickUp
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Safe login handover from clients
Clients hand over logins and keys through a one-time link, never by email or chat.
- Any web browser
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.