AI-Agents for Client Services in Task Tracking
Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Turn flagged client requests into clear follow-up tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsPrompt task owners before client deadlines and report unreachable assignees.
Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.
5 toolsGive clients a ticket link for service requests or flag missing tickets.
Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.
34 toolsAsk item owners what decision to request from clients.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsHold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsOpen a fresh client review when a signed-off draft changes.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsFlag outdated files in client reviews and request the latest version.
Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.
5 toolsHand client issues to support with their details and files attached.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
5 toolsReopen client scope review when deliverables change after sign-off.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsReopen client review when a revised deliverable replaces an approved file.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsAlert deliverable owners to review cards still missing due dates.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsBring changed client scope back to the delivery manager for review.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 tools
