AI-Agents for Client Services working with Basecamp
Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
Surface client questions that still need an answer.
Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.
20 toolsEmail the current client proof to its reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsMatch client meeting requests to the right booking page.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
8 toolsNote which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 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 toolsOrganize shared project files for client delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsKeep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 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 tools
