No dashboards. Just ask how a client is doing.
How many dashboards have you paid for and stopped opening? This is an AI client success manager that lives in a chat. Ask how a client is doing and it tells you where they are in their program, what they're working on, when the last email went out, its honest read and one next step. Ask it to draft a note and nothing goes out until you tap Approve. Prefer it done for you? We build and run it in your business.
Chapters
How the AI Client Success Manager works
Ask a real question
"How's Tom doing?" Where he is in his program, what he's working on, when the last email went out, an honest read and one next step.
It knows the history
It reads every draft and every email that went out, so it won't tell you to send what you sent two days ago.
Draft, then you approve
Ask it to draft a note and it writes in your voice. Nothing goes out until you tap Approve, then it sends from your own email.
It knows your processes
It answers from your own playbook and logs your call notes when a call ends.
The one thing it refuses to do
It refuses to make things up. Ask it something it doesn't know and it tells you. It doesn't guess.
Every client shown is a fictional practice client.
Rather not build or run any of this?
Keep every client and grow every account, done for you. We build it, run it and watch every client daily. You approve each message in one tap. Live in 14 days, from $300 a month.