AI Account Manager
Put your client relationships on autopilot with an AI that handles reporting, answers questions, and manages communication 24/7.
Automates your customers relationship even when you sleep.
24/7 AI-Powered Communication
Deploy a professionally trained AI chatbot in your client’s private portal that can answer their questions about strategy, pipeline, and progress anytime, day or night.
Customer Service/Support
Answers phone calls, providing account updates, addressing common questions, qualifying leads and routing complex issues to a human agent.
Strategic Partner Positioning
Free yourself from tedious administrative tasks and low-level questions, allowing you to focus on high-value, CEO-to-CEO conversations that strengthen relationships and increase client lifetime value.
Key Features
Live Client Dashboard
Provides clients with 24/7, view-only access to their most important performance metrics, synced in real-time.
Conversational AI Chat
A sophisticated chatbot trained on our proprietary account management frameworks to handle client inquiries with expert-level answers.
Real-Time Data Sync
Integrates seamlessly with your CRM to provide clients with up-to-the-minute, accurate data.
Proactive Status Updates
Proactively summarizes progress and upcoming activities, keeping your clients informed and confident.
Automated Question Handling
Answers the most common client questions, such as “How many deals are in the pipeline?” or “What's the strategy for this month?”
Full Conversation History
Review the full history of AI-managed conversations for complete transparency and alignment.