🧠
Consulting & professional services
Hand client threads, status updates and proposal/invoice comms to your agent.
What hurts today
- ×Clients keep asking "where did we leave off?"
- ×No time to phrase invoice/payment notes politely.
- ×You retype the same analysis template for different clients.
- ×Across multiple projects, context gets lost and mixed up.
What you get back
- Automatic status emails — clients always informed.
- Invoice threads stay warm but clear; payments arrive on time.
- You write the template once; the agent multiplies it with the right tone.
- Per-client context — no more mix-ups.
A typical exchange
Tap a chip to see different threads.
🧠 Consulting & professional services
Inbound mail
What’s the latest on the project?Agent reply
We’re wrapping the analysis phase; you’ll get the first draft this week and we’ll revise together next week.2 credits · approval-gated
- 1Regular client status updates: "we’re at step X, next is Y…"
- 2Schedules meetings from real free slots on your calendar.
- 3Drafts proposal/invoice threads; you approve and send.
- 4Pulls context from past projects ("we did this with client X…").
Tools at work
- "Remember" memory: client preferences, project notes.
- Morning digest: who needs attention today.
- Calendar tool: discovery/check-in meetings.
- Escalation: sensitive comments/disputes routed to you.
Frequently asked
How is NDA-bound client data protected?
Mail content stays in the connected account, never shared; IMAP password is Fernet-encrypted at rest.
Different tones per client — possible?
Yes — tell the agent "always be formal with X, casual with Y" in chat; it stores the rule.
Team usage — how is client ownership handled?
The Business plan supports team usage; the agent keeps a single canonical reply per thread — no doubles.
Related use cases
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