Client operations · Live demo
Client project status inbox
Replies to client "where are we at?" emails from the project tracker, and passes anything that needs a partner to the right person.
Talk to Ivy at Pellbridge Consulting
Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Corporate clients need regular updates for their own leadership meetings, and each request pulls an engagement manager off the work to write one. Replies arrive late, and clients feel out of touch with a project they're paying for.
How it works
- Reads each email to the client inbox and matches the sender to their engagement
- Replies with the week of the project, what has been delivered, what is waiting on the client and what is next
- Reminds clients of their own open actions, like data the team still needs
- Passes requests for partner time, new work or tailored briefings to the engagement partner with a summary
- Only discusses an engagement with the client contacts named on it
What it connects to
- ClientHi Ivy, where are we with the finance roadmap? Our CFO wants an update for Friday's executive committee.
- AgentHi Raymond, thanks for checking in. You're in week 5 of 8 and on track. The current-state report went to you on Monday, and the options workshop is booked for Thursday at 2pm. One thing is waiting on your side: the Malaysia trial balance data, which Grace needs by Wednesday.
- ClientI'll chase our finance team. Could Grace also put together a short briefing for the committee?
- AgentA tailored briefing is something Grace prepares herself, so I've passed your request to her with a summary and she'll reply today. In the meantime I've attached the one-page status summary, which you can share with the committee.
Illustrative conversation. Names, numbers and details are made up.
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