AI CHAT AGENTS · AGENCIES

Stop Fielding Status Update Questions

Your AI chat agent handles client intake, surfaces project status, schedules internal meetings, and clarifies scope — so your team can focus on actual delivery.

6+
Hours/week lost to status pings
$8k+/mo
Avg. agency retainer
70%
Project Q&A deflected
The Problem

What's Costing You Leads

Clients ping for status updates constantly

Your PM spends hours a week answering 'where are we on X' instead of moving work forward.

Most agencies lose 6+ hours/week per PM to status-update questions

New inquiries fight for attention

A qualified lead emails Friday afternoon. By Monday your closest competitor has already set up a discovery call.

Scope drift happens in DMs

Slack messages become scope additions nobody tracked. The project bleeds margin before anyone notices.

Onboarding is a repetitive slog

Every new client goes through the same 15 intake questions. Your team does it live every single time.

What It Does

Built for Agencies

Every capability is configured specifically for your industry — not a generic template.

New Client Intake

Captures brand, goals, timeline, budget, and existing assets — so your team walks into the kickoff already prepared.

Project Status Q&A

Answers 'where are we on X' by pulling from Asana, Monday, ClickUp, or Notion — deflecting 70% of client pings.

Meeting Scheduling

Books internal and client meetings directly into your calendar with the right team members auto-invited.

Scope Clarification

When a client asks 'can you also add X' the agent flags it as scope and routes to account management before it becomes a problem.

Proposal & Contract Q&A

Answers questions about your services, process, and timelines — moving prospects from browsing to discovery call.

Invoice & Billing Questions

Deflects 'when does my invoice hit' and 'can you send the receipt' from your ops inbox with live pulls from your billing tool.

The ROI

Every Lost Visitor Has a Price

Average Value

$8,000+/mo average agency retainer

Missed Lead Cost

One lost qualified lead could be $100k+ in annual retainer revenue

Industry Insight

Agencies that deflect 70% of status pings unlock ~6 hours/week per PM — that's $300k+/yr in reclaimed billable time

FAQs

Common Questions

Ready to reclaim your PMs' week?

Book a free consultation and we'll show you how chat can deflect repetitive questions so your team can focus on billable work.