Here's what changes.
Three ways your agent delivers value from day one.
Ask "show me all overdue deliverables" and a filtered table opens beside your chat — spanning every client project. Drill into any row to see the full context without switching pages.
Your agent reads activities, completed tasks, and upcoming milestones across a client project, then drafts a polished status report. It appears in the live panel — edit inline and share directly.
When you tell your agent about a new client, it creates the project, populates the intake checklist, and schedules kickoff activities — all from a single chat message.
One workspace, one agent — here's what it does without being asked.
Describe your clients in chat. The agent creates a project per client, a shared deliverables table, and an intake playbook — each appearing in the live panel as it is built.
The agent detects a pending client sign-off approaching deadline and creates a priority review activity. You approve it in the side panel — the agent moves the project forward.
Agent compiles progress from all project activities and produces a formatted update in the live panel. One click to copy and send to the client.
Based on open items and upcoming deadlines, the agent drafts a proposed plan for every active engagement — visible in one consolidated view beside your chat.
Join and get your agencies workspace set up with an agent in minutes.