The Client Onboarding Agent walks new clients through setup, collects brand assets, sorts tool access and writes the kickoff doc for your account manager.
AgentWorks Studio Blog — articles by industry
The Client Health Scoring Agent combines SLA, ticket and satisfaction data into one score per client and flags at-risk accounts early.
The Client Meeting Preparation Agent confirms the call, chases open action items and delivers the brief the night before so account leads focus on clients.
The AgentWorks Annual Policy Review Agent books each review and preps the package across carriers, so account managers pick up the phone ready to advise.
The Client Health Scoring Agent watches SLA, ticket and survey signals, flags the at-risk account and books the check-in, so account managers can act.