Client communication
Client Brief
Drafts owner updates, meeting agendas, follow-ups, and the weekly client email. A person approves every note before it goes out.
What it will and won't do
- A draft is not a sent email.
- Client messages wait for approval.
How it works with the other desks
Site Lead routes a request to the right agent, asks more than one agent when the work needs it, keeps the task list, and writes the audit trail. Client Brief is the desk for client communication. Sensitive actions wait for a person.
Plan availability
- Starter lets a company choose 3 of the 6 agents. This desk can be one of those three.
- Professional includes all 6 agents.
- Enterprise includes all 6 agents and Site Lead.
Other desks
Each desk has a named job. Open another page to read what it will and won't do.
