This agent joins your client calls, records and transcribes them, and writes a tight summary with the action items that came up. Each action item can become a task linked to the right project, and the notes save against the client. You stay present on the call instead of typing through it.
Drops into your client call, records, and transcribes the whole thing. You talk to the client instead of typing while they speak.
Returns a short recap of what was discussed and decided, not a wall of raw transcript you have to reread later.
Pulls the follow-ups out of the conversation and turns each one into a task on the right project, with an owner.
Files the transcript and notes against the client, so the next time you open them the whole call history is there.
Forgot what you promised on the March call? Ask, and it finds the exact moment in the transcript.
The thing the client mentioned at minute 31 lands as a task, not a vague memory you lose by the next meeting.
Reads the call from your calendar and saves the recap where you already work.
Works on the calls you already take, no extra setup before you dial in.
Turns 40 minutes of talk into a recap and a task list tied to the project.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Client call in 30 minutes? AI pulls their contract, recent tasks, open invoices, and last communication. One summary.
New client signed? AI creates the project, sets up milestones, sends a welcome message, and shares the client portal.
"Update TechStart on this week's progress." AI drafts a professional status email from your tracked work and tasks.
Project ending? AI sends final deliverables summary, last invoice, feedback request, and archives the project.