Meeting Prep AgentWalk into every call knowing everything
Client call coming up? This agent pulls their contract, recent tasks, open invoices, and last communication into one brief. You get the talking points that matter, ranked, plus a quick quote when they ask for one mid-call. No more digging through five tabs before you dial.
One-Page Brief
Contract terms, open tasks, unpaid invoices, and last contact on a single screen. Read it in the elevator before the call.
Your Talking Points
Tells you what to raise: the blocker, the late invoice, the renewal window, ranked by what matters most.
Quote On The Spot
Ballparks a new ask from your past work, so you name a number live instead of saying you will follow up.
Surfaces The Blocker
Flags work stalled on the client side so you can unblock it on the call instead of after it.
Catches The Late Invoice
Puts the unpaid invoice in your notes so you mention it naturally, not after you have hung up.
Spots The Upsell
Connects a renewal window to a client request, so you have a clean opening to expand the engagement.
Gathers everything about the clientInto one brief you read before you dial.
Reads the upcoming call and pulls the client context around it.
Collapses five tabs of client context into one screen.
Delivers a ranked brief plus a number you can name on the spot.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Explore more agents tonever walk into a call cold
Client Health Score
AI rates each client relationship: payment history, communication frequency, scope changes, risk level.
Client Update Generator
"Update TechStart on this week's progress." AI drafts a professional status email from your tracked work and tasks.
Upsell Identifier
Paste a project brief. AI spots opportunities to expand scope — additional deliverables the client probably needs but didn't ask for.
Google Calendar Sync
AI reads your calendar for meetings and blocks. Factors into daily planning and availability.