This agent watches for the happiness peak, project delivered and invoice paid, then drafts a testimonial request timed for that moment. The ask includes two specific questions so the client can answer fast. If they go quiet, it sends one gentle nudge.
Watches for delivery shipped, kind words sent, and invoice paid, then asks at that peak instead of weeks later.
Writes the ask with two specific questions so the client answers in two minutes, not by staring at a blank reply.
If they do not respond, it sends a single soft follow-up. One reminder while it is still fresh, never pestering.
The request reads like you wrote it, warm and specific to the project, not a generic form letter.
References the actual result you delivered, which nudges the client toward a concrete, usable quote.
When a testimonial comes back, it flags it so you can drop it straight onto your site or proposal.
Tracks delivery and payment signals to time the ask, then sends it.
Reads the signals that tell it the client is at their happiest.
Sends an easy-to-answer request, then flags the reply to publish.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Project ending? AI sends final deliverables summary, last invoice, feedback request, and archives the project.
Happy client? AI drafts a referral request that's specific about who you're looking to work with. Timed right.
Project wrapped, payment received. AI drafts a genuine thank-you that opens the door for future work.
AI rates each client relationship: payment history, communication frequency, scope changes, risk level.