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Client Reporting Agent

by Katexs

Answers routine account questions so your team stays billable.

Want this agent running in your business?

Book a Deployment

445 deploys

Overview

Agency account managers spend 30% of their week answering the same client questions: 'How's my campaign doing?' 'What did we spend?' 'When's the report due?' This agent handles all of it — pulling live data, answering routine questions, and escalating only when strategy is needed. It keeps your team billable and your clients informed.

What it handles

  • Answers routine account questions from live dashboard data
  • Pulls campaign performance, spend, and timeline updates
  • Schedules report delivery and check-in calls
  • Handles billing and invoice inquiries per policy
  • Escalates strategic or unhappy clients to the account manager

Channels

ChatEmail

Integrations

HubSpotGoogle AnalyticsSlackZapier

Workflow

  1. 01

    Question Received

    Client asks about campaign performance via chat or email.

  2. 02

    Live Pull

    Agent queries dashboards and delivers the answer in real time.

  3. 03

    Resolve or Escalate

    Routine question answered. Strategic issue routed to the AM.

  4. 04

    Log & Follow

    Interaction logged; follow-up scheduled if client satisfaction drops.

What you'll need

  • Dashboard access (GA, ad platforms, CRM)
  • Client account mapping
  • Escalation rules by issue type