Client Onboarding
Automated workflows for bringing new clients onto your platform. Includes portal setup, access provisioning, and welcome sequences.
Monthly Report Generator
Automatically compile agent activity into branded PDF reports. Scheduled delivery to client stakeholders.
Usage Alert System
Notify clients when they approach usage limits. Configurable thresholds and escalation paths.
Invoice Automation
Generate and send invoices based on metered usage. Integrates with Stripe, QuickBooks, and Xero.
Compliance Audit Pack
Pre-configured audit trail exports for SOC 2, GDPR, and HIPAA compliance requirements.
SLA Monitor
Track uptime and response times against client SLAs. Automatic alerts when thresholds approach.
Client Portal Themes
Pre-built white-label themes for client portals. Dark mode, light mode, and custom brand colors.
Agent Performance Dashboard
Real-time metrics on agent performance per client. Cost, latency, and success rates at a glance.
Churn Risk Alerts
Identify clients showing reduced engagement. Proactive retention triggers for your team.
Need something custom?
Our team can build custom workflows tailored to your agency's specific requirements.