Check-in Agent
Weekly check-ins collected, summarized, and answered in your voice, so clients feel coached daily.
- Sends check-in prompts on each client’s own schedule by email, SMS or WhatsApp, with a private link that needs no login or app.
- Summarises every submission and drafts your reply in your voice, referencing what they said last week so it does not read like a template.
- Escalates red-flag phrases straight to the top of your inbox, and chases non-responders after 48 hours without you noticing they were missing.
A check-in per client with the summary, the trend since last week, and your reply drafted. Approve to send by whichever channel that client uses.