Check-in Agent
Weekly check-ins collected, summarized, and answered in your voice, so clients feel coached daily.
Included in Creator and Agency. Available on Solo as one of your three tools.
30-second demo
A recording of Check-in Agent running end to end, from trigger to approved draft.
What it does
Three things, done properly.
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.
What you get
A finished draft, waiting in your inbox.
You never start from a blank box. The default interaction is reading something that already exists and pressing one of two buttons.
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.
- Goes to
- Twilio
- Reversible
- Yes, from the activity feed
Set it and forget it
Autopilot, when you have a reason to trust it.
Replies send on their own once you trust the voice. Red-flag answers and anything that mentions injury, money or quitting always wait for a human, on every setting.
What never runs without a human
- Anything flagged by content safety.
- Anything the model rates below 0.7 confidence.
- Anything involving money: a refund, a discount, an offer.
- Public criticism, and any reply to it.
Works with
- Twilio
- Gmail
- Stripe
- Calendly
- Google Sheets
Connect any of these once and every other tool that can use them does too. You are never asked for the same account twice.
Goes well with
Tools that share the same data.
Because everything lives in one workspace, these are not integrations. They are reading the same rows.
Program Builder
Talk through a plan. Get a formatted, substitutable 12-week program.
Client Churn Predictor
Know which clients are drifting before they cancel, with the message that brings them back.
Testimonial Harvester
Wins found in your check-ins, permission asked, social proof made.
Questions
Check-in Agent, specifically.
Do clients need an app?
No. They get a link, they answer, they are done. There is an optional client PWA with their program and history if you want one, but nothing is required.
What counts as a red flag?
A word list you control, seeded with the obvious ones. Anything matching skips the queue and lands at the top of your inbox marked urgent.
Can different clients check in on different days?
Yes, per client or globally. The default is Sunday 18:00 in the client’s own timezone, not yours.
Try Check-in Agent on real data in 90 seconds.
Fourteen days of Creator, free, no card. Connect one account and something worth approving shows up before you have finished reading this sentence twice.
No card. No free-tier trap. Cancel in two clicks from Billing.