Your AI Assistant for WhatsApp Client Management
Built for financial advisors. Automate client engagement, track to-dos, and stay updated on every client's needs—directly within WhatsApp.
Designed for Peak Efficiency
Stop juggling notes and apps. Our agent centralizes client communication and task management where the conversation happens.
AI-Powered Understanding
Leveraging advanced AI (Claude), the agent intelligently comprehends client messages, identifying action items, questions, and key information.
Automated To-Do Tracking
Never miss a follow-up. The agent automatically creates and tracks tasks based on your conversations, ensuring you're always on top of client needs.
Persistent Client Memory
Each client has a dedicated memory. The agent remembers past interactions and context, providing personalized and informed support every time.
Simple, Powerful Automation
Our agent follows a clear, automated workflow to process every client interaction with precision. Here’s a look under the hood.
Conversation is Triggered
The workflow begins the moment a new message arrives from a client on WhatsApp.
trigger-chatAI Analysis
Each message is processed by Claude, our AI engine, to understand the content, context, and intent.
claudeContext Retrieval & Update
The system retrieves the client's conversation history, processes the new information, and updates the client's memory with new to-dos and notes.
memory-get codeblock memory-setResponse & Summary
An appropriate response is formulated, and you receive an up-to-date summary of the client's needs and your pending tasks.
claude end-workflowSimple and Transparent
Get started without hesitation. Our powerful client management tool is available to you at no cost.
Ready to Revolutionize Your Client Workflow?
Spend less time on administrative tasks and more time providing expert financial advice. Sign up today and let your AI assistant handle the rest.
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