Marketing & Media Agencies
A large share of agency-client traffic is routine and repetitive: where is my report, is this post approved, what is the status of this deliverable, when does this go live, can you share the latest draft. It lands on WhatsApp and email and is handled by an account executive interrupting real work to reply, so responses are slow and the team's day is eaten by status chasing.
Who has it
PR and social agencies most, with their constant post and content approvals; digital, performance and creative agencies for status and sign-off traffic. Secondary across the sector, since agency-client communication leans on email, but real where WhatsApp is the live channel.
What we build
A WhatsApp concierge that answers the routine client front-desk traffic from the firm's own live project data (deliverable status, schedule, latest shared draft link, report availability), captures new requests and approvals straight into the project record, and hands anything sensitive (a scope question, a commercial point, a complaint, an unapproved change) to a named account person.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is the live connection to the project record: the concierge answers a status, schedule or report question from the firm's own current data, so it never guesses, and a routine, reversible reply goes out only when the data is unambiguous.
Where AI helps
AI reads the client's free-text message and works out which routine request it is, then pulls the matching fact from the project record to answer it. Anything sensitive, a scope question, a commercial point, a complaint, an unapproved change, is handed to a named account person.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Routine status and approval traffic is handled promptly without interrupting the team; the account people get their day back for the work that needs them; requests and approvals land clean into the project record.
Illustrative outcome
Same-day response on the bulk of routine client status traffic; fewer deliverables stalled waiting on an account person to reply.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.