Agents › Admin & the machine
Arkeo Client Success Agent
It turns one recorded kickoff call into your client's profile, requirements and plan. Then it finds overdue commitments each day and drafts the chase, so what you promised a client gets done.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Turns the kickoff call into the client planper client
- ✓Finds overdue commitments and drafts the chaseevery day
- ✓Writes a brief for each clientevery Monday
From the kickoff call to the plan, and nothing promised gets lost.
SlackMeeting recordingsHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
- 1
Starts from the kickoff call
It reads the recording of your discovery or kickoff call and writes the kickoff meeting document.
- 2
Builds the client plan
One call becomes the client profile, the requirements and the build plan, ready for your approval.
- 3
Marks where each detail came from
Each value is tagged as taken from the call, worked out, or missing, so your team knows what to confirm.
- 4
Finds overdue commitments
Each day it finds what was promised and is now late, and drafts the message to chase it.
Posts approved messages to your client
Once you approve a message, it posts it in that client's Slack channel.
- 6
Writes a Monday brief per client
Each Monday you get a brief for each client: the schedule, blockers by how long they've been open, and what changed over the weekend.
What you get
The profile, requirements and plan come straight from the kickoff, not from days of notes and follow-up calls.
Late commitments are found each day with the chase already written, before the client has to ask.
The schedule, open blockers and weekend changes for each client, in one brief.
What this looks like at your business
Client planProfile, requirements and plan, ready for approval.
Designed for businesses that onboard clientsOverdue commitmentsOverdue commitments found every day, with the chase drafted.
Designed for businesses that onboard clientsClient updatesSchedule, blockers and weekend changes for each client.
Designed for businesses that onboard clientsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Arkeo Client Success Agent follows your process, your rules and your software, not a template.
The profile, requirements and plan follow the shape your team already uses for a new client.
Polite or direct, short or full. The drafts use the words your team uses with clients.
The owner, your account lead, or the person who runs each client. You set who signs off.
Slack today. If your clients talk to you in Microsoft Teams or by email, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
SlackMeeting recordingsPart of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Takes a job from the plan, writes a spec checklist, builds it, reviews its own work, and posts a build report to Slack.
Builds that review themselves before they ship.
See this agent →
Makes your customer calls searchable, so any agent can ask what a client said on their last call.
Your CRM stays right without anyone typing.
See this agent →Book a 15-minute call
Get your version of the Arkeo Client Success Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Arkeo Client Success Agent
Is my customers' information safe?
Yes. The agent reads only the calls and channels its job needs, in your own accounts. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it message my clients on its own?
No. It drafts the messages. A person approves each one before it posts to the client.
Can it follow the way we work?
Yes. Your version builds the plan in your shape and chases in your words. We set that up with you after the call.
Can I turn it off?
Yes. Remove it from your Slack workspace and it stops right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.