Commands
Mention @Agenteous in the Account Assistant's Slack channel, or message it directly, to ask about clients. These questions only read information. They never write a draft. Drafts come from incoming client email. The Draft outreach button on a Customer Success card also produces a card, with a suggested check-in that you send yourself (see below). For drafts you do not type anything: you act on cards in Slack or on the Accounts pages.
See What Is Happening with a Client
@Agenteous what's happening with [client name]
@Agenteous any signals on [client name]
@Agenteous client [client name] status
Returns a card of recent signals for that client from the last seven days: email, CRM updates and meetings, each with its source and how long ago it arrived. The assistant matches the name you type against your clients loosely. If it finds no match, it says so and suggests asking for the client roster.
See the Client Roster
@Agenteous client roster
@Agenteous signals overview
Returns a card listing each client with its signal count for the last seven days, busiest first. You can also say "active clients", "client overview" or "all clients".
Anything Else
A message that does not match one of the patterns above returns a short help message listing what the assistant answers. There is no command to ask for a draft, and no command to send one.
Approval Buttons
Each draft card in the account manager's Slack messages has four buttons.
| Button | What happens |
|---|---|
| Approve + Send | Sends the reply right away from the connected Gmail mailbox, as a reply to everyone on the thread, with the real signature and quoted history, and archives the original |
| Edit | Opens the draft. Save + Send sends your edited text at once, and the edit is kept as a correction that shapes later drafts |
| Skip | Sets the draft aside without sending. You cannot approve it later, and the response clock keeps running, so reply from Gmail yourself |
| Reject | Asks you to confirm, then discards the draft and sends nothing |
On the Review Draft page in the app the same four choices are called Approve, Revise (Send New Body), Snooze (Leave Open) and Reject. Approve and Revise both send the reply immediately. Reject accepts an optional reason. Snooze works like Skip: the draft is set aside without sending and cannot be approved later, and the response clock keeps running.
Customer Success Handoff Cards
A card that comes from the Draft outreach button on a Customer Success card carries a suggested check-in message, but there is no client email to reply to. Its main button reads Approve and Save to Gmail Drafts instead of Approve + Send, and it never sends. It saves a new draft in your own Gmail Drafts, with your signature, addressed to the client's contact when one is on file and blank otherwise. Edit on that card offers Save to Gmail Drafts in place of Save + Send, and on the app's Review Draft page the buttons read Approve and Save to Gmail Drafts and Revise (Save New Body to Gmail Drafts). Nothing is archived and the response clock is not stopped. Open the draft in Gmail, check the recipient, and send it yourself. The card then reads Saved to Gmail Drafts, not sent.
Related
- Notifications: the cards in detail
- Examples: walkthroughs