Commands
Talk to Account Assistant in its Slack channel by mentioning @Agenteous. For draft approvals and response-deadline alerts, the agent sends cards directly to each account manager's Slack DM, and the same drafts wait on the in-app Accounts pages. You act on a draft from either place without typing a command.
Check 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 with signal activity from the past seven days: email threads, HubSpot updates, and meeting notes. Each signal line shows the source and how long ago it arrived. If the client name is ambiguous, the agent asks you to clarify before returning results.
View the Full Client Roster
@Agenteous client roster
@Agenteous active clients
@Agenteous signals overview
Returns a roster card showing all active clients and the count of signals recorded for each in the past seven days. Use this as a quick pulse check across your book of business.
Request a Draft for a Specific Thread
Draft requests typically arrive from Customer Success recommendations or are triggered automatically when a client email is classified as needing a reply. If you want to ask for a draft manually for a thread you spotted:
@Agenteous draft a reply to [client name] about [brief description]
The agent will ask for any context it needs, then post a draft card to your DM.
Ask What Account Assistant Does
@Agenteous help
Returns a short summary of the question patterns the agent supports.
Approval Buttons
Every draft gives you the same four choices, whether you act on the Slack card or open the in-app Review Draft page:
| Choice | What it does |
|---|---|
| Approve | Accepts the reply. From Slack, it sends from your Gmail account right away. From the app, it saves the reply to your Gmail Drafts folder for you to send. |
| Edit / Revise | Opens the draft text for you to change before it goes out |
| Reject | Discards the draft; the thread stays open. In the app you can add a short reason, which the assistant uses to improve future drafts. |
| Skip / Snooze | Leaves the draft pending without sending; the response-deadline clock keeps counting |
The one difference between the two surfaces is what Approve does. A Slack approve sends the reply immediately. An app approve saves the reply to your email Drafts so you give it a final look and press Send yourself. Pick whichever fits how you like to work.
When Account Assistant posts an escalation alert, the card identifies the thread and the signal that triggered it. No automatic action is taken; the account manager decides the next step.