Notifications
Account Assistant sends notifications in two places, and the same draft is available from both. Draft approval cards and response-deadline alerts go to each account manager's personal Slack DM, and they also wait on the in-app Accounts pages. Signal query responses appear in the agent's Slack channel. No client-facing content ever appears in a shared team channel.
Draft Approval Card
When: A client email is classified as requiring a reply and a draft has been generated.
What it contains:
- The client name and the email subject line
- A brief summary of what the email is asking for
- The draft reply text, written in the account manager's voice
- The time elapsed since the email arrived
- Four choices: Approve, Edit (Revise in the app), Reject, Skip (Snooze in the app)
Action required: Review the draft and make one of the four choices. If you Approve in Slack, the reply sends immediately from your Gmail. If you Approve on the in-app Review Draft page, the reply is saved to your Gmail Drafts folder for you to send. Edit (or Revise) opens a text field for changes before the reply goes out. Reject or Skip (Snooze) leaves the thread open without sending. A Snooze leaves the draft waiting so you can come back to it later.
Escalation Alert
When: An incoming client email is classified as an escalation signal: hostile tone, churn or cancellation language, urgency about a missed commitment, or a clear "this is a problem" trigger.
What it contains:
- The client name and email subject line
- The specific signal that triggered the alert (for example: "client is questioning the relationship" or "client reports a missed deadline")
- A note that no draft has been sent automatically
Action required: Review the thread directly and decide how to respond. Account Assistant will post a draft separately if you want one; the alert itself does not send anything.
Response-Deadline Approaching
When: A client thread has been open without a reply for a significant part of its response window, and a draft is still pending or has not been generated yet. These checks run every thirty minutes, and the clock pauses outside your working hours.
What it contains:
- The client name and thread subject
- Time elapsed since the email arrived
- Remaining time before the response deadline
Action required: Act on the pending draft or check the thread. If you already responded outside the draft workflow, you can Skip (or Snooze) the draft to set it aside.
Response Deadline Missed
When: A client thread has passed its response deadline without a reply being sent.
What it contains:
- The client name and thread subject
- Total time elapsed
- A note that the missed deadline has been recorded
Action required: Respond to the client thread at your earliest opportunity. The missed deadline is recorded, but the thread stays open for you to act on.
Signal Query Response
When: You ask "what's happening with a client?" or "client roster" in the agent's Slack channel.
What it contains:
- For a per-client query: a card with signal lines from the past seven days, each labelled with source (email, HubSpot, or meetings) and timestamp
- For a roster query: a summary card listing all active clients and their seven-day signal counts
Action required: None. These are read-only responses. If a signal needs follow-up, you can request a draft or take action in the source system.