Schedule

Account Assistant runs continuously in the background. Most of its activity is event-driven: an email arrives, a draft gets generated, a button gets pressed. You do not need to trigger it for the core inbox workflow.

Inbox Monitoring

Account Assistant polls each account manager's Gmail on a regular cadence. When a new client email arrives, the triage process starts immediately on the next poll: classify the thread, assess whether a reply is needed, and begin drafting if it is. The account manager sees a draft card in their Slack DM shortly after the email arrives.

SLA Tracking

Once a client email is classified as requiring a reply, an SLA timer starts. Account Assistant watches each open thread and sends alerts as the window approaches and, if needed, when it closes. Timers run for every open thread simultaneously; the account manager does not need to do anything to keep them running.

On-Demand Queries

Signal queries ("what's happening with a client?" or "client roster") run when you ask. There is no scheduled summary: you get a fresh pull from the signal store whenever you type the question.

Customer Success Handoffs

When Customer Success posts an analysis card recommending a proactive outreach, and the account manager clicks "Draft this," the draft request reaches Account Assistant immediately. It does not wait for the next scheduled cycle.

Availability

Account Assistant is available every day, around the clock. Drafts and alerts arrive in real time as client email lands in the inbox.