Follow Several Clients From One Portal
See how an account director asks the AI Assistant for one portal that shows the status, pending requests and critical issues of several client accounts, with links to each client's own portal.
Check Critical Jobs Across Your Clients
See how an account director asks the AI Assistant which clients have the most late Jobs, which Jobs became late recently and what is due in the next seven days.
Ask About a Client's Projects and Tasks
See how an account manager asks the AI Assistant what is open for a client: its projects, the overdue jobs and who has them, and what is due next.
Analyze Client Profitability
See how an account director asks the AI Assistant how profitable a client is, compares income and cost per project, finds why a project is losing margin and opens the Profitability Workspace.
Track Estimates Waiting for Approval
See how an account director asks the AI Assistant which estimates are waiting for client approval, for how long and why, and asks the account manager on the Feed to follow up.