Part of our Customer Support agents
AI agents for customer support teams in consulting firms
Actionist is an AI automation tool whose agents operate the apps your consulting client team already uses, from hand-writing sponsor updates and chasing data requests to drafts and queues ready for the engagement lead.
Client questions answered, data requests chased, and the sponsor update drafted before the engagement lead sits down.
AI Employees for Consulting Customer Support in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Every client question gets an ownerQuestions to the engagement mailbox are logged, acknowledged in draft, and routed to the right consultant.
- The sponsor update writes itselfProgress, risks and next steps arrive as a draft in the client's own format before the weekly check-in.
- Data requests do not stall the projectEach outstanding client item is tracked, with a reminder drafted for the right person on the client side.
- Workshops end with a clear recapDecisions, owners and dates go to client attendees as a draft, so nothing is left to memory.
- Unhappy clients are heard earlyPulse scores and complaints are logged and surfaced to the partner while there is time to respond.
- Hypercare questions have a queueAfter go-live, client questions land in one queue with the runbook answer found, ready for review.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Consulting Customer Support team's day.
Where the hours go
Client questions arrive in the engagement mailbox, in a sponsor's reply, and in a workshop chat, and nobody can say who owns which. A sponsor waits days for an answer a consultant assumed someone else had given.
An agent reads the client mailboxes, logs each question against the engagement, finds the owner on the staffing sheet, and drafts the acknowledgement for the engagement lead to approve.
The weekly sponsor update is written from scratch every Friday afternoon, gathered from three tools and rewritten into whatever layout that client's PMO happens to want.
An agent pulls the week's progress, risks and next steps into a draft in the client's own format, and the engagement lead edits and approves it.
The project stalls on client data. Files arrive partial, the right contact is unclear, and chasing the overdue items falls to a consultant who would rather be doing analysis.
An agent tracks every item on the information request list, checks incoming files against the request, and drafts a reminder for the right client contact, held for approval.
After go-live the client's team keeps asking how things work, and answers live in a runbook nobody can find. Hypercare questions bounce between consultants and the response commitment is missed.
An agent logs each hypercare question, finds the runbook answer, flags the response clock, and routes defects to delivery, leaving the reply for a consultant to approve.
Actionist Will Automate
What one automation looks like
A week with your Consulting Customer Support agents
Some of the apps for your Consulting Customer Support team
Some of the client support apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Client intake110 min / weekTracking client questions across threads
Questions sit in the engagement mailbox, a sponsor's reply and a workshop chat, and someone pieces together who answered what.
Client intake Agent0 minAgent logs each and drafts the holding replyAn agent logs each question against the engagement, finds the owner, and drafts the acknowledgement for approval.
- Status updates120 min / weekWriting the sponsor update on Friday
Progress is gathered from three tools and retyped into the layout the client's PMO prefers, usually late in the afternoon.
Status updates Agent0 minAgent drafts it in the client's formatAn agent assembles the week's progress and risks into the client's template, and the engagement lead edits and approves.
- Data requests100 min / weekChasing the client for files
A consultant rereads the request list, works out who owes what, and writes each reminder by hand, then opens each file to see if it is usable.
Data requests Agent0 minAgent tracks items and drafts the nudgeAn agent compares files with the request list, flags what is partial or missing, and drafts a reminder for each client contact.
- Meetings90 min / weekWriting recaps after every workshop
Notes are turned into a recap of decisions and owners the evening after the session, and client actions are chased from memory.
Meetings Agent0 minAgent drafts the recap and tracks actionsAn agent drafts the recap from the notes, lists client-side owners and dates, and prepares the follow-up for approval.
- Hypercare130 min / weekAnswering post-go-live questions
Questions reach individual consultants, the runbook answer is hunted for, and response times are checked by hand.
Hypercare Agent0 minAgent queues, finds the answer, tracks the clockAn agent logs each question, finds the runbook section, tracks the response commitment, and routes defects to delivery.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent working near your clients only earns trust if you stay in control of every word that reaches them. Actionist is built so you see what it read, approve what it drafts, and keep the relationship in the hands of the engagement lead.
Acknowledgements, status updates, reminders and recaps are drafted for the engagement lead. Nothing reaches a client unless you widen that autonomy yourself.
The agent logs and summarises a concern. A partner decides how to respond, what to concede and who speaks to the client.
The agent works inside your mailboxes, file stores and project tools under the permissions you give it, and client material is not mixed between engagements.
You can see what was read, what was drafted and what was filed, so you can answer a client who asks how a question was handled.
More Consulting Firms teams
More use cases for Consulting Customer Support teams
Frequently asked questions
Does our consulting client team need to be technical to use Actionist?
How do we get started with an agent for client updates?
Can we build a custom agent for how our firm talks to clients?
How quickly can we set it up for a new engagement?
Will it send anything to a client without the engagement lead seeing it?
Our clients' portals and shared drives have no API. Will it still work?
Client material is confidential. How is it kept separate between engagements?
What happens when a client is unhappy or raises a complaint?
Is this meant to replace our engagement managers?
See an agent draft a sponsor update and chase a data request
Book a free demo and watch an Actionist agent triage a client mailbox, draft the weekly update, and chase an overdue data item, end to end.