Streamline the lead-to-client journey with new client management features and project-scoped agents.
Client Management
One-Click Client Creation
Convert captured leads into client accounts instantly. No more manual data entry or switching between systems—go from lead to active client in a single click.
Session Integration
Link embedded agent conversations directly to client profiles. Every interaction is automatically associated with the right client record, building a complete history.
Source Attribution
Track which embedded agent or session generated each client. Understand your acquisition funnel and optimize the agents that drive the most conversions.
Project Agents
Project-Scoped Agents
Create agents tied to specific projects and workflows. Each project can have its own dedicated agent with context-aware knowledge and capabilities.
Task Association
Link agents to project tasks for contextual interactions. Your AI understands what needs to be done and can guide users through task completion.
Onboarding Experience
Redesigned Welcome Email
Beautiful new email template with quick-start guide and feature highlights:
- Step-by-step setup instructions
- Key feature highlights
- Direct links to documentation
- Support contact information
The new welcome flow reduces time-to-first-agent and improves activation rates across all customer segments.