How to Deploy AI Agents for Customer Onboarding

In this live session recording, you'll learn how:

• Client Sentiment reads through every piece of client communication, messages and comments alike, and flags negative or frustrated tone before it turns into a bigger problem. Because customers communicate across so many different channels, warning signs can slip past a busy team until it's too late. This agent catches that shift early and suggests a next step, like drafting a reply that gets the client the help they need.
• Client Accountability suggests nudges and escalations when client tasks go overdue or sit incomplete. Sam called this one his personal favorite, a pain he experienced firsthand running a marketing and design agency before co-founding LaunchBay: chasing clients for the information or approvals your own team is blocked on.
• Decisions logs the decisions that come out of meetings and messages automatically, the "we agreed to add this deliverable" moment that otherwise means scrambling after a call to write it down, assign tasks, and send a follow-up email. Once a decision is logged, you can edit it, then create tasks from it, send a nudge, or even build a new form, all from chat.
• LaunchAI Chat, the natively built-in chat experience, works similarly in the background too, opening every session with a briefing of unread items, critical flags, and a quick summary across your projects.