What it will do
- Every week, it will prepare the progress update for the client: done, to do, decisions awaited, risks.
- It will compare the budget used with the budget sold.
- It will remind the client of the approvals awaited.
What you approve
- Every message sent to the client.
What it never does
- Promise a deadline or a deliverable.
- Talk about a team member's performance.
How it will work
- It readsHarvest; Gmail or Microsoft 365
- It preparesEvery week, it will prepare the progress update for the client: done, to do, decisions awaited, risks.
- You approveEvery message sent to the client.
Its tools
- Harvest
- Gmail or Microsoft 365
It will connect to them through their official interfaces (APIs), depending on the plan you hold with each vendor.
For your project management tools, it depends on your software, to be checked together during the audit.
At the slightest doubt, it hands over to you
Each agent has a written list of stop cases, agreed with you, and you can stop it at any time.
What will reach Kendu: figures only
The content of your emails, invoices and records will stay with you.
We will only see figures: agreement rate, counters, alerts and autonomy level.
The rules common to all our agents
Each agent is built and tuned for you, after the audit of your tools. Four autonomy levels, a trial period at autonomy level 0 where nothing is sent, and a log of every action. AI is not included in our prices: subscriptions and model usage (Claude, OpenAI…) are paid directly to the provider, or re-invoiced at cost price, with no margin. Each task will be given to the cheapest AI model that passes our quality trial, tested and dated. Everything is detailed on the AI agent team page; the method, supervision and data and security explain how these rules apply.
The other agents in the Agencies and consulting industry
- Time Tracking and Billing agent: It will match the time spent on your projects and prepare your invoices based on time or progress.
- Sales Proposals agent: It will write a draft of your sales proposals using your written price grid.
- Client Feedback and Versions agent: It will gather your clients' feedback into a single list of changes and keep the version history.