Client Communications
Turns the planner's notes into a clear client update, and drafts proposals and reminders in the planner's voice, signed with their own name and business, ready for them to review and send.
The Client Communications agent comes with the Professional plan, in the Wedding & Event Planners bundle, $49 a month for your practice, your whole team included. You choose it when you set up a project after you sign up for Professional.
How the Client Communications agent works with you
The agent does the drafting. You make every decision that leaves your project.
- BriefYou describe the project and add what the agent should work from.
- DraftThe agent drafts the work on your own project data.
- ReviewYou read the draft, then approve it or send it back with a note for your team. The agent does not revise it.
- DeliverOnly an approved draft can become a delivery, which you send yourself.
What it drafts
What it works from: What you tell it, plus the project you link to the conversation (date, guests, budget, location) and your own vendor book. It is set up to name only vendors in your vendor book. It drafts; you decide and send.
- Client updates from your notes: decisions needed, payments coming up, next steps
- Proposals using the fees you give it
- Short reminders for a single action and its due date
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