You can manage clients by talking to Aventide in Think or in Sidekick. It works on the same client records you see in the Clients workstation.

What you can ask

  • "Add a new client called Riverbend Studio, [email protected]." New clients start as leads.
  • "Add Jordan as a contact and link them to Acme."
  • "Move Riverbend to the proposal stage."
  • "What's going on with Acme right now?" Aventide reads the client's room: stage, money and time, contracts, documents and anything that needs attention.
  • "Catch me up on Riverbend before my call." Aventide reads the client's history.
  • "Send me Acme's portal link."

Client documents from chat

Ask for a proposal, scope of work, welcome note, one-pager or project recap for a client you name. Aventide asks which template to use. For a proposal or scope of work, it also asks how it's priced: from one of your offers, a custom price or decide later. It reads the outline back so you can change it, then asks for your approval before it writes.

The finished document is saved in that client's room, hidden from their portal until you switch it on.

Nothing goes out without you

Changing a client's details, removing a client and importing a batch of clients always ask for your approval first. So does writing a client document, once you've confirmed its outline.

What Aventide remembers

Aventide also keeps notes about each client, like their preferences. It asks before saving a price or a promise. You can see and edit these notes in the Memory tab of your Business Hub.