AI Account Manager
Manages client relationships, onboarding, regular check-ins, and satisfaction tracking.
An AI account manager is an autonomous agent that owns the client relationship — onboarding, recurring check-ins, satisfaction signals, and relationship history. In Helm, the account manager has full CRM access, runs on Claude, and can operate in observe, suggest, or auto modes.
What an AI Account Manager owns.
Tune every dimension of how the agent works.
Roles, tools, autonomy, memory, schedules, budgets. Every agent ships with the same configuration surface.
Pre-built or custom roles
Start from a Project Manager, Account Manager, or other template. Or define a custom role with its own name, color, and defaults.
Scoped tool access
Enable specific tool groups (tasks, projects, billing, calendar, analytics, memory, and more). Toggle read or read-write per group. Add 300+ external integrations.
Three autonomy levels
Observe (watch silently), Suggest (draft and wait for approval), or Auto (execute directly). Flip levels as trust builds.
Per-channel autonomy override
A fully autonomous agent can still require approval on email. Rare in AI tools, essential for client-facing work.
Custom instructions and skills
Layer your own instructions on top of the role's defaults. Enable skill modules for domain expertise and house style.
Memory
Agents remember past decisions, scoped to workspace, account, or project. Searchable. Optional. Disable per agent.
Schedules
Run agents on a daily, weekly, or monthly cadence with a custom prompt. Output to Slack, in-app notifications, or a task comment.
Spending limits
Set a monthly USD cost cap per agent. Runs pause automatically when the budget is hit. Usage is tracked per run and per month.
Full audit trail
Every agent run is logged with the tools called, inputs, outputs, success/failure, tokens, and cost. Browse history per agent.
Lives inside the rest of the platform.
Same records your team uses. No separate database, no sync lag.
Plus the tools this agent reaches for.
Connected once at the workspace level. Scoped per agent with read or read+write.
Reach the agent where you work.
Four channels. Each with its own permissioning and autonomy override.
In-app chat
Open the chat panel in Helm and talk to the agent directly. Page context comes along for free.
Reachable on any mailbox the workspace has connected. Replies route back through the agent.
Slack
@mention in any channel the agent is invited to, or DM the workspace DM handler.
Scheduled runs
Runs on a daily, weekly, or monthly cadence. Output to Slack, notifications, or a task comment.
Real work this agent runs.
Three modes. Override per channel.
You pick how much the agent decides for itself. And you can be stricter on channels that face clients.
Real prompts. Real replies.
Questions about the Account Manager agent.
What's the difference between the Account Manager and the Project Manager agent?
The Account Manager owns the relationship: renewals, satisfaction, strategic check-ins. The Project Manager owns delivery: timelines, blockers, status reports. They operate on the same records but the Account Manager thinks in accounts and years, the Project Manager thinks in projects and weeks.
Can the Account Manager agent send email on my behalf?
Yes, if granted read-write access to Email. Autonomy levels control whether the agent drafts for approval, suggests, or sends directly. Most workspaces run this agent in Suggest mode for client-facing communication until they've seen enough drafts to trust Auto mode.
How does it track account health?
It reads response times, meeting cadence, invoice payment patterns, sentiment in threads, and project-level signals (hours over budget, missed milestones) from across the platform. No separate health scoring tool needed. The signals are already in the platform.
Can multiple Account Manager agents exist for different account tiers?
Yes. Create multiple instances of the role with different scopes: one for top-tier accounts with higher autonomy, one for long-tail accounts on a lighter cadence. Each has its own instructions, tools, and monthly budget.
What plans include this agent?
The Account Manager role is available on every Helm plan. External integrations (Slack, Gmail, Google Calendar) require Pro or Business.
Hire your AI Account Manager.
Included on every Helm workspace. Per-workspace pricing. No per-seat tax.