Account Manager Agent

byHelmClient Success

An AI account manager for every client.

Works with

Slack

Gmail

Google Calendar

Overview

The Account Manager owns the client relationship: it runs recurring check-ins, drafts recaps and quarterly business reviews from real project and billing data, tracks account health, and flags at-risk accounts before renewal. It works on your playbook, reports in Slack, and acts only inside the limits you set.

What it does

What it takes off your plate.

Relationship management

Runs check-ins on a set cadence, logs context after every touchpoint, and routes questions and blockers between the client and your team.

Account health tracking

Reads response cadence, sentiment, payment patterns, and project signals to flag at-risk accounts, including any with no touchpoint in 21+ days.

Recaps and QBRs

Drafts client-facing summaries, weekly recaps, and quarterly business reviews from the last 90 days of project, billing, and deliverable data.

Renewals and coordination

Schedules check-ins, drafts renewal outreach 60 days before expiry, and nudges internal owners when a client request sits too long.

Example tasks

Things you can hand it.

Send a weekly account summary to every client listed on the calendar for a Friday digest.
Draft a quarterly business review deck using the last 90 days of project, billing, and deliverable data.
Respond to routine client questions about project status, invoice timing, or deliverables.
Schedule and confirm the next check-in meeting when the last one ends.
Flag accounts that haven't had a touchpoint in 21+ days.
Monitor sentiment in email threads and surface unhappy clients before they churn.
Update account notes with key context after every client meeting.
Coordinate handoffs between project phases: gather sign-off, confirm next steps.
Draft renewal outreach 60 days before a contract expires.
Push a "things your team shipped this month" note to each client's primary contact.
Nudge internal team members when a client request sits unanswered for more than 48 hours.

How it works

Connect once, then read Slack.

1
Connect
We set the agent up on your workspace data and connect any tools it should use, then load your client playbook.
2
Review
It reviews each account every week: touchpoints, sentiment, billing, and health signals.
3
Report
It posts a digest to Slack with at-risk accounts and recommended next steps.
4
Act
On Managed and Full tiers it drafts and sends recaps, QBRs, and renewals, within the limits you set.

Tiers

Start where you're comfortable.

Same agent, three levels of control. Moving up is a settings change, not a new setup.

QA

The agent reviews; your team acts.

Read-only access to your accounts and project data.
Weekly account health review and at-risk flags.
Findings and recommended next steps in Slack.

Managed

The agent drafts, you approve in Slack, the agent sends.

Everything in QA.
Drafts recaps, QBRs, and client emails.
Sends only after you approve.

Full

The agent runs the work; you set the limits.

Everything in Managed.
Runs check-ins and recaps on a schedule.
Escalates renewals and sensitive moments to a human.

FAQ

Common questions.

What do I need to get started?

A Helm workspace with your accounts and project data, and a Slack channel to share with the agent. Gmail and Google Calendar are optional for client comms and scheduling.

Does it email clients on its own?

Only on the Full tier, within your limits. On QA it reviews and recommends. On Managed it drafts and waits for your approval in Slack before anything sends.

How does it score account health?

It reads signals already in the platform: response times, meeting cadence, invoice payment patterns, thread sentiment, and project risk. No separate health-scoring tool needed.

How is this different from the Project Manager agent?

The Account Manager owns the relationship: renewals, satisfaction, strategic check-ins. The Project Manager owns delivery: timelines, blockers, status. They read the same records but think on different horizons.

How do the tiers work?

QA reviews only. Managed drafts and sends after your approval. Full runs check-ins and recaps on a schedule. Moving up a tier is a settings change, not a new setup.