‹ Agents
CS

Customer Service Agent

Working

Client Services, managed by Tom Whitaker. Version 4, based on a library template.

How this agent works

Model tier: Standard

Starts from and reads

New email to hello@northgateadvisory.com
HubSpot deal moved to Closed won
Client Handbook (Drive)
FAQ folder (Drive)
Fee schedule 2026

Acts through

Read shared inboxOn its own
Search knowledge baseOn its own
Draft emailOn its own
Send emailNeeds approval
Update contact recordNeeds approval
When it is unsure: Notify Tom Whitaker in #client-services when confidence is below 80% or the message is a complaint.

Right now

Draft a reply

Nina Alvarez: Portal login not working

  1. New inquiry received: succeeded
  2. Classify the request: succeeded
  3. Search company knowledge: succeeded
  4. Draft a reply: running
  5. Complaint or low confidence?: pending
  1. New inquiry received
  2. Classify the request
  3. Search company knowledge
  4. Draft a reply
  5. Complaint or low confidence?
Open this run

Runs per hour today

412
Runs, 30 days
94%
Success rate
$31.84
Cost, 30 days
12 min ago
Last run

What this agent does

Answer client inquiries accurately within one business hour.

Read each new message to hello@northgateadvisory.com. Classify it as billing, scheduling, document request, general question, or complaint. Search the Client Handbook and FAQ folder for the answer. Draft a reply in a warm, plain, professional tone and sign it from the Northgate client team. If the message is a complaint, mentions cancelling, or you are less than 80% confident, send it to Tom Whitaker instead of drafting.

Notify Tom Whitaker in #client-services when confidence is below 80% or the message is a complaint.

Never allowed to

  • discuss fees not in the fee schedule
  • promise deadlines
  • delete emails