Reply to client questions about work in progress
An agent can draft an update from the project file. The account manager reviews anything about scope, fees or timing.
AI for Account Managers
Account Manager
Manages client relationships, handles briefs and timelines, coordinates internal delivery, answers questions, and identifies renewal or upsell opportunities.
What should stay human.
Keep and amplify
Run a regular check-in and keep the client relationship healthy
Reply to client questions about work in progress
Write a statement of work or proposal for follow-on work
Automate
Schedule reviews, workshops and delivery meetings
Track approvals, feedback and overdue actions across the account
Keep the client record and next opportunities up to date in the CRM
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Brief the internal team on what the client needs this week
An agent can draft a run sheet from the plan. The account manager checks the priorities.
Bookings & calendar
Schedule reviews, workshops and delivery meetings
Finding times and sending the agenda is routine.
Phone & voice
Call a client when a job is late, over budget or going wrong
This needs judgement and a human voice.
Spreadsheets & data
Compile a status report of work, hours and open items
An agent can pull the figures. The account manager explains what they mean and what's at risk.
Keep the client record and next opportunities up to date in the CRM
Notes and renewal dates can be written back from meetings and emails.
Documents
Write a statement of work or proposal for follow-on work
An agent can draft from past documents. The account manager sets scope, price and promises.
Customer chat
Run a regular check-in and keep the client relationship healthy
Trust and the next piece of work come from a real conversation, not a status email.
Negotiate a renewal, expansion or a difficult change to scope
Price, scope and goodwill need a person who knows the relationship.
Admin
Track approvals, feedback and overdue actions across the account
Chasing what's stuck is routine workflow tracking.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Schedule reviews, workshops and delivery meetings
- Track approvals, feedback and overdue actions across the account
- Keep the client record and next opportunities up to date in the CRM
Where those hours should go
Back into people, and the business.
- CX — Run a regular check-in and keep the client relationship healthy
- CX — Reply to client questions about work in progress
- CX — Call a client when a job is late, over budget or going wrong
- CX — Negotiate a renewal, expansion or a difficult change to scope
- SX — Staff experience: more time for the work that needs a person
- BX — Write a statement of work or proposal for follow-on work
- BX — Compile a status report of work, hours and open items
- BX — Brief the internal team on what the client needs this week
Seen at
Business types where this role often appears, with a note on how it shows up there.
Business type
AI agents for Digital Marketing Agencies
Manages client relationships, gathers campaign briefs, reports results, and coordinates work across creative and media delivery teams.
Business type
AI agents for Design Agencies
Manages client communication, briefs, budgets, and approvals across branding, campaign, and design deliverables.
Business type
AI agents for Influencer Marketing Agencies
Manages client campaigns, briefs creators, tracks deliverables, and reports on timelines, approvals, and performance.
Business type
AI agents for Amazon Agencies
Manages client relationships, reports campaign results, gathers approvals, and coordinates deliverables across client accounts.
Business type
AI agents for Modelling Agencies
Manages client accounts, matches talent to briefs, negotiates rates, and keeps casting requirements and booking details organised.
Business type
AI agents for Online Reputation Management Services
Handles client communication, sets expectations, reviews priorities, and coordinates delivery of reputation monitoring and response work.
Business type
AI agents for Social Media Management Agencies
Manages client relationships, campaign approvals, reporting meetings, and day-to-day communication on content and performance.
Business type
AI agents for Ecommerce Agencies
Manages client relationships, scopes projects, coordinates deliverables, and keeps ecommerce retainers, campaigns, and store updates on track.
Business type
AI agents for Marketing Agencies
Manages client relationships, briefs internal teams, presents campaign updates, and keeps projects on schedule and budget.
Business type
AI agents for Public Relations Firms
Handles client communication, campaign planning, timelines, approvals, and regular reporting on media activity and results.
Business type
AI agents for Recruitment Agencies
Manages employer relationships, takes hiring briefs, negotiates fees, and follows up on placements and service issues.
Business type
AI agents for Business Development Services
Coordinates client communication, tracks pipeline activity, reports progress, and keeps deliverables aligned with agreed goals.
Business type
AI agents for Cybersecurity Services
Manages client communication, service reviews, renewals, incident updates, and day to day expectations across active accounts.
Business type
AI agents for Corporate Wellness Providers
Manages corporate client relationships, coordinates program delivery, and ensures reporting, scheduling, and contract expectations are met.
Business type
AI agents for Auditing Firms
Manages client relationships, coordinates audit timelines, answers client queries, and keeps engagements moving toward reporting deadlines.
Business type
AI agents for Product Sourcing Services
Handles client communication, clarifies product requirements, provides updates, and manages ongoing sourcing relationships.
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