Check-in Agent
Collect client check-ins through a form, summarise the answers and draft your replies.
Before you start
Email check-ins require a configured sender. SMS and WhatsApp delivery are not available.
See Pricing for tool access and usage limits.
What you’ll work with
Check-in forms, submitted answers, summaries and reply drafts.
Works with
Client records · Check-in forms · Email when configured
What it does
What you can do
Add clients and set their check-in schedule.
Share each client’s form link or use configured email delivery.
Review responses, flagged answers and suggested replies.
What you get
Review the result before it goes out.
Each tool has its own inputs and workspace. Review generated drafts, make changes and choose the next action.
Check-in forms, submitted answers, summaries and reply drafts.
- Related platform
- Client records
- Before sending
- Review the content and destination
Schedules and manual steps
What runs automatically
Scheduled check-in emails need a configured sender. Replies are copied and sent by you. SMS, WhatsApp, photo answers and voice notes are not supported here.
Before using automatic approval
- Review sample outputs and check the source material.
- Check the tool’s settings and any held drafts.
- Confirm prices, offers and commitments before sharing.
- Check delivery status; a generated draft is not a sent message.
Inputs
- Client records
- Check-in forms
- Email when configured
The tool’s setup instructions explain how to add these inputs. An imported record does not update itself.
Goes well with
Related tools
Explore related tools for the next part of your workflow.
Program Builder
Draft a training programme from a client brief, then edit it and share it on a private client page.
Client Churn Predictor
Flag changes in client check-ins and draft follow-up messages for you to send.
Testimonial Harvester
Find possible testimonials in client check-ins, collect permission and prepare a quote graphic.
Questions
Questions about Check-in Agent
Does a flagged answer mean something is wrong?
It highlights words or changes that may need your attention. Read the full response and follow up with the client.
Get started with Check-in Agent.
Add the source material, run the tool and review the result.
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