Handle More Clients, More Easily.

Explore Victoria AI workflow templates focused on client services to streamline your day to day and scale your operation.

Featured template

Onboard clients just by chatting with Victoria

Just say "Hey Victoria, can you onboard Cool Company for me?" and save hours by letting AI do the busy work for you.

Lookup deal details from your CRM

Create a customer and draft an invoice in Quickbooks

Send the invoice to the accounting team in Slack

Build out an Asana project and assign an onboarding task

Dynamic Client Onboarding

Get client and deal info from CRM, draft an invoice, alert the team, and build a new Asana project.

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Realtime Project Hours Analysis

Pull and analyze time entries alongside planned and ongoing projects.

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Featured template

Project Hours Pacing at Your Fingertips

Keep a pulse on how many hours you're using for any given project just by asking Victoria.

Analyze all time entries for the project for a given timeframe

Analyze ongoing and scheduled projects to forecast hours

Check against client documentation for total hours, "gotchas", etc

Featured template

In-depth project status reports in seconds

Clients want to know how their projects are coming along - don't keep them waiting! Just ask Victoria (or schedule it and get a realtime report automatically).

Pre-built AI agents specialized for each workspace tool

Dynamic content for each step in the workflow

Highly flexible workflows activated by a simple chat

Realtime Project Status Updates

Instantly analyzes any client project, tasks, due dates, and more to deliver back to you or post in Slack.

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