AgentHub 2.1: it follows through on your promises
AgentHub now watches the dated promises from your notes, unless you turn it off. When one is due, or an answer reaches AgentHub, it shows up on Home for you to decide. You still make every call.
- On the due day, a promise someone owes you moves to Needs you on Home. Choose Ask to prepare a question you send yourself. Once you note that you asked, AgentHub suggests a reminder if it is still open three business days later.
- For promises you include in an update, your client can choose Done, New date or Not mine right on the link. Their answer shows on Home for you to review.
- AgentHub checks replies to updates you sent from AgentHub for news about watched promises that are due. If it finds something relevant, it shows the words for you to review.
- Forward a meeting recap from your sign-in email to your private AgentHub address. On Home, pick the client and choose Keep, and AgentHub saves it as a meeting summary and finds the promises in it.
- Turn on a weekday morning email about new items that need you. Emails about client answers on update links are on unless you turn them off. Each email has a link to turn it off.
- Client pages are calmer: one list of who owes what, with anything that needs you first. Prepare an update without leaving the page.