Give a Client a Project Status Portal
See how an account manager asks the AI Assistant for a client portal with a project's status, contract burn, risks and pending requests, reviews what the page shows and publishes it.
Ask About a Project's Status
See how a project manager asks the AI Assistant where a project stands, which jobs are late, what could put the timeline at risk, what is waiting on the client and how many hours are planned and recorded.
Find the Best Client Workspace or Portal
See how an account manager asks the AI Assistant which workspace or client portal to use to share project status, contract burn and pending requests with a client, and what each one shows.
Discuss a Project Delay Notification
See how an account manager asks the AI Assistant why a job is late, reads a summary of its Feed, comments and files, checks the impact on the project and asks the team on the Feed to confirm a new date.