Alex
AI Account Manager
Client retention, automated.
Handles client communication, onboarding sequences, regular check-ins, and upsell touchpoints. Keeps relationships tight at scale. Escalates only when human touch is needed.
Capabilities
Running outreach sequence — batch 3 of 5
1m agoProcessed 12 new leads from inbound form
2m agoUpdated CRM with 8 contact records
3m agoSent follow-up #2 to 23 prospects
4m agoFlagged 3 hot leads for human review
5m agoOnboard
New clients go through a structured onboarding sequence — kickoff info, access setup, expectation setting — all automated.
Maintain
Regular check-ins happen on schedule. Alex monitors sentiment and surfaces at-risk accounts before they churn.
Grow
Upsell triggers fire when clients hit growth milestones or hit natural expansion points — all timed perfectly.
15-25% improvement in client retention
Upsell rate increased 2×
Client satisfaction maintained at scale
Deploy Alex for your business.
Alex is available as part of any Metaphase plan. Book a call and we'll have it live within 7 days.