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TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups
Every project meeting prepped — and your project updates itself after
- Actions: 15Subagents: 6Agents: 1
- Industries
- Horizontal ProductHigh TechProfessional Services
- Business Need
- ProductivityCustomer ServiceEnterprise Resource Planning
- Requires
- Agentforce
- AppExchange Partner Products
TOUCHY1 keeps your Klient PSA project up to date automatically. After each meeting it reads the transcript and writes it back to Klient PSA: tasks done, new tasks with owners and due dates, timeline current. No manual update. It also drafts the recap.
Highlights
1. PROJECT UPDATED AUTOMATICALLY AFTER EVERY MEETING After every meeting TOUCHY 1 reads the transcript and writes it back to Klient PSA confirmed tasks closed, new tasks added with owner and due date, timeline updated. No manual entry. Always up to date
2. PRE-MEETING BRIEF, BUILT FROM LIVE PROJECT DATA Before each call, TOUCHY 1 reads your live Klient PSA project and delivers a host brief: current status, overdue tasks, last touchpoint, the decision this meeting needs. No digging before the call.
3. PERSONALIZED ATTENDEE REMINDERS, 24 HOURS AHEAD 24 hours before the meeting, each attendee gets a reminder built from the project — their open tasks, prior commitments, and what to bring. The client arrives prepared. So does your team.
4. TRANSCRIPT READ — DECISIONS, BLOCKERS, NEXT STEPS After the call, TOUCHY 1 reads the transcript from Zoom, Teams, or Google Meet and extracts what changed: decisions, blockers, and next steps with owners. Ambiguous items are flagged, never assumed.
5. RECAP EMAIL STAGED FOR YOUR APPROVAL TOUCHY 1 drafts the client-facing recap — decisions, next steps by owner, due dates, flagged items. The email is staged in your outbox, not sent. You review, edit, approve. Nothing reaches the client without you.
6. AGENTFORCE-NATIVE. ZERO INTEGRATION TOUCHY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Cost is Salesforce Flex Credits.
ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits — about 20 credits per full meeting cycle, purchased from Salesforce.
Provider Details
Klient Inc.
Montreal, Quebec, Canada
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2015
Website
Email
Phone
1-844-438-5769The Professional Services Platform Trusted by the Fastest Growing Companies in the World. Klient provides next-generation professional services apps that are fast and easy to deploy and built 100% native on the Salesforce Platform. Klient is the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery. Combining an intuitive UI, real-time visibility, and easy set-up, Klient is the first choice among high-growth businesses. Our software is powerful and flexible and scales to meet the needs of any business
Pricing Details
Free
You can fully use this solution without payment.