ClientAgent: Your Client Lifecycle Operating System
Making sure existing clients buy from you again and again.
Making sure existing clients buy from you again and again.
Manually fill out every single client detail in a form.
Just provide any information you have (their ID, their email signature...) and it's done.
Write documents from scratch using separate apps like Word or ChatGPT.
Writes documents with you, following your instructions and using existing client data.
Manually open your calendar, find an empty slot, and create the event.
Automatically books the next available slot or a specific time you request.
Clients can't book themselves and have to contact you directly during business hours.
Clients use your booking link to chat with an AI and book themselves 24/7.
Manually create invoices, adding line items, quantities, and client data each time.
Automatically generates complete invoices with all client and product info.
Painstakingly enter every single one of your products and prices into the system.
Just upload your menu or price list, and it populates your inventory instantly.
Manually find and message past clients for follow-ups (if you even remember to).
Automatically texts clients when it knows it's time for them to come back for another service.
~$100/month/per person for multiple tools (CRM, AI writer, Booking, Invoicing, Automation).
One single subscription for only $30/month/per person. Everything included.
Constantly chasing new clients while waiting for old ones to maybe call you again.
Build steady, predictable revenue from returning clients and seamlessly onboard new ones.
ClientAgent is an autonomous AI Agent.
You simply provide the client's name and what service they need, or just paste the client enquiry email or message. ClientAgent will then proceed
to:
All from your initial prompt. ClientAgent will plan its actions and use several Jon AI tools to achieve all of this.
ClientAgent is your primary interface. It acts as the manager, autonomously orchestrating three specialized sub-agents to handle the heavy lifting.
The Manager. It understands your requests and delegates tasks to the specialists below.
Documents & Finance
Responsible for drafting all documentation, including contracts, proposals, and invoicing.
Time & Scheduling
Manages your calendar, handles self-bookings, and schedules appointments efficiently.
Notifications
Handles all client communications, and also internal notifications for task assignments and updates.
While ClientAgent works autonomously, you retain full control. You can intervene at any moment. For example, you can bypass the main agent and instruct DocAgent directly to generate a complex "Liability Waiver for a Minor" or a "Non-Disclosure Agreement". You can also jump in to manually adjust a booking with CalAgent while on the phone with a client or send a custom notification via NotifyAgent.
See how companies are transforming their operations with ClientAgent
Logistics & Customs Clearance
"In customs clearance, every minute counts. Our clients need updates constantly, and before ClientAgent, we were drowning in manual follow-ups. Now? Everything's automatic. We keep perfect records of every client interaction, invoice in seconds, and our clients actually thank us for keeping them informed throughout the clearance process."
Print Shop
"We used to waste so much time hunting for the right client file or the latest approved design. 'Which version did we approve?' 'Where's the logo file?' Not anymore. ClientAgent is our single source of truth. Every design, every approval, right there in the client's profile. The whole team knows exactly where to look. And when tender season hits? DocAgent writes our technical proposals while we focus on the actual work."
Transportation & Taxi Services
"Honestly? I don't know how we'd operate without it now. When you're chasing last-minute payments or managing recurring contracts, you need information fast. Client profiles save our lives daily. But the real game-changer is the notification system—our drivers just tap a button: 'I'm here,' or 'Arriving in 5 minutes.' Clients love it, drivers love it, and we look professional. It's not just helpful, it's essential."
Beauty Salon & Wig Boutique
"Girl, let me tell you—our clients are OBSESSED with the Melly Assistant! We dropped that self-booking link on Instagram, and now they're booking hair, nails, makeup appointments at 2 AM if they want. No more phone tag, no more 'can you check if Thursday works?' It just works. Honestly, we've gotten so spoiled that we barely touch the phone for bookings anymore—we just send everybody the link and let the AI handle it. We just use the phone to confirm. And when those stunning new wigs arrive? One notification blast and they're booking appointments to try them on. It's like having a receptionist who never sleeps and never has a bad day."
Stop hunting through spreadsheets, folders, and different apps. ClientAgent gives you a central hub for every client, from their first contact to their next appointment.
Streamline your schedule and ensure clients are always informed. ClientAgent automates bookings, confirmations, and intelligent reminders to reduce no-shows and build loyalty.
Free up your phone lines and let clients book appointments whenever it's convenient for them. ClientAgent's Self-Booking is your silent, always-on receptionist.
Stop juggling different tools for billing. ClientAgent integrates invoicing directly into your client's workflow.
Stop guessing how your business is performing. ClientAgent gives you a crystal-clear view of your financials and stock, updated down to the last minute.
ClientAgent is essential for your team. It's safe, secure, and centralizes your
client management. Contact us to get this amazing Software at sales@jon-ai.com.
Your purchase includes live onboarding and a training session with our team and we will set up for you and be with you
every step of the way as you learn to dominate the system. We know that for the first month you will need us there. We have 24/7 support.
Your AI Assistant for Client Management.
If you want to have an AI-enabled workforce, you must treat the AI rollout as a human capital initiative, not just a software procurement. You can buy all the AI licenses you want, but if your employees don't know how to use it properly, you won't see the productivity gains you expect.
Follow the link to learn more:
Online Corporate AI Training for your Employees - How to use AI in your Organization
The AI streamlines your entire workflow, saving time and reducing errors, so you can deliver better service and grow your business.
ClientAgent is designed for every department, helping your whole team work smarter, stay organized, and deliver better service.