Agencies can now show clients the results of their assistant in a report designed for the client, rather than handing over an internal dashboard.
A report clients can use
The client results view presents the activity and outcomes of an agency-managed workspace in a shareable format. A sample report lets prospective clients understand the format before they sign up. For ongoing relationships, the monthly client results report is emailed on the first day of the month.
The reporting flow sits alongside client workspaces and their usage visibility, so an agency can manage the service and communicate its value from the same product.