The Your Clients feature is your central hub for tracking and managing all user interactions with your agent. Think of it as your personal dashboard: it highlights recent activity, separates active from inactive clients, and helps you instantly see where to focus your attention. This makes it easier to follow up, re-engage lapsed users, and keep valuable conversations moving forward.
Why It Matters #
Engagement is the lifeline of any agent-driven experience. Without a clear view of who’s interacting (and who’s dropping off), opportunities can slip away unnoticed. The Your Clients feature ensures you always have that visibility, empowering you to take timely action and strengthen user relationships.
What You Can Do Here #
- View recent activity to know who last interacted with your agent.
- Filter active vs inactive clients to identify opportunities for re-engagement.
- Spot high-value conversations and prioritize clients who need attention.
Best Practices #
- Check regularly: A quick daily review helps you stay proactive.
- Follow up quickly: Re-engage inactive users before they drop off completely.
- Use insights strategically: Combine client activity with reminders or personalized messages to strengthen relationships.
Summary #
By checking the Your Clients section regularly, you’ll stay on top of engagement trends, catch opportunities before they fade, and deliver consistent customer care. It’s a straightforward yet powerful tool designed to help you stay proactive, keep conversations alive, and build stronger connections with your audience.
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