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Agentic Account Manager

Keeps every paying customer moving, from first month to renewal.

Try free for 14 daysEstimate your savings
Watch the full demo

Working demonstration. Illustrative screen with invented data; it loops through three moments.

How much it does on its own.

Three settings, with names. You start on the first one, and you can only ever make it stricter.

Ask me before every changeThe setting every account starts on. Anything the agent wants to change about the way it works waits for your yes, with the evidence it was tested on.
Ask me only for risky changesSmall changes happen and are shown to you. Risky means anything that touches money, a contract or a customer's own inbox — the list is written down before you go live, and you can add to it.
Make changes on its own within my limitsYour standing yes, inside limits you set: how many changes a day, how big one may be, and what must always be asked about whatever the setting says.
  • Nothing is silent, on any settingEvery change is shown the moment it happens, with the reason, and the last one is undone in one step.
  • What it learns from you stays with youWhat your agent learns from your business never changes another customer’s agent.

The same three settings, in the same words, on every Better Outcomes agent. They sit on the Go live screen and under Settings → Guardrails, with a record of every change and an Undo beside the last one.

It gets better, and tells you.

It learns from what actually happened, and you see every lesson. A loop you cannot see is not one you can check.

It remembersA living memory for every account and every person in it, with every entry linked to the source it came from.
It measuresWhat happened after each action, against your own baseline — not a benchmark.
It proposes, you decideImprovements are tested on your own history and switched on only once you approve them. Where the evidence is thin it says unknown rather than giving you a middling score.

What goes wrong today.

Nobody owns the gapThe sales handoff, setup and first value drift apart, and what customers were promised lives in people’s heads.
Activity is mistaken for valueA sent email is not agreement and a closed ticket is not success.

Three jobs, done for you.

Onboarding and adoptionFrom the sales handoff to first value, then steady attention on adoption, service success, renewal and recovery of unpaid invoices.
Listens and remembersEverything customers say in tickets, emails and calls becomes signals: risk, intent, requests, promises. Each account has a living memory, every entry linked to its source.
Warms up before going liveIt first runs on your own history and shows every answer it would have given, with reasons. It goes live only when you say yes, and a person decides whenever it is unsure.

One job, start to finish.

A quiet account, found on a Tuesday morning, forty-five days before anyone would have looked.

One job, step by step
08:00Reads what changed on the account overnight: tickets, mailbox, billing, usage. Read-only.Permission
08:01Usage down 31% in 30 days, two tickets still open, renewal in 45 days — each of the three linked to the record it came from.Risk
08:02Flags the account at risk. It will not name a cause it cannot evidence, so the cause reads unknown.Risk
08:05Drafts talking points for a call and waits. Nothing is sent.Approval
09:30You approve. The renewal pack goes out with the usage, the savings and the open items in it.Approval
09:30The send comes back with a receipt. Had the outcome been unknown, it would have waited for a person rather than sending twice.Verification
OutcomeA renewal conversation that happened six weeks early, with the evidence already written down.Done

Illustrative · the times, names and values are examples, not a customer’s results. The steps, and the four checks beside them, are the ones the agent runs.

Four checks on every action.

The same four, in the same order, before anything leaves the agent. If one of them cannot be read, the work stops rather than guessing.

PermissionEach connection is read through our key store with a grant that says which calls, which paths and until when. Read-only unless you grant more. The agent never holds your key, and some actions can never be granted at all.
RiskWhat counts as risky is your rules, not a model’s opinion. No model decides a ranking, a number, a date, a price, or anything that has to be explained to someone.
ApprovalYour setting decides what waits for you, and on the setting you start on everything does. Each change is shown at once and the last one is undone in one step.
VerificationNothing counts as done on the agent’s word. A send comes back sent, failed or unknown; an unknown one waits for a person instead of being sent again. A hand-over happens once, never twice.

The four are checked the same way on every Better Outcomes agent, and each one is a test that has to pass before a release goes out.

What it will never do.

Written down as rules the agent cannot break, checked by us before it goes live.

  • Act on a payment, write-off or contract change itself
  • Go live without your yes
  • Change its own behaviour silently
  • Share one customer’s learning with another

What you get back.

Four numbers, in plain words, on your own dashboard: the outcome, the time, what your team stops doing, and what it is worth.

—Outcome · Accounts kept moving, renewals flagged early
Before they were at risk
—Time · Hours given back each month
Against the time a person would take
—Your team · What they stop doing
No more reading four systems to find out how an account is doing
—Business value · Measured against your own history
An outcome counts only if your system recorded it

Layout only. Your own numbers appear here once the agent has done real work, measured against where you started.

What it replaces.

Tell us who does this work today. We show what that costs and what the agent costs.

The share is an assumption. The 14-day trial measures the real one against your own results.

$0
What this team costs today
Cost of the share the agent takes
The agent, managed each month
Hours given back each month

Account management pay: PayScale and Built In (dated 8 Nov 2026), plus 27.5% for visa, insurance, end of service and tools. The UK figure is from 2022. An estimate with a 160-hour month, not a quote. Setup is a one-off fee, shown in the price list below.

Where it works, and what it knows.

Named systems, named limits. Anything not on this list is not connected, and the agent says so rather than working around it.

What it reads
Your ticket systemWhat customers are actually saying
Your mailboxThe thread, not just the summary
Your billingInvoices, payments, what is overdue
Your customer recordsAccounts, contacts, history

Agentic Account Manager

Every action inside the four checks, and on record.

Where it works
Your account screensOne home screen, and what needs you first
Your own mailboxApproved messages go out as you, with a receipt
Your renewal packUsage, savings and open items, ready to send

Your accounts, and only yours. Every finding separates what a customer said from what the agent inferred, cites its source and its date, and what one client teaches it never changes another client's agent.

Connect each system once, read-only to start. Your keys go into our key store; the agent never holds them. You type each key once into our central key store; the agent never holds it.

How it starts.

Free for 14 days. Nothing reaches your real customers until you say so.

ConnectSign in and connect your systems once. We never see your keys.
Test modeIt works on a safe copy. You see every answer before anyone else does.
Go liveWhen you are happy, you switch it on. One click turns it off again.
DashboardYour dashboard shows what it did and what it saved you, in plain numbers.

Priced by capacity.

Fixed prices in dollars, never by the hour. What is counted is one customer account managed in the month — and nothing else. Tests, rehearsals and hand-overs to one of your people are never counted.

1 · Try it yourself14 days free. Nothing is connected to your real systems and no customer is contacted.
Free
2 · We set it up for youWe connect it to your systems and check it, and your team tests it before it goes live. Half when you approve, half before go-live.
from $3,500
3 · We keep it runningWatched, measured against your own starting point and improved every month, with your approval. No usage charges on our fees.
$1,000per month
  • Your band is measured, not estimatedHow much of this work you really have is counted from your own data during the Blueprint, and the band is shown to you before you pay anything.
  • One price list for everyoneA partner pays the same prices as a direct customer and sets its own price to its client. There is no wholesale tier and no discount.

Monthly fees are paid in advance and can be cancelled: the service runs to the end of the month you have paid for. Prices are set in dollars and reviewed before launch.

See the Account Manager at work.

See the demoTry free for 14 days