Freelancers and contractors
Leave client calls knowing what to deliver next. ClariPrompt helps freelancers and independent contractors follow feedback, explain their approach, and review the scope decisions made in a conversation.
For agency account leads
AI meeting assistant for agencies
Make client reviews easier to turn into delivery work. ClariPrompt helps agency account leads follow campaign discussions and review the decisions, approval requests, and next steps that need a team handoff.
Windows release availability is shown on the download page.
Before the call
Give the assistant useful context
Add the account brief, campaign goals, current deliverables, review stages, and approved messaging. Include which decisions still need a client sign-off.
Review the profile before using it. Suggestions can reflect incomplete or outdated information if your context is incomplete or out of date.
Your words, your way
Suggestions in your style, the way you speak
Write a few sentences exactly how you normally speak in Settings under “My voice”. ClariPrompt uses your phrasing, sentence length, and word choices to shape its response suggestions.
Prefer short, direct sentences or a friendly conversational tone? Give it examples that sound like you. Your profile supplies the facts; “My voice” guides how to say them. Choose and adapt the suggestions that feel right in the moment.
Personalisation depends on the context you provide. Review suggestions for accuracy and make them your own.
A practical workflow for agency account leads
Prepare
Prepare the account profile with the deliverables being reviewed.
Participate
Use live notes to follow creative feedback and clarify whether comments are requests or approvals.
Review
Check the summary, then manually transfer confirmed tasks into your delivery workflow.
Questions from agency account leads
Is this a shared agency workspace?
These pages describe assistance for the individual running the call. They do not promise shared account workspaces or team administration.
Does it send tasks to our project tool?
Review the call output and transfer tasks yourself. A project-management connector is not part of this workflow.
What should participants know?
Let people know you are using an assistant and follow the rules that apply to the conversation. AI features send the required audio or text for processing. Read the privacy policy for details and the help centre for setup requirements.
Related workflows
Customer success managers
Give customer check-ins a clear thread from goals to next steps. ClariPrompt helps you follow the conversation, respond using account context, and review the commitments made during onboarding and renewal discussions.
Project and delivery managers
Turn status conversations into a clearer picture of delivery. ClariPrompt helps project managers follow changing dependencies, ask clarifying questions, and review the actions discussed before updating the plan.
Prepare for your next conversation
Check availability, choose the right plan, and add the context your next call needs.