Client Insights Agent (CIA)
Planned
2026
AI & Automation

Client Insights Agent (CIA)

About This Project

An intelligent, real-time data orchestration system that unifies all client communications across Gmail, Drive, Calendar, Meet, Analytics, and Fireflies into one actionable workflow with AI-powered upsell and churn detection.

Key Highlight

80% reduction in manual work while increasing upsell opportunity detection by 40%

Technologies & Tags

Business IntelligenceClient ManagementSales AutomationReal-Time Analytics

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