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Client Reporter

Auto-generates weekly performance reports per client every Friday, compares results to objectives, includes actionable insights and next-step recommendations.

Business function
Customer Experience
Cadence
Every Friday

What this agent does

Auto-generates weekly performance reports per client every Friday, compares results to objectives, includes actionable insights and next-step recommendations.

How to activate it

Client Reporter is part of the S.C.A.L.A. fleet of autonomous agents. You activate it straight from your dashboard: pick the agent from the AgencyOS pack, set its tone and autonomy rules, and it goes live on WhatsApp, email and web. No technical setup โ€” the agent has persistent memory and uses your connected tools (calendar, CRM, payments) to take action, not just answer.

  1. 1Activate Client Reporter from your S.C.A.L.A. dashboard.
  2. 2Apply the pre-configured AgencyOS pack for your industry.
  3. 3Set the autonomy level and let it run 24/7.

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