AI Client Director

Learns your expertise and follows enquiries through quotes and negotiations to closing the deal. For specialist businesses with high-value sales, worldwide.

Request a demoSee a sample built from your company’s public information. →

n8n automation

Let the system handle repetitive daily workflows. Hong Kong only.

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AI Client Director

She handles your customers.
You keep the final say.

She learns your expertise and handles enquiries, quotes and negotiation. When she's unsure, she asks you.

Una is our own AI Client Director.

Customer · Late at night
Can you get this order of 200 units down to six weeks? Our customer needs them on site by the end of next month.
She replies to the customer
The standard model is in stock, so six weeks works. A custom enclosure takes eight weeks and would miss that date. Is the custom enclosure a must?
Standard works. Send me a quote first.
Done. The quote is in your email and is valid for seven days.
Your briefing · Morning
Morning. Three new enquiries overnight. I handled two, including a quote for 200 standard units. The third wants exclusive distribution rights. That needs your decision.

Sample conversation, fictional company

How a deal moves forward

She does all this. You just get the summary.

Six steps. You step in where it matters.

Step 1 · Enquiries

Clearbeam Equipment · Fictional company

Hi, looking into your inspection equipment. We make aluminium phone housings, and customers have been complaining about scratches getting through.
Hi, I can help with products and pricing. Are you inspecting by hand, or do you already use a machine?
By hand. Three lines, about 90 parts a minute. We can’t keep up.
The standard model can handle 90. How fine are the scratches you’re missing? Send me photos from the complaints if you have them.

What reaches you:New enquiry: aluminium phone housing manufacturer, three lines, manual inspection, customer complaints about missed defects. May need three machines. I’m checking defect size.

Step 2 · Explaining the solution

Clearbeam Equipment · Fictional company

Like this, about 0.05 mm. The polished surface has a lot of glare. The last vendor couldn’t capture it.
Glare is the hardest part with this material. We’ve inspected polished aluminium, but at 0.1 mm. I don’t have data for 0.05 mm, so I don’t want to guess. I’ll check with engineering and get back to you within one business day.

What reaches you:David is asking if we can detect 0.05 mm scratches on polished aluminium. Our materials don’t cover it.

You reply:Needs coaxial lighting. Have him send 5 samples for testing first.

Got it. I’ll tell him that and add it to our notes. Next time I’ll ask about material and defect size first.

Step 3 · Quotes

Clearbeam Equipment · Fictional company

Got the sample results. Looks good. What’s the price for three machines, including installation?
Three standard machines with coaxial lighting: US$42,000 each, plus US$6,000 for installation. Total US$132,000. Delivery in six weeks. The quote is in your email.
That’s over budget.
What's your budget? If you'd like a smaller first payment, you could install two first. I'd need to check next year's price for the third. Shall I ask?

What reaches you:Quoted David US$132,000 from your price list. He says it's over budget. I'm asking for his budget and suggested installing two first. Next year's price for the third is your call.

Step 4 · Negotiation

Clearbeam Equipment · Fictional company

My boss says we need 10% off to approve all three at once.
Is 10% your boss’s target, or do you have another quote at that price?
Another vendor is around that price, but they haven’t tested our samples.
Understood. I can’t approve that price; I’ll need to ask the person in charge. If you can sign by month-end, I’ll have a stronger case. Would that work?
Yes, we can sign by month-end.

What reaches you:David wants 10% off, beyond your limit. He’ll sign by month-end. The competitor is cheaper but hasn’t tested samples. How would you like to respond?

You reply:5% off, plus the first year of maintenance at no charge.

Step 5 · Closing

Clearbeam Equipment · Fictional company

Approved: 5% off, plus the first year of maintenance at no charge, if you sign by month-end. Installation stays at full price. Total US$125,700.
Works for us. Send the contract to Lisa in purchasing.
Will do. The colleague handling contracts will send it to Lisa. I’ll follow up until she confirms receipt.

What reaches you:Deal agreed: three standard machines with coaxial lighting, US$125,700, first-year maintenance included, delivery in six weeks. Please send Lisa the contract and arrange payment collection.

Step 6 · After-sales support

Clearbeam Equipment · Fictional company

Hi David. It’s been two weeks since installation. Are fewer defects getting through?
Much better. But the screen on line two has been flickering occasionally this morning.
Does it flicker right at startup, or after it’s been running? Any error codes? A short video would help if you can send one.
Starts after about half an hour. No error code. Here’s the video.
Got it. I’ve sent it to the engineer handling this. He’ll get back to you after reviewing it. Let me know if the line stops and I’ll flag it as urgent.

What reaches you:Line two’s screen flickers after about half an hour. No error code. Video attached; the line is still running. Passed to engineer Wong. No repair time promised.

Sample conversation, fictional company

If you've hired salespeople, or thought about it,
you know these fears.

Your judgement is in your head, not in a manual

When she is unsure, she asks you. Your answer becomes something she knows next time.

They leave once you have trained them

Everything she learns belongs to you. She will not walk away with your customers.

They promise things without your knowledge

She can only commit within your limits. Anything beyond them comes to you first.

You do not know what they told the customer

Every conversation is recorded for you to review at any time. A short morning summary tells you what happened overnight.

How you delegate

She asks you everything at first. Then you let go, one item at a time.

You decide what to hand over and can take it back at any time. She can't give herself more permission. To change a rule, just message her in the app you chose. No dashboard to learn.

AI Client Director
When customers negotiate, ask why first and trade for early signing or a bigger order. 5% is the limit. Don't tell them.
Understood. Ask why first, and trade for terms. The 5% goes into the pricing rules. I can't see the number, only whether a quote is in range. Shall I apply this?
Yes, confirmed.
Updated. You can change it back anytime.
What can you handle on your own now?
I handle:Specification and technical questionsQuotes based on your price listNegotiating: trade for terms, within the limits you set
I ask you first:Negotiation outside the permitted rangeChanges to payment terms
Always for your review:Contract terms

Sample conversation, fictional company

How she speaks

Same question. You can hear the difference.

We started by creating AI characters. Your AI Client Director listens, asks follow-up questions and admits when she doesn't know. Her tone and personality can be tailored to your brand.

“You're 30% more expensive than the other supplier. Why?”
Typical AI customer service

Thank you for your enquiry! Our products offer excellent quality and comprehensive service. Our prices reflect their value. Please contact our sales team for more information.

AI Client Director

We do cost more. The extra buys speed: our standard model runs at 120 parts a minute. I haven’t tested their machine, so I can’t comment on it. How fast does your line need to run? If 80 is enough, the extra 30% isn’t worth it.

Sample conversation, fictional company

You decide how much to hand over

Your dedicated environment

Set up just for your business, with no other clients sharing it. The content is yours to export whenever you need.

Start with public material

Try it on what's already public. Add confidential material only when it's worth it.

Your floor price stays out of the AI

Pricing floors and negotiation rules live in code. The AI sees only the result.

NDA before we receive confidential material · Not used to train models · Exported at the end, then deleted on the agreed schedule

AI Client DirectorPricing

Tailored to your business, with every item listed in the written quote. She replies in English by default; Chinese and other languages are added per language.
First year of the Core plan, from US$58,200 . If one of your deals is worth US$60,000, that's less than the revenue from a single deal.

Until acceptance you pay only half the setup fee (from US$7,500 on the Core plan) and no monthly fee. If a material failure remains after two rounds of fixes, you can terminate and get undelivered amounts back. After that it's monthly, with 30 days' notice to stop.

We recommend starting with the Core plan. Add more once it works well for you.

Core

Six roles, from enquiry to closing the deal.

Setup fee From US$15,000

Monthly fee From US$3,600

Add account management

Seven roles

Setup fee +US$6,000

Monthly fee +US$1,350

Add after-sales support

Eight roles

Setup fee +US$8,000

Monthly fee +US$1,800

All Nine

All roles

Setup fee From US$25,000

Monthly fee From US$5,800

ReceptionistReceptionistReceptionistReceptionistReceptionist
Sales EngineerSales EngineerSales EngineerSales EngineerSales Engineer
Cost EstimatorCost EstimatorCost EstimatorCost EstimatorCost Estimator
Technical Sales RepresentativeTechnical Sales RepresentativeTechnical Sales RepresentativeTechnical Sales RepresentativeTechnical Sales Representative
Sales Follow-up RepresentativeSales Follow-up RepresentativeSales Follow-up RepresentativeSales Follow-up RepresentativeSales Follow-up Representative
Executive AssistantExecutive AssistantExecutive AssistantExecutive AssistantExecutive Assistant
Account ManagerAccount ManagerAccount Manager
Project CoordinatorProject CoordinatorProject Coordinator
After-sales SupportAfter-sales SupportAfter-sales Support
Six roles, from enquiry to closing the deal.

Core

Setup fee From US$15,000

Monthly fee From US$3,600

  • Receptionist
  • Sales Engineer
  • Cost Estimator
  • Technical Sales Representative
  • Sales Follow-up Representative
  • Executive Assistant
Seven roles

Core + account management

Setup fee +US$6,000

Monthly fee +US$1,350

  • Receptionist
  • Sales Engineer
  • Cost Estimator
  • Technical Sales Representative
  • Sales Follow-up Representative
  • Executive Assistant
  • Account Manager
Eight roles

Core + after-sales support

Setup fee +US$8,000

Monthly fee +US$1,800

  • Receptionist
  • Sales Engineer
  • Cost Estimator
  • Technical Sales Representative
  • Sales Follow-up Representative
  • Executive Assistant
  • Project Coordinator
  • After-sales Support
All roles

All Nine

Setup fee From US$25,000

Monthly fee From US$5,800

  • Receptionist
  • Sales Engineer
  • Cost Estimator
  • Technical Sales Representative
  • Sales Follow-up Representative
  • Executive Assistant
  • Account Manager
  • Project Coordinator
  • After-sales Support

The first 3 clients receive 30% off the setup fee. After launch, we ask you to let us write a case study and provide an honest review.

Annual payment: pay for 11 months, use 12.

Every plan includes

  • Default language: English
  • External channels: WhatsApp and email
  • We organise your business material and tune her responses
  • Service management, hosting and AI usage are included in the monthly fee.
  • Pause and restore immediately if something goes wrong

Brand personality

Setup fee From US$6,000

Monthly fee US$360

Each additional language

Setup fee From US$2,250

Monthly fee From US$200

Each additional external channel

Setup fee From US$2,250

Monthly fee From US$280

Prices marked 'from' are starting prices. Your written quote is final. Conversions are for reference only.

Getting started

Test her first. Pay the balance when she passes.

Pay half the setup fee to start. We charge no monthly fee during the trial. Pay the remaining half of the setup fee only when all the agreed test items have passed.

External WhatsApp and email are included in every plan. Other channels can be added.

Pay half the setup fee to start
No monthly fee during the trial
Pay the balance after acceptance
1Free consultation

Understand your business and customers

2Written quote

Scope and prices itemised

3Sign and begin

You provide specifications, examples and prices

4Build the knowledge base

We organise the rest and configure her

5Test and trial

Test her with the agreed test items and real enquiries. We fix wrong answers at no charge.

6Accept and launch

Connect your WhatsApp and email

Frequently asked questions

Before you buy,
you'll want to know

How do I know she can really do this?

You don't have to take our word for it. Send us your website and we'll build a demo from your public information. Before signing, we agree the acceptance questions together and test her on real enquiries. You pay the second half only when they all pass.

What if she fails acceptance?

We fix it free and test again. If there's still a material failure after two rounds, you can extend the trial or terminate the affected part, and we refund undelivered amounts within 14 days.

Who looks after my project?

The same project lead, from quote to acceptance.

Who is responsible if she gives a wrong answer or makes a commitment she shouldn't?

She can only make commitments within your limits and asks you first about anything else. We correct our setup errors at no charge during the monthly service; liability follows the agreement. If something goes wrong, we can pause and restore her settings immediately.

Do customers know she's AI?

You set this for your company. By default, she tells customers when they ask. Where a region requires disclosure, she says so up front. She will not deny being AI or pretend to be human.

What if a customer wants a person?

She passes a conversation summary to you or the colleague in charge, so the customer doesn't have to repeat everything.

What if you stop providing the service?

If we foresee stopping the service, we give at least 30 days' notice, and if we can't foresee it, we tell you as soon as we can. We hand over free of charge at the end: your knowledge base, conversations, the settings actually in use and the operating guides, so another provider can take over. Your WhatsApp number and email stay in your name, so customers can still reach you. By default we host your AI client director in a dedicated environment; for extra assurance, she can run in your own cloud account. Third-party services still need valid accounts. Copies are deleted within the agreed period.

Will the team feel she is taking their jobs?

She takes on repetitive enquiries and follow-ups. Customer relationships and final decisions stay with you and your team.

How much time will I need to spend?

At the start, share your specifications, case studies and prices. While we tune her, we will ask a few questions almost every day. A quick reply on your phone is enough; no meetings needed. Once live, read her summaries and reply where needed.

Which languages does she support, and which software can she connect to?

English is the default language. Each additional language is an add-on and goes live after acceptance testing. External WhatsApp and email are included in every plan. Each additional external channel, such as Instagram or WeChat, is an add-on; channels that need platform approval are quoted separately. Connecting one internal system for your company (WhatsApp, email, Teams or Slack) is included; several internal systems or a CRM are quoted separately.

How long is the contract? Can I leave?

There is no minimum monthly contract term. You can stop with 30 days' written notice.

Can you run it in our own cloud account?

Yes. This suits companies with specific data or compliance requirements. We deploy and maintain the service in your environment under a written quote. You pay the cloud and AI providers directly.

How is this different from using ChatGPT myself?

ChatGPT waits for your questions. She handles customers, quotes and negotiations herself, using your prices and rules. Anything outside her remit comes to you first. We handle maintenance and corrections.

What if something goes wrong?

Hong Kong business hours, 10:00–18:00 HKT, are our staffed support hours; support is not staffed around the clock. If a workflow or AI system stops, or a problem affects customers or money, we give a first response within two hours during those hours and aim to fix it within one working day. These are response and repair targets. If a third party causes a delay, we tell you why and when we expect it to be fixed.

Everything on this page,
you can ask us about.

Ask us about anything on this page, or bring us your hardest question.

Prefer to talk to us first? You can book a time. Your first consultation is free.

Want to see what it could look like for your company? Request a demo