AI for salesand account teams.
Scopes, updates and business reviews are drafted from live data in the systems you already run. The person who owns the account reviews each one before it goes out.
Whatchanges.
Account teams spend their time with customers, not assembling documents.
Scoping
TodayA change request waits days for someone to scope it.
With PRESHaiAgents draft the scope from the project's context and route it to engineering for sign-off.
Business reviews
TodayA quarterly review takes days of slide-building.
With PRESHaiAgents assemble it from real activity. The account manager reviews it and presents it.
Customer updates
TodayUpdates depend on who remembers to write them.
With PRESHaiAgents draft the update from the record. Nothing customer-facing is sent without approval.
Workflowswe build.
Each one shows the work today, what the agent does and what a person approves.
Change request scoping
Customer change requests scoped from project context and routed to engineering.
Client business reviews
Quarterly reviews assembled from real activity, reviewed and presented by the account manager.
Client status updates
Updates drafted from real activity, reviewed and sent by the account manager.
How wedeliver it.
AI Implementation
We build AI into the systems you already run.
Platform
PRESHos is where agents do the work, under your rules.
Managed AI
We keep your AI running, measured and improving.
Relatedreading.
More on AI Implementation
AI Engineering
Connecting AI Agents to a PSA Without Replacing It
How to connect AI agents to your PSA while it stays the system of record: what syncs, what agents may read and change, and where a person approves the work.
AI & Automation
What Forward Deployed Engineering Looks Like Inside an MSP
What a forward deployed engineer does inside an MSP: where they work, what they build, what your team provides and how the build ends up in your hands.
AI & Automation
Handing an AI Workflow to Your Own Team
How to hand an AI workflow to your own team: what a handover contains, who should take it over, how to train them and how much you need to run yourselves.
What do your account managers assemble by hand?
Tell us the document that takes the longest. We will talk through the first workflow and who would sign it off.