TOUCHY1

Highlights

• 1. PROJECT UPDATED AUTOMATICALLY AFTER EVERY MEETING After every meeting TOUCHY 1 reads the transcript and writes it back to Klient PSA confirmed tasks closed, new tasks added with owner and due date, timeline updated. No manual entry. Always up to date
• 2. PRE-MEETING BRIEF, BUILT FROM LIVE PROJECT DATA Before each call, TOUCHY 1 reads your live Klient PSA project and delivers a host brief: current status, overdue tasks, last touchpoint, the decision this meeting needs. No digging before the call.
• 3. PERSONALIZED ATTENDEE REMINDERS, 24 HOURS AHEAD 24 hours before the meeting, each attendee gets a reminder built from the project — their open tasks, prior commitments, and what to bring. The client arrives prepared. So does your team.
• 4. TRANSCRIPT READ — DECISIONS, BLOCKERS, NEXT STEPS After the call, TOUCHY 1 reads the transcript from Zoom, Teams, or Google Meet and extracts what changed: decisions, blockers, and next steps with owners. Ambiguous items are flagged, never assumed.
• 5. RECAP EMAIL STAGED FOR YOUR APPROVAL TOUCHY 1 drafts the client-facing recap — decisions, next steps by owner, due dates, flagged items. The email is staged in your outbox, not sent. You review, edit, approve. Nothing reaches the client without you.
• 6. AGENTFORCE-NATIVE. ZERO INTEGRATION TOUCHY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Cost is Salesforce Flex Credits.
• ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits — about 20 credits per full meeting cycle, purchased from Salesforce.