AI ACCOUNT MANAGER

Context on every client. Without the dashboards.

Ask in plain English about your clients, projects, invoices, and chats. AI Manager has read your workspace, so you don't have to dig through it.

01 / Plain-English search

Ask, don't dig.

Type a question, "which invoices are still unpaid?", "what was the latest from the Westwood team?", "summarize our Acme project status." AI Manager pulls the answer from your actual content, not a query builder.

02 / Drafts and summaries

Less typing, more thinking.

Ask AI Manager to draft a reply to a client, summarize a long chat thread, or pull together notes for a call. Drafts come grounded in your real conversations, not generic templates. You always review before anything is sent.

03 / Bring your own key (BYOK)

Your provider, your bill, your model.

Connect your own OpenAI or Anthropic API key in settings and AI Manager runs on your provider account. Get fine-grained billing visibility, choose specific models, and pay your provider's rates directly without going through ours.

◆ EVERYTHING YOU GET

The whole toolkit, not just the headlines.

Plain-English search
Across boards, chats, files, invoices
Workspace-aware
Grounded in your actual content
Reply drafts
Suggest a response, you approve
Thread summaries
Catch up on a long chat in seconds
BYOK keys
OpenAI or Anthropic, your choice
⌘J shortcut
Open AI Manager from anywhere
◆ FAQS

Honest answers to common questions.

Can my clients see or use AI Manager?+

No. AI Manager is internal-only, visible to your team in your workspace, never to clients in their portal.

Does AI Manager take actions automatically?+

No. It drafts, summarizes, and answers. Anything that affects a client (sending a message, creating a task) requires you to confirm.

What does it have access to?+

The content in your own workspace, your boards, chats, docs, invoices, contracts. It doesn't have access to other workspaces or to tools outside Almox.

Can I use my own AI provider?+

Yes. Connect an OpenAI or Anthropic API key in Settings → AI Manager → BYOK. Your usage is billed by your provider directly.

Try the rest in your free workspace.

Book a demo and we'll walk you through setup, branding, and your first client portal — usually in under an hour.

Your brand. Their experience. One portal.

Join 50+ agencies who've already made the switch.

Reach out to our sales team

Tell us about your team, we'll come back with whether Almox fits and which tier makes sense.