🧠 How we built an AI client expert (that never sleeps)

Imagine never having to answer your team’s questions again.

That’s not a futuristic prediction…

It’s happening right now inside my accounting and bookkeeping firm, and it’s been a total game-changer.

We built a custom GPT bot that knows everything about our clients.

So now, when a team member has a question about the client…

They don’t ask a manager.

They ask the bot.

And it answers instantly—with context, accuracy, and history.

Here’s how to build this for your agency 👇

1. Aggregate All Client Data

• Client calls 

• Client sales calls

• CRM data and information 

• Onboarding form submission

• Client slack and email comms with team members

• Internal comms on clients and information about client work 

Think of this as one place with all your information.

And if you want to do this right, automate this process into a vectorized database.

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2. Build a GPT Bot

Building GPT bots is stupid easy.

• Open prompt to make a new bot

• Upload the MASSIVE document of client info

• Give the bot clear instructions on how you want it to act

For example:

“You are an internal client champion and talent manager.

You exist to answer team member questions about clients and help them succeed in their role.

You bring 100 years of management experience to the table and are a master of talent management and development.”

I have a tutorial on how to do this dropping in my YouTube channel soon (check it out here).

3. Deploy It to Your Team

Train your team on this principle:

All questions must go to the bot first.

4. Keep It Updated

Automate daily uploads so the bot always has an up-to-date database to draw from.

The results?

Our team moves faster, makes better decisions, and never bottlenecks on leadership.

You need something like this implemented yesterday in your agency.

But if you don’t want to build it yourself, no sweat:

👉 Go to os.8figureagency.co and see how we can build your AI solutions for you.