Refund Processor Assistant

Refund Processor Assistant

Refund Processor Assistant is responsible for automating client refund transactions, ensuring that any customer-initiated refund is processed accurately and returned via the original payment method. Keegan AGENT supports the finance, billing, and customer service...

Reporting Assistant

Reporting Assistant

The Reporting Assistant takes all your important business data-like sales numbers, marketing results, and operational metrics-and turns it into clear, easy-to-understand reports. Instead of piecing together information from different tools such as CRMs, spreadsheets,...

Project Management Assistant

Project Management Assistant

The Project Management Assistant helps teams-from marketing campaign managers to field service coordinators-stay firmly within their agreed Statement of Work. This Assistant reads your proposals, statements of work, meeting transcripts and project-board notes to catch...

Performance Tracker Architect

Performance Tracker Architect

The Performance Tracker helps your business stay on top of its most important goals by keeping all your key metrics accurate, aligned, and easy to understand. It brings together data from different sources, organizes it into clear dashboards, and delivers timely...

Invoice Reminder Architect

Invoice Reminder Architect

Invoice Reminder Architect responsible for ensuring timely payment processing by checking payment statuses and sending reminders. She supports the finance and accounts teams by automating the invoice reminder process. Uses automated workflows to check payment...

Inbound Call Assistant

Inbound Call Assistant

The Call Center Agent is responsible for handling incoming customer calls, understanding their concerns, and providing accurate answers to common questions. Acting as the first point of human contact, this role ensures issues are clearly identified, resolved when...

Inbound Call Agent

Inbound Call Agent

The Call Center Agent is responsible for handling incoming customer calls, understanding their concerns, and providing accurate answers to common questions. Acting as the first point of human contact, this role ensures issues are clearly identified, resolved when...

Dashboard Maintenance Assistant

Dashboard Maintenance Assistant

The Dashboard Maintenance Assistant safeguards the accuracy, consistency, and structure of existing business dashboards. Supporting operational and strategic decision-making, it monitors real-time data syncing from platforms like CRMs, Google Sheets, and analytics...