TOUCHY 1
54% of workers leave meetings without clear next steps. 72% of meetings have no stated goal. The follow-up that should take 10 minutes gets skipped entirely — and the project slips.
Every meeting prepared.
Every follow-up done automatically.
TOUCHY 1 is a Salesforce Agentforce agent that runs the full meeting cycle for onboarding projects. It pulls project context before the call, builds the agenda, sends each attendee their personal todos, reads the transcript after, updates Klient PSA, and drafts the recap email. You review and approve before anything goes out.
What Does TOUCHY 1 Actually Deliver for Your Business?
The cost of a missed follow-up is not theoretical. These numbers come from independent research on meetings, communication, and professional services delivery.
- 54% leaving without next steps.
- 72% of meetings with no stated goal.
- 90 minutes per person per week, gone.
Industry research cited above is drawn from independent studies. Numbers reflect industry-wide averages — individual results vary by team size, project complexity, and existing process maturity.
What Does TOUCHY 1 Do?
5 actions. One meeting cycle — prep, transcript, project update, and recap. Nothing sends without human approval.
TOUCHY 1 is a Salesforce Agentforce agent built into Klient PSA. It runs the complete meeting cycle for onboarding projects — from pre-meeting prep to post-meeting project update — for $1,000 one-time.
📊 Pre-meeting Brief — project status, open tasks, last touchpoint pulled automatically
Before the meeting begins, TOUCHY reads the Klient PSA onboarding project. It pulls current task status, overdue items, and notes from the last touchpoint. The host gets one briefing card: what's on track, what's at risk, what needs a decision in this call.
No digging through the project. No opening three tabs before the call. TOUCHY delivers the brief directly to the meeting host.
📣 Attendee Reminder — each person gets their personal todos and what to prepare
Every attendee gets a personalized reminder before the call. Not a generic calendar notification — a summary of their specific open tasks, what they committed to last time, and what they need to bring to this call. The client arrives prepared. So does your team.
Reminders go out 24 hours before the call. TOUCHY reads the project and writes the message. No configuration required.
🎙️ Transcript Read — decisions, blockers, next steps extracted automatically
After the call ends, TOUCHY receives the transcript from Zoom, Teams, or Google Meet. It reads the transcript and extracts three things: decisions made, blockers surfaced, and next steps with ownership. Ambiguous statements are flagged for human review rather than assumed.
TOUCHY does not summarize the entire meeting. It finds what changed — what was confirmed, agreed, and owned.
🔄 Project Updated — task completions and notes written back to Klient PSA
TOUCHY writes the extraction results back to the Klient PSA project. Tasks verbally confirmed as complete are marked complete. New tasks created during the meeting are added with owner and due date. Timeline notes are updated to reflect what was discussed.
No manual project update after the call. TOUCHY handles it while you're still closing your laptop.
📩 Recap Email — accountabilities per person, links, due dates — staged for approval
TOUCHY drafts the client-facing recap email. It lists decisions made, next steps by owner, due dates, and any flagged items for clarification. The email is staged in your outbox — not sent. You read it, edit if needed, and approve. Nothing goes to the customer without a person reading it first.
One click to approve. Two minutes to review. The follow-up that used to take 30 minutes is done.
👁️ You Review — You Approve
Every Klient AI agent operates under a single principle: humans lead, agents deliver. TOUCHY stages the recap — you decide what gets sent. No email leaves your outbox. No data is changed. Every output waits for your review before anything moves.
That's Autonomous Project Delivery — and it starts with you in control.
- Calendar meeting (Google Calendar or Outlook)
- Klient PSA onboarding project
- Post-meeting transcript (Zoom, Teams, or Google Meet)
- Pre-meeting host brief
- Meeting agenda (added to invite)
- Personalized attendee reminder emails
- Updated Klient PSA project (tasks + notes)
- Recap email staged for human approval
Is TOUCHY 1 Safe to Run in My Salesforce Org?
TOUCHY 1 reads calendars, transcripts, and project data — it never sends an email to a customer without a human reviewing and approving the draft first.
What Do People Ask About TOUCHY 1?
What meeting platforms does TOUCHY 1 support?
Zoom, Microsoft Teams, and Google Meet for transcript reading. Google Calendar and Outlook for meeting detection and pre-meeting prep. TOUCHY reads the transcript after the meeting ends and processes it inside your Salesforce org. No data leaves the org.
Does TOUCHY update the Klient PSA project automatically after the meeting?
Yes. TOUCHY reads the transcript and updates task statuses, timeline notes, and completion confirmations directly in Klient PSA. If the customer verbally confirmed a task is done in the call, TOUCHY marks it complete. No manual project update needed after the call ends.
Does TOUCHY send the recap email automatically or wait for approval?
TOUCHY stages the recap for human review before sending. You read the draft, edit if needed, and approve. Nothing goes to the customer without a person reading it first. The approval step is not optional — it is built into how TOUCHY works.
Does TOUCHY work on all Klient PSA project types or only onboarding?
TOUCHY 1 is designed for onboarding projects in Klient PSA. It reads the project plan, task status, and timeline — and writes back task completions and notes confirmed in the meeting. It is not a general-purpose meeting agent for arbitrary project types.
Is TOUCHY 1 a subscription or one-time?
One-time. $1,000 USD once. The only ongoing cost is Salesforce Flex Credits — approximately 20 per execution. One execution = one full meeting cycle. Credits are purchased from Salesforce. Confirm current rates with Salesforce.
What if the transcript is unclear or the customer is ambiguous?
TOUCHY extracts what is clearly stated. Ambiguous items are flagged in the recap draft for human review rather than assumed. You see the flag, decide what it means, and edit the recap before approving. TOUCHY never guesses on ambiguous ownership or commitments.