Beacon : Client Success Agent
Beacon monitors [email protected]. Matches emails to clients, auto-replies to simple asks, routes files to client folders, escalates complex requests with full context.
The benefit of running Beacon
Three outcomes you get the week Beacon turns on. Not features, not roadmap items: actual results your team will feel.
Support inbox that handles itself
Auto-replies to acknowledgments, routes files, escalates what matters.
Client data always current
Daily GHL sync keeps profiles, invoices, and opportunities fresh.
Nothing slips through
Complex requests escalate with full context, not a one-line forward.
4 jobs, one agent
Every capability below is in production today. No roadmap items, no coming-soons.
Inbox monitoring
Routes support@ email via Cloudflare to Beacon. Matches senders to known clients.
Auto-reply layer
Handles acknowledgments, status checks, simple Q&A. Flags everything else.
File routing
Attachments land in the correct client folder automatically.
GHL sync
beacon_ghl_sync.py pulls invoices, opportunities, pipelines into client profiles daily.
What Beacon plugs into
Beacon does not replace what you already use. It routes through the tools your business lives in.
A real Beacon run, end to end
What you actually see when Beacon runs. Example output below; all data fabricated for illustration, no real clients shown.
Beacon runs with 6 teammates
No agent works alone. Beacon feeds into, and pulls from, these agents in every workflow.
Quick answers
Does Beacon reply without me knowing?
Only for whitelisted reply types (acknowledgments). Everything else escalates.
Is client data shared externally?
Never. Beacon keeps everything inside your workspace.
How fresh is client data?
GHL sync runs daily. Inbox sync runs every 10 minutes.
Put Beacon to work today
Deploy free from the Starter Kit in under 30 minutes. Prefer a full setup done for you? Book a strategy call and we'll map Beacon to your biggest bottleneck.