Virtual event
Client Service Delivery in the Age of AI
Does your team struggle with outdated client service models and manual processes?
Join us on Wednesday, October 15 at 12pm PST/3pm EST to unlock AI-powered strategies, workflows, and agents for delivering client service at scale—all in one unified workspace.
Event details
What you'll learn
Discover how AI is transforming client service delivery for real-world impact, including how to:
- Automate routine tasks and accelerate response times
- Centralize operations for full visibility and collaboration
- Deliver fast, personalized, AI-powered service
- Empower your team for high-value, strategic work
The old way vs new way
Why teams are shifting to AI-powered Client Services
Manual work and legacy tools
- Scripted and rigid customer experiences
- Long wait times and repetitive requests
- Siloed tools and manual workflows
- Difficulty scaling personalized services
AI-powered client service operations
- One workspace for all client service operations
- AI-powered workflows that automate routine tasks
- Real-time visibility into client needs and performance
- Centralized collaboration ensures quality, speed, and consistency
Get the recording and Client Service Playbook
Register to get everything your team needs to master AI, Agents, and workflow automations to scale your client services efficiently.
Live demos & Q&A
Learn exactly how to automate your workflows—from client onboarding to advanced process automation—and get your questions answered by ClickUp experts.
Full event recording
Can’t make it live? No worries. All registrants will receive the complete webinar recording to watch and share at your convenience.
The Client Services Playbook
Get exclusive access to our Client Services Playbook—a step-by-step guide to transforming manual, repetitive work into streamlined, AI-driven processes.
Free expert consultation
Get a free, no-pressure consultation with our experts to review your current workflows and how ClickUp can help your business grow.
Live demos & Q&A
Learn exactly how to automate your workflows—from client onboarding to advanced process automation—and get your questions answered by ClickUp experts.
Full event recording
Can’t make it live? No worries. All registrants will receive the complete webinar recording to watch and share at your convenience.
The Client Services Playbook
Get exclusive access to our Client Services Playbook—a step-by-step guide to transforming manual, repetitive work into streamlined, AI-driven processes.
Free expert consultation
Get a free, no-pressure consultation with our experts to review your current workflows and how ClickUp can help your business grow.
Featured speakers
Meet your experts
Kyle Coleman
GVP of Marketing at ClickUp
Margot Moore
Senior Director, Services & Success at ClickUp
AJ Castellucci
Senior Manager, Services at ClickUp
Ready to transform your client services?
Register today to save your spot and get access to all exclusive resources!
