Marketing agencies / media
Help new agency AEs answer clients like veterans with an AI assistant on LINE
New account executives (AEs) at an agency often need months to learn the rate cards, packages and past cases. Phak AI gives them an assistant on LINE where they can ask about prices, media and similar cases right away. Answers come from the agency's own documents and cite their sources. The AE still checks the answer and talks to the client.
A client wants a billboard-plus-online package. What options do we have, and have we done a similar case?
The latest rate card has two billboard-plus-online packages. A past condo case used a similar mix. Details attached.
Source: Latest rate card, page 4, and Condo A proposalTeam lead here. Looks good. Send the second package and mention the case.
Why new agency AEs take so long to ramp up
Too much to remember at once
Rate cards, packages, billboard sites and online media types all come with a lot of detail.
Waiting for a senior to be free
Clients ask during the day, but the person who knows is in a meeting or out on site.
Nobody passes on past cases
How the team closed deals with similar clients lives in the experience of a few people.
Slow replies lose deals
In a business that competes on speed, waiting half a day for an answer affects who wins the job.
How the LINE assistant for new AEs works
It runs on the LINE your team uses every day. No new app to install.
Collect what AEs need to know
Add rate cards, packages, past cases and common new-AE questions to the central agency knowledge base.
Open the assistant in the team's LINE group
AEs type questions in Thai on their phones through the LINE assistant, during client chats or before a meeting.
Get answers that cite sources
The assistant answers from the latest rate card and names the file. If the knowledge base has no answer, it does not guess and hands off to a person.
The AE checks and replies
The assistant supports the internal team. Anything that reaches a client is checked by the AE or team lead.
Questions new AEs can ask the assistant
What we measure in AE onboarding
Measured with the agency's own numbers, before and after the assistant goes live.
- Time until a new AE can answer clients on their own
- Time from a client's question to the AE's first reply
- Number of questions passed on to senior staff
- New AE usage in the Executive Dashboard
Clear boundaries
What Phak AI does
- Phak AI answers questions about prices, media and past cases from the agency's documents
- Phak AI cites its sources so the AE can check before passing anything on
- Phak AI hands off to a person when it has no data or is unsure
What it does not do
- It does not decide discounts or special pricing for the AE
- It does not talk to clients on the AE's behalf
- It does not replace coaching or client visits with senior staff
Frequently asked questions
If the rate card changes, will the assistant quote old prices?
The assistant answers from files synced into the knowledge base. When the team updates the rate card in Google Drive, answers use the latest version and name the file so you can check.
Where does billboard availability come from?
From the billboard spreadsheet your team maintains. The assistant can answer questions about Excel files in Thai, so accuracy depends on the team keeping that file current.
Can clients ask the assistant directly?
We suggest starting with the internal team. Once answers are stable, you can consider opening it on the agency's LINE OA with a defined scope and a person to take over.
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