How we created clarity on 100+ Client Chats

MARKETING

AI AGENTS

CHATS

VECTOR DB

The Company

Traffic Today is a performance marketing agency managing dozens of high-value client accounts across multiple platforms. Their growth brought complexity in managing client communications and performance data at scale.

Company name

Traffic Today

Industry

MARKETING

Company size

80+

Location

Deventer

What we did

~8

Hours/week saved per manager on client

95%

of relevant comms automatically summarised

40+

Onboarded client channels on Nessy

The Challenge

As Traffic Today scaled, so did the complexity of managing client communications and performance data.

Account managers were juggling Slack messages, emails, VOIP calls, Asana task updates, and marketing analytics — all scattered across multiple tools. This made it difficult to:

  • Maintain real-time awareness of every client’s status

  • Spot urgent issues before they escalated

  • Provide managers with an accurate, high-level overview of all clients without hours of manual digging

The lack of unified client intelligence meant that high-intent messages could be buried, daily trends went unnoticed, and client context was fragmented across tools.

The Approach

Step 1 – Discovery & Data Mapping

We mapped every communication and data source used in daily operations. This included Slack, email, VOIP calls, task tracking tools, and marketing analytics platforms like GA4, Google Ads, and Search Console.

Step 2 – System Architecture & Ingestion Pipelines

We designed Nessy, a per-client AI agent embedded directly into Slack. Each agent has its own secure, isolated memory to store communications, analytics data, and contextual metadata.

Step 3 – Real-time Intelligence & Daily Updates

Nessy continuously ingests data streams and updates itself via a daily cron job. Managers and staff can query Nessy in real-time for client summaries, past decisions, urgent tasks, or trend spotting.

Step 4 – AI Layer with Human Feedback

We implemented a “mark as important” feature so humans can flag high-value communications. This allows the AI to prioritise and focus on key actions, ensuring it captures sentiment, urgency, and intent accurately.

The Solutions

We deployed Nessy, a Slack-native Client Intelligence Agent, for 100+ active clients. Nessy connects all communication and analytics sources into one searchable, conversational interface.

It automatically:

  • Captures importance ratings, creates sentiment scores, urgency levels, and topics discussed

  • Summarises client activity daily

  • Detects and highlights key actions, questions, and decisions

  • Performs cross-client trend analysis for management visibility

Current integrations include Slack, Email (via CC), and VOIP call data. We combined integrations with Asana, Google Sheets reporting, WhatsApp, and additional marketing data sources (Meta, TikTok, Ahrefs).


The strong thing about this use case is that we made it scalable to work on Slack, Teams, or whatever chat you prefer, creating a flexible layer.

“Nessy has transformed the way we keep track of our clients. Instead of chasing updates, the updates come to us — already summarised and prioritised.”

Dominique

Business Lead

The Results

Nessy has eliminated the need for managers to manually check multiple tools just to understand client progress.

  • Account managers now receive daily briefings with the most important updates for each client

  • Managers gain instant, cross-client performance insights without waiting for weekly reports

  • Urgent issues are spotted within minutes instead of days

Over the first month, Nessy processed an average of ~1,200 messages per client (≈ 49,000 total messages) across all integrated channels, automatically classifying and summarising them for context and action.

Impact:

  • Increased operational visibility across 41 active accounts

  • Faster response to urgent client needs

  • Data-driven, real-time management decisions without manual overhead