Leonardo with a modern tablet in a bright creative studio beside an easel

A solution for marketing and social media agencies

JediDesk for marketing and social media agencies

“How much does promotion cost?” Start with the client's needs.

Try for freeExplore the scenarios

Client enquiry · preliminary brief · account manager conversation

A client asks about promotion, but a short message does not yet reveal their business, goals or expectations. JediDesk explains services using your materials, asks agreed briefing questions and passes context to your account manager. Clients can describe their needs more easily, and your agency starts a focused conversation with the details it needs.

Leonardo + dialogue technology. An artistic AI concept, not a photograph of an agency team or interface.

For marketing, creative and social media agenciesUpdated

Understand the enquiry before proposing a solution

“Promotion” can mean different needs

One business needs page management, another needs advertising enquiries, and a third needs to launch a new business line. Initial questions help establish what to discuss next.

A familiar opening question

“How much does social media marketing cost?” does not explain what the business sells, to whom or what results it expects.

Services need explaining

Clients may confuse page management, ad spend and the agency fee. They need a simple explanation of your terms.

Enquiries begin in different channels

Direct, your website or Telegram becomes the first point of contact. Connect the channel where clients already reach you.

A proposal needs a specialist

Your account manager needs to understand the task and agree the scope and start feasibility. A preliminary brief prepares that conversation.

Before automation

What gets in the way of moving from messages to a project discussion

A short enquiry needs many questions

Niche, goals, channels and timing emerge in separate messages. Without context, it is hard to prepare a relevant answer.

A price list misses the central question

A package list alone does not explain what this particular business needs or which work should be discussed.

The introduction repeats in every chat

Your account managers explain services, collaboration stages and the information needed for the first conversation again.

Details get lost during handover

The client has already described the task, but another specialist has to collect the same details again.

Automation use cases

Five scenarios for a meaningful first contact

NOVA in JediDesk supports preliminary briefs and account manager handover. Questions are configured for your services: choose those that actually help work get started.

01

Explain what a service includes

“Do you manage Instagram, or only set up ads?”

The assistant explains services, packages and collaboration stages described in your knowledge base. It clarifies what the client wants to achieve and helps them understand the ways you work.

NOVA for initial communication

The client understands which agency services are worth discussing.

02

Collect business context and goals

“We want more enquiries from social media.”

JediDesk asks what the business offers, who its audience is, where it operates and what it needs from the agency. You agree the question sequence for your own process.

Briefing questions for your agency

Your account manager sees a specific need behind a general statement.

03

Collect links and current context

“We already have a page, but want to change our approach.”

AI asks for a website or profile link and clarifies which channels are already used. These details become material for a specialist. Receiving a link alone does not mean an audit has been performed or an advertising account can be accessed.

Enquiries and briefs in website chat

The specialist knows which materials to review first.

04

Clarify budget and preferred start

“We can allocate a budget and want to start next month.”

The assistant collects an indicative budget and preferred timing. Following your rules, it asks separately about service fees and ad spend. Your account manager confirms the final price, scope and whether the preferred start is possible.

Clarifying client expectations

Your team has guidance for preparing a relevant proposal.

05

Pass an unusual question to a specialist

“We need social media marketing, a shoot and a launch in a new region.”

JediDesk collects the required details and passes the dialogue to an account manager through the agreed route. The specialist sees the history, clarifies what is unknown and defines the next step for the project.

Account manager handover with history

A complex enquiry reaches your team with context.

How the solution works

From “I want promotion” to a brief for your account manager

Four steps help turn a short enquiry into the basis for a conversation. Questions and handover timing are configured for your agency's process.

  1. 01

    The client makes an enquiry

    Writes about a service, task or desired outcome.

  2. 02

    AI clarifies the need

    Collects business context, goals and required channels.

  3. 03

    Completes the preliminary brief

    Asks about materials, indicative budget and preferred timing.

  4. 04

    The account manager continues the conversation

    Receives history and details to discuss the proposal.

Client enquiryYour briefing questionsAnswers and materialsAgency account manager

Capability map

What a meaningful first brief collects

Six areas of clarification around the client's needs. Choose those your team needs to prepare the next conversation.

The client asks about services or describes a promotion task

Leonardo with a tablet and glass dialogue symbol — an artistic depiction of the assistant
JediDesk AIExplains, clarifies and passes on context

  • Services

    Explains collaboration formats and stages.

    Source: Agency materials

  • Business and goals

    Clarifies the offer, audience and task.

    Source: Client answers

  • Current channels

    Collects context on existing promotion.

    Source: Your briefing questions

  • Links and materials

    Records a starting point for review.

    Source: Enquiry details

  • Budget and timing

    Clarifies reference points for discussion.

    Source: Client expectations

  • Account manager handover

    Passes on history and collected details.

    Source: Agreed handover route

The client has described their need. The account manager has a basis for a focused conversation.

Illustrative setup diagram. The agency defines the questions; an account manager agrees the final proposal, cost and start.

Channels and integrations

First contact in the channel where clients find you

Connect the channel you need and give the assistant current materials. Check briefing and account manager handover rules before launch.

Instagram

AI for Direct and Stories after connecting a professional profile. Your account manager handles comments.

About the channel

Website chat

Service explanations and an initial brief for website visitors after installing the widget.

About the channel

Telegram

Enquiries and clarifications collected in a connected bot following your first-contact scenario.

About the channel

Your agency's materials

Add service descriptions, current packages, collaboration stages and frequently asked questions. These form the basis for explanations; your team keeps them up to date.

How to connect

CRM and other systems

Passing fields to your CRM can be developed as a separate integration: agree the system, data, permissions and required action. A preliminary chat brief alone does not create a deal in any CRM.

How to connect
Leonardo and a modern female account manager viewing a tablet in a bright creative studio
An artistic metaphor for creativity, technology and collaboration. Not a photograph of a real agency team.

Example conversations

A few questions that improve the first conversation

Hypothetical dialogues show a possible briefing workflow. These are setup examples, not conversations or results from a real agency client.

  1. 01Client's needs
  2. 02Preliminary brief
  3. 03Focused conversation

From price to the task

Agency website chat
  1. Client

    How much does Instagram promotion cost?

  2. JediDesk AI

    Please tell me about your business and main goal: what do you offer, and what would you like to achieve?

  3. Client

    We have a bespoke furniture studio. We want enquiries for kitchen quotes in Kyiv.

  4. JediDesk AI

    Understood. Do you already have a page or website? Send a link and your preferred start date — I'll add these details to the enquiry for your account manager.

The account manager determines pricing and scope after clarifying the task.

The agency receives the business, region and goal, rather than just a price question.

From expectations to a proposal

Agency Telegram bot
  1. Client

    We want page management and advertising. Our indicative budget is 40 thousand hryvnias per month.

  2. JediDesk AI

    Is that the total budget for services and advertising, or just the agency's work? And when would you like to start?

  3. Client

    The total. Preferably next month.

  4. JediDesk AI

    Thank you. I'll add that indicative budget and preferred timing to the brief for your account manager. They will clarify scope, cost and whether that start is possible.

The amount is a hypothetical client budget, not JediDesk or agency pricing. The start still needs agreement.

The account manager understands financial expectations and preferred timing.

Results and benefits

Easier for clients to explain. Easier for your team to continue.

The value of an initial brief shows in the next conversation: is the task clear, are important details collected, and can you avoid starting the introduction again?

The enquiry becomes more specific

A short message gains the client's business context, goals and expectations.

Services are explained consistently

The assistant uses your agency's current descriptions and rules.

Less repeated detail collection

Your account manager sees earlier answers and continues with the relevant question.

A proposal starts with the need

Your team has context to discuss a suitable scope of work.

Built around your process

The first brief follows your rules

NOVA scenario for agencies

The documentation describes preliminary briefs and account manager handover. You define the questions and service information needed.

NOVA capabilities

Explanations based on company materials

AI uses prepared knowledge about your offer. Route questions without a confirmed answer to a specialist.

Working with the knowledge base

A channel that fits your enquiry journey

Start with the channel where clients already ask about services, and test the full journey to your account manager.

JediDesk on Instagram

Launching the solution

Start with an enquiry your account managers hear every day

Choose one service and one channel. Check whether the questions help you understand the need before extending the scenario to other areas.

  1. 1

    Describe the service and terms

    Prepare current materials: scope, stages, packages and answers to frequently asked questions.

  2. 2

    Choose briefing questions

    Keep what is needed for the first conversation: business, goals, channels, indicative budget and preferred timing.

  3. 3

    Connect the channel and handover route

    Agree the responsible account manager, handover timing and access needed for your chosen channel.

  4. 4

    Test sample enquiries

    Test a general enquiry, incomplete brief, unknown price and unusual project with human handover.

AI setup guide

Before you start

Frequently asked questions

About preliminary briefs, service pricing, Instagram and passing enquiries to your team.

How does JediDesk help a marketing or social media agency?

The assistant helps with initial communication: it explains services using agency materials, asks agreed questions and passes enquiry context to an account manager. JediDesk documentation explicitly describes NOVA for preliminary briefing. You configure fields and sequence for your process. A specialist gets a basis for conversation and determines the scope, proposal and start feasibility themselves.

What information can a preliminary brief collect?

Questions depend on agency services. For example: what the business offers, its audience, the enquiry goal, channels already used, indicative budget and preferred timing. This is a setup example, not a fixed NOVA form. Collect only details and links needed for the first conversation. Passwords, tokens and advertising account access are not needed in this brief.

Can AI give agency service prices?

The assistant can explain current packages and terms if you have added them to the knowledge base. For a bespoke project, it collects the task and passes the question to an account manager, who confirms scope and final cost. The client's stated budget is a guide for discussion. Where needed, clarify agency fees and ad spend separately so these amounts are not confused.

How does AI handle Instagram enquiries?

After the connection is configured, AI can work with Direct and Stories. An account manager handles comments. A professional profile and appropriate access are needed; the connection and handover route are checked for your account. This does not mean automatic access to all the agency's client profiles. Start with your own enquiry channel and test service explanations, briefing questions and human involvement.

Does JediDesk launch ads or create a strategy?

These scenarios cover service explanations, preliminary brief collection and enquiry handover. The agency team develops strategy, performs audits and handles advertising. A profile link alone does not provide account access or confirm that analysis has been performed. The assistant does not promise advertising results; it helps collect the context a specialist needs for the next conversation.

How can a brief be passed to an account manager or CRM?

First agree which details your account manager needs and when the dialogue should move to a person. Test that route in your chosen channel. Passing fields to a CRM requires a separate integration with agreed data, permissions and actions. A chat brief does not mean a deal has automatically been created in any system. Start with one scenario and check that your team receives clear context.

Other industries

Find your next use case

Next step: your first brief

Start the conversation with the client's needs

Take one service, frequently asked questions and handover rules. Test how JediDesk helps collect details that let your account manager move on to a project discussion.

Try for freeSign up

The free trial lasts 14 days. Channels, the knowledge base and integrations are configured separately.

  • Your agency's services
  • Questions for your process
  • An account manager with context
Top