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CLIENT QUESTIONS AND MESSAGING

Clients ask.
You answer faster.

Clients ask questions in their portal. Angelwood drafts a reply from that client’s own project information, and your team reviews it before it’s sent.

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Client questions are on every plan.

Questions in the portal, not the inbox

Under each update, clients have Questions & comments, where they ask a question or reply within an existing thread. Your team replies from the portal’s Comments tab, and clients see the conversation in their portal. Internal notes stay internal.

AI-drafted answers, reviewed by your team

When a client asks a routine question about status, timelines or billing, Angelwood drafts a suggested answer from that portal’s own updates, requests and approvals. Billing details are only used when the person asking can see billing. Drafts appear on the Client questions page and in the portal’s Comments tab, marked as visible only to your team until sent.

Sending routine answers automatically is off by default. You can switch it on in settings; review stays the default.

HOW TO

How to use client questions in Angelwood

Turn on AI-drafted answers

  1. Open settingsGo to Settings and open the Workspace tab.
  2. Choose how drafts workUnder Client questions, turn on Draft answers to client questions. Leave Send routine answers automatically off if you want to review every reply.

Review and send an answer

  1. Open Client questionsIn the sidebar, select Client questions. Filter to Needs review.
  2. Check the suggested answerRead the client’s question and the Suggested answer. Edit the text in Answer to send and select Save edits if needed.
  3. Send or discardSelect Send to client to post the reply in the portal thread, or Discard if you’d rather answer yourself from the portal’s Comments tab.

GOOD QUESTIONS

Questions about this feature.

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Can the AI see other clients’ information?

No. Each draft is built only from the portal the question was asked in.

Are answers sent without a person checking them?

Not by default. Automatic sending of routine answers is off unless you switch it on in Settings › Workspace.

Can clients reply to my answer?

Yes. Clients can reply within the existing thread in their portal, and your team is notified.

Where do I reply without AI?

Open the client’s portal and use the Comments tab to reply to any thread.

KEEP EXPLORING

Related features and guides.

Client updatesClient portalClient follow-up email templates

THE CLIENT EXPERIENCE, IN ORDER

See it with your own clients.

Bring the work you share with clients into one place.

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