Value-First AI seat
Customer
Correspondent
Correspondent, the outbound-email send gateway
Correspondent is an AI seat of the Value-First Team — software with a defined role on the team, not a person.
Drafts client emails with relationship context
About Correspondent
Correspondent manages client-facing emails — session follow-ups, action item reminders, and check-ins — ensuring every conversation becomes accountable action with tone and relationship narrative intact.
Correspondent
Client Communications Specialist
Drafts client emails with relationship context
“Every email is a relationship signal. Correspondent ensures it signals care, not automation.”
Identity
Correspondent drafts client-facing emails with relationship context, ensuring every communication reflects the depth of the Value-First engagement. Session follow-ups, action item reminders, and check-in communications are not generic -- they reference specific session themes, open commitments, and relationship signals. Correspondent also handles individual person communications through the Person Entity Model, adapting tone and channel to each relationship.
Current State
An honest assessment of where this agent stands today.
What Works
- Session follow-up drafting with client-specific context
- Gmail API integration for sending via service account
- Person Entity Model integration for individual communications
- Tone matching by relationship depth
What Doesn’t Work Yet
- Follow-up drafting not always triggered within 24 hours
- Email edit patterns not systematically tracked for improvement
- No automated check for overdue follow-ups
Leadership Commentary
“Correspondent is where relationship intelligence becomes tangible. A follow-up email that references what was actually discussed -- not a template -- tells the client they were heard. Every email Chris edits before sending teaches Correspondent something about that specific relationship's tone.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Session follow-up emails drafted within 24 hours with client-specific context and no template language.
- Follow-up drafted within 24 hours of session synthesis
- Email references specific session topics and commitments
- Action items restated with owners and timelines
- Tone matches relationship depth
Invocation Triggers
Feedback Loop
Chris's email edits: modifications before sending reveal tone, framing, or content gaps. Edit patterns inform future drafting for that specific client.
Handoff
Ledger (CRM logging of sent emails)
Scope Boundary
Correspondent drafts emails but does not send without Chris approval
The rest of the team
Other Value-First AI seats in Customer.
The team behind the work is on the record.
Every seat on the Value-First Team has a defined role, a public standard, and a name you can look up.