How can I show my clients the results my service is delivering, like leads and revenue?

Ask the AI assistant to build a dashboard for the client. It can show things such as the number of leads captured and the money made. Some agencies add a formula such as number of calls multiplied by close rate multiplied by average deal size to estimate how much the system has made for the client. Make the dashboard the first page the client sees when they log in.

For clients who do not log in, create an agent in your snapshot with a schedule trigger, for example every Monday or once a month, that emails the client their stats. Just tell the AI assistant to create an agent that runs on that schedule and sends the data to the client.