
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups for Salesforce AppExchange
By Klient Inc.
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups is the #244 ranked enterprise resource planning app on Salesforce, with a free plan available, as of Sep 12, 2026.
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups is a Salesforce AppExchange app by Klient Inc..
AppRanks data: TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups ranks #244 in Enterprise Resource Planning on Salesforce AppExchange, placing it in the top 57% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups is a newly-listed Salesforce app with a limited review volume. It is listed in the Enterprise Resource Planning category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by Klient Inc. — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
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About TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups
How TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups works
TOUCHY 1 keeps your Klient PSA project up to date — automatically, after every meeting. No more updating the plan by hand. All inside Salesforce.
Any AI can write a meeting summary. TOUCHY 1 does the part that saves you time: it updates the project itself. After the call, it reads the transcript and writes the outcome back to Klient PSA — tasks confirmed in the meeting are marked complete, new commitments become tasks with owners and due dates, and the timeline reflects what was decided. Your project is current before you close your laptop. No manual data entry.
What you get with TOUCHY 1:
PROJECT UPDATED AUTOMATICALLY. The core of TOUCHY 1. Completed tasks closed, new tasks added with owner and due date, timeline written — into Klient PSA after every meeting. The plan is always accurate.
WALK IN PREPARED. Before each call, a host brief from live project data: status, overdue tasks, last touchpoint, the decision needed. Plus a personalized reminder to every attendee 24 hours ahead.
RECAP, STAGED FOR YOUR APPROVAL. TOUCHY 1 drafts the client recap — decisions, next steps, due dates — and stages it in your outbox. You review, edit, send. Nothing reaches the customer without you.
Key features
- 1. PROJECT UPDATED AUTOMATICALLY AFTER EVERY MEETING After every meeting TOUCHY 1 reads the transcript and writes it back to Klient PSA confirmed tasks closed, new tasks added with owner and due date, timeline updated. No manual entry. Always up to date
- 2. PRE-MEETING BRIEF, BUILT FROM LIVE PROJECT DATA Before each call, TOUCHY 1 reads your live Klient PSA project and delivers a host brief: current status, overdue tasks, last touchpoint, the decision this meeting needs. No digging before the call.
- 3. PERSONALIZED ATTENDEE REMINDERS, 24 HOURS AHEAD 24 hours before the meeting, each attendee gets a reminder built from the project — their open tasks, prior commitments, and what to bring. The client arrives prepared. So does your team.
- 4. TRANSCRIPT READ — DECISIONS, BLOCKERS, NEXT STEPS After the call, TOUCHY 1 reads the transcript from Zoom, Teams, or Google Meet and extracts what changed: decisions, blockers, and next steps with owners. Ambiguous items are flagged, never assumed.
- 5. RECAP EMAIL STAGED FOR YOUR APPROVAL TOUCHY 1 drafts the client-facing recap — decisions, next steps by owner, due dates, flagged items. The email is staged in your outbox, not sent. You review, edit, approve. Nothing reaches the client without you.
- 6. AGENTFORCE-NATIVE. ZERO INTEGRATION TOUCHY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Cost is Salesforce Flex Credits.
- ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits — about 20 credits per full meeting cycle, purchased from Salesforce.
Category rankings
As of Sep 12, 2026- Enterprise Resource Planning#244of 435Top 57%
- Customer Service#581of 1,137Top 52%
- Productivity#942of 1,664Top 57%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups ranks for 1 keywords across Salesforce AppExchange. Here are the top 1:
- 1.meetingRank #8
Competitors & alternatives
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups doesn't have curated competitor matchups yet. Other tracked enterprise resource planning apps on Salesforce:
Frequently asked questions
What is TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups?
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2026. It is listed under the Enterprise Resource Planning category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Klient Inc.
Is TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups free?
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups offers a free plan that merchants can install on Salesforce without entering payment details. Pricing details on this page are mirrored from the live Salesforce listing and refresh on each scrape cycle.
Who uses TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups?
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Enterprise Resource Planning category on Salesforce.
Where does TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups rank on Salesforce?
TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups currently sits at position #244 in the Enterprise Resource Planning category on Salesforce. That places it in the top 56% of 435 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.