Every client has a short list of questions only they can answer. Here are three ways to get them answered.
Open Clients, pick the client, then Questions.
A client's Questions tab, shown in an example agency's Suite.
Three ways in
Send Dot. Press Copy Link and send it to the client with the PIN. Dot, the voice assistant, asks the questions and files every answer.
Talk to Dot together. On a call with the client, press Talk to Dot.
Type them in. Open a group, write each answer in the client's words, and press File the answers.
While a client is onboarding, answers from Operations or Admin go straight into the Stak. Everyone else's go to the Queue for approval. When every question has an answer, the tab says Nothing open.