Rocketlane
Your customers constantly ask about project timelines, task progress, and onboarding milestones. Your AI agent pulls live data from Rocketlane to answer them instantly, keeping implementation on track while freeing your CS team to focus on strategic outcomes.
Your AI agent connects to Rocketlane's project and task management APIs to deliver real-time implementation updates, time tracking data, and phase progress directly in customer chats.
Rocketlane
Real scenarios where AI agents use Rocketlane data to keep customers informed, surface blockers early, and reduce the back-and-forth that slows implementations.
A customer messages asking about their implementation timeline during the weekend. Your AI Agent queries Rocketlane for their project, retrieves current phase status, outstanding tasks, and next milestone dates. The customer gets a clear picture of where things stand without waiting for Monday's standup. Your CSM starts the week focusing on blocked items, not status updates.
A customer mentions they are worried about falling behind schedule. Your AI Agent pulls their Rocketlane project phases and flags any tasks past their due date or marked at-risk. Instead of vague reassurance, the agent highlights specific items needing attention and suggests next steps. The customer feels heard, and your team gets early warning on escalation risks.
A client asks how many implementation hours have been consumed against their budget. Your AI Agent retrieves time entries from Rocketlane filtered by the client's project ID, sums billable hours, and compares them against budgeted hours from the project record. The client gets financial transparency instantly. Your finance team skips the manual report generation.
Rocketlane
FAQs
The agent calls Rocketlane's Get Project By ID endpoint using the customer's project identifier. It returns project name, status, owner, start and due dates, budgeted hours, and custom field values. The agent presents this as a clear status summary in the customer's preferred language and channel.
Yes. When a customer asks about their tasks, the agent queries Rocketlane's Get Task API and returns task names, assignees, due dates, progress percentages, and status. Customers get the same visibility they would have in the Rocketlane portal, delivered through chat.
Tars needs a Rocketlane API key generated from the Developer Console with read access to projects, tasks, phases, companies, users, and time entries. If you want the agent to create tasks or log time, write permissions on those resources are also needed. You control the scope.
No. The agent queries Rocketlane in real time during each conversation. Project details, task statuses, time entries, and customer information are fetched live and used only for the current interaction. No separate copy of your implementation data is maintained.
Yes. If a customer raises a new requirement during their onboarding conversation, the agent can create a task in Rocketlane using the Create Task endpoint, assign it to the right team member, set the due date and phase, and confirm the task was logged. Your PM sees it immediately in their project plan.
The agent identifies the customer by email through the Search User endpoint, then lists all projects associated with their account. If multiple projects exist, the agent asks which implementation they are asking about before pulling specific project details. No confusion across parallel workstreams.
The customer portal requires login and navigation. Tars brings onboarding answers to wherever your customers already are, including WhatsApp, your website, or Slack. Customers ask questions in natural language and get answers instantly without learning a new tool. Engagement and visibility increase while status update requests drop.
Yes. The agent retrieves time entries from Rocketlane filtered by project ID, date range, or team member. It can return total hours logged, breakdown by activity type, and compare against budgeted hours. This is useful for customers who want transparency on professional services consumption.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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