# Righthand and Lindy for an agency customer handoff

Example: An agency wants an assistant to get a customer’s final file preference and send it to the account lead.

By Righthand Team · 2026-10-21

Source: https://www.righthand.ai/blog/righthand-and-lindy-for-a-agency-customer-handoff

The two products have delegated-work functions. Select from a trial of the actual conversation, controls, records, and remaining team work.

This article is from Righthand. It uses primary product documentation checked on October 13, 2026. The examples are illustrative, not performance tests.

## The buyer's task

An agency wants an assistant to get a customer’s final file preference and send it to the account lead.

## The documented Lindy path

The Lindy documentation gives information about an AI teammate for email, meetings, reports, connected tools, and follow-up. It also gives information about recurring routines and Slack communication. [Official documentation](https://docs.lindy.ai/).

Try the same customer task through Lindy's documented teammate conversation. Examine the identified connected account and send permission.

## The Righthand path

A Righthand is an assistant with its own contact details, connected accounts, and recurring responsibilities. You can give instructions by email, text, phone, or Slack. [Righthand introduction](https://docs.righthand.ai/introduction).

> Send the identified customer an email with the supplied file choices.
>
> Get the selected choice.
>
> Send any new format request to the account lead.
>
> Send the owner the result in this conversation.
>
> Get approval before you change a price or accepted commitment.

The assistant reads the supplied information and carries out the permitted task. It sends a new question when the reply makes an owner decision necessary.

With **Ask**, an outward instruction must identify the recipient and action. Connection tool permissions are another required control. [Communications Policy](https://docs.righthand.ai/security/external-communications).

For direct account reads or writes, the actual connection operation and access are necessary. Supplying information in a message is a different procedure from direct account access. [Connections](https://docs.righthand.ai/guides/adding-your-first-connection).

## An illustrative result

> The customer selects PDF and wants an editable file too.

The lead gives a decision about the additional deliverable before the assistant gives confirmation of it.

## Compare the work that remains

Examine the work in Righthand [Activity](https://docs.righthand.ai/guides/working-with-your-righthand). Examine the applicable records in Lindy independently. This article contains no executed comparison results.

## Costs and existing work

Read current plans before purchase. [Righthand pricing](https://www.righthand.ai/pricing) supplies its plan information. Lindy account terms determine access and usage for that product.

Compare total required accounts, setup, observed usage, and corrections. Do not equate unlike usage units or treat a subscription price as cost per completed task.

[Get a Righthand](https://teams.righthand.ai). [Read the alternative's documentation](https://docs.lindy.ai/).