Agents help Account Coordinators keep client requests and creative handoffs moving.
Mark urgent client requests and group the rest by topic.
Your inbox shows email topics and importance, making client, supplier, and team requests easier to follow up.
Fetch client video clips from post links for creative review.
Get the MP4 in your request email thread, or learn why the clip could not be delivered and what to send instead.
Send approved client materials to each contact and report failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
Send the client welcome and flag gaps in the project handoff.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
Find client meeting times across hosts and share bookable choices.
Give colleagues meeting choices within the guest's local hours, with a host and booking link for every time, right in the chat thread.
Find client review times when all required account teammates are free.
Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.
Find the right account lead's link for a client meeting.
Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.
Draft client replies from the shared conversation and guide.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
Send approved client agreements and keep signed copies easy to find.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Reply to client video requests with the file or a specific problem.
Your clients get a playable Facebook Page video by email, or a clear reason their link cannot be filled.
Return revised images to clients with a download link.
Your image editing requests end with a finished file in the project folder and a download link in the requester's inbox.
Prepare refreshed client decks and review links.
Your review copies show new artwork in marked slides. Open the deck links and see which slides changed.