AI-Agents for Account Coordinators in Intake in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send Client Welcome Email
Turn completed client intake into a welcome email and flag missing details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Works with
24 tools
24 tools
Draft Message Replies
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.
Works with
7 tools
7 tools
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