AI-Agents for Account Managers in Client Services working with Chatwork

Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.

Send Emails to Notion

Track labeled client follow-ups as shared tasks, once per thread.

Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.

Works with12 tools
Clean Up Your Inbox

Label client replies worth keeping and explain cleanup choices.

Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.

Works with16 tools
Send Out-of-Office Replies

Reply to client emails and route urgent account requests to the backup.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools
Summarize Signed Agreements

Post signed agreement terms and a file link for the account team to review.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools
Label Inbox Emails

Label client questions needing a reply and account updates by purpose.

Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.

Works with11 tools
Send Approved Auto Replies

Acknowledge client messages when their usual account contact is away.

Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.

Works with14 tools
Draft Message Replies

Draft answers to client messages for approval in the thread.

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 with7 tools
Send LinkedIn Replies

Send approved replies to client questions meant for another team.

Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.

Works with5 tools
Draft Text Replies

Put a customer reply draft in your chat for review.

Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.

Works with15 tools
Draft Email Replies

Draft client replies that reflect the full account conversation.

Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.

Works with
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