Agents help Account Managers stay close to clients as their needs change.
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.
Flag client meeting invitations that overlap account commitments.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Check client meeting details against the calendar and draft replies.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
Flag client meeting overlaps when calls move.
Get a short email when your schedule changes, with any new meeting clashes and a follow-up to check.
Add joining links to client check-in invitations and update guests.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Resend current client meeting invites when a contact loses the link.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.