Agents help Account Managers stay close to clients as their needs change.
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.
Find the right account meeting link for a client note.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Add joining links to booked client account reviews.
You and your client get the same joining link in the updated invitation for a video appointment.