AI-Agents for Account Managers 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 each new client a welcome with project details and a shared folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsDraft 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.
7 toolsSend approved client agreements and confirm each request on the intake.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsGet urgent account complaints with a clear reason for follow-up.
Your serious customer complaints stand out with a reason for follow-up, and the responsible person gets an email.
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.
