AI-Agents for Account Managers in Intake working with Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Choose Booking Links
Choose the right account meeting link to send a client.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Works with
8 tools
8 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 with
7 tools
7 tools
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