AI-Agents for Account Managers in Video Conferencing

Book client check-ins and confirm the meeting by email.

Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.

Works with10 tools

Add joining links to client check-ins and update their invites.

Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.

Works with5 tools

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.

Works with

Keep client call decisions and follow-ups with the recording.

Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.

Works with5 tools

Keep client call recaps beside their restricted recordings.

Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.

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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.

Works with

Keep client meeting decisions and follow-ups together for the team.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools

Keep client meeting decisions and follow-ups beside the recording.

Get meeting notes your team can search and share, with clear decisions, follow-ups, and a link back to the recording.

Works with

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.

Works with