AI-Agents for Account Managers working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Prepare client proposals that preserve agreed scope and costs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsDraft client cancellation replies using plan and renewal details.
You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.
6 toolsArchive recent unstarred mail so starred client replies stay visible.
Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.
6 toolsTurn teammates' email requests into client drafts for review.
Your client email drafts are ready to review, with the tone and details your teammates requested. You decide what to edit and send.
5 toolsPut open client requests first, with reasons to reply soon.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
6 toolsTurn flagged client emails into next-day tasks with the next step.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsReport packet delivery failures for client contacts who need follow-up.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsWelcome new accounts with their kickoff details and shared folder.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsSend client renewal emails and spot accounts that need a follow-up.
Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.
5 toolsAdd 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.
5 toolsFind 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.
8 tools
