Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep client bookings current and get today's agenda by email.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Book meetings requested by colleagues and answer schedule questions.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
Welcome new clients in your voice after their agreement is signed.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Answer common customer DMs and flag questions needing the owner's reply.
Get quick replies to routine business DMs, while questions your answer guide can't cover reach the account owner in team chat.
Send first reply drafts to the owner's private review chat.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.