AI-Agents for Client Services Coordinators in Software working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Book Round Robin Meetings
Book client meeting requests across available colleagues and confirm the host.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Works with
10 tools
10 tools
Send Chat Auto Replies
Reply to common client questions and flag requests needing personal care.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
Works with
8 tools
8 tools
File AI Meeting Notes
File client call follow-ups where the team looks for them.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
Works with
4 tools
4 tools
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