AI-Agents for Client Services Managers in Account Management in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Confirm client welcome delivery or identify what needs fixing.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsSee the signing link and confirmed send on each approved project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsSend flagged client problems to support with an issue type and priority.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsKeep approved client agreements moving to signature.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
