AI-Agents for Client Services Managers in Client Services in Request Intake working with Kintone
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send Client Contracts
Keep client agreements moving and see who needs a signing follow-up.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Works with
24 tools
24 tools
Create Support Cases
Send 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.
Works with
9 tools
9 tools
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