AI-Agents for Coaches in Client Services 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.
Send approved coaching agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsConfirm coaching sessions and send clients their appointment time.
Your clients and staff get a confirmed appointment time and purpose when a booking request fits your service and staff calendar.
Offer session times that fit each client's local schedule.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsResend the current coaching session invite to a client who asks.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.
